Is the file I open in Salesforce the same file as the file in SharePoint?

Yes, with the File 365 Salesforce SharePoint integration app, the file you open in Salesforce is the same file stored in SharePoint. The integration ensures that any file added to a Salesforce record is immediately saved to SharePoint. Similarly, if you upload or edit a file in SharePoint, those changes are instantly reflected in the related Salesforce record. This synchronization ensures you always have access to the most up-to-date version of your files, regardless of whether you’re accessing them from Salesforce or SharePoint.

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Updated on 25 September 2024