FAQ

How to upgrade your File 365 package in the AppExchange

1 min readUpdated 3 March 2025
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

To check if an upgrade is available in the AppExchange for your File 365 package, please follow the following steps:

  • Log in to the AppExchange and click on your Profile Avatar in the top right corner.
  • Go to My Installs and Subscriptions.
  • Find File 365 listing, check if an update is available
  • Click on Update Available
  • If you’re asked for the destination to be Production or Sandbox, choose the environment in which you wish to upgrade. We recommend to always upgrade in your sandbox first to test the package before installing in your Production environment.
  • Click Confirm and Install.

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