FAQ

Will documents stored in SharePoint also be displayed in Salesforce?

1 min readUpdated 24 September 2024
More in FAQ
  1. How to upgrade your File 365 package in the AppExchange
  2. How to leave a review for File 365 in the AppExchange
  3. How to assign a File 365 license to a user
  4. How to renew your Client Secret of File 365 App Registration
  5. Grant Login Access
  6. Is File 365 suitable for me as a Salesforce and Microsoft 365 user?
  7. Where are my files stored with the File 365 Salesforce SharePoint integration app?
  8. Is there a storage limit?
  9. Will documents stored in SharePoint also be displayed in Salesforce?
  10. Is the file I open in Salesforce the same file as the file in SharePoint?
  11. Which Salesforce editions can be used?
  12. How do folders get the correct name in SharePoint?
  13. How long does it take to process data in SharePoint?
  14. Do I need to purchase a license for every Salesforce user?
  15. Is it possible to adjust the number of users up or down?
  16. How to cancel your File 365 Subscription via the AppExchange
  17. FILE 365 LICENSE AGREEMENT
All articles in FAQ

Yes, with the File 365 Salesforce SharePoint integration app, documents stored in SharePoint will also be displayed in Salesforce. This integration allows for two-way synchronization, meaning documents stored in SharePoint by non-Salesforce users will be visible in Salesforce as well. You can access, edit, and manage these documents directly within Salesforce.

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