Is File 365 suitable for me as a Salesforce and Microsoft 365 user?

Yes, File 365 is designed to be highly suitable for users of both Salesforce and Microsoft 365. Here are some key benefits:

1. Seamless Integration: File 365 integrates SharePoint into Salesforce, allowing you to manage and edit Microsoft 365 files directly within Salesforce.
2. Improved Workflow: You can access, edit, and save documents with just one click. Changes made to documents are automatically synchronized back to Salesforce.
3. Document Management: File 365 supports all Microsoft Office applications, including Excel, Word, and PowerPoint. It also allows for organizing files with subfolders in SharePoint.
4. Collaboration: Multiple users can collaborate on the same document in real-time, with all changes synchronized directly to Salesforce.
5. Mobile Access: You can access your files from anywhere, as File 365 is functional in the Salesforce app on all devices.
6. Enhanced Security: Using SharePoint security, you can maintain greater control over who can access your files.

These features make File 365 a powerful tool for anyone who needs to work across Salesforce and Microsoft 365 environments.