FILE 365 is a tool that helps you to edit Microsoft 365 files saved in Salesforce more efficiently. It allows you to Access, Edit and Save documents directly within Salesforce with just one click !
FILE 365 significantly improves the workflow of editing Microsoft 365 files saved in Salesforce. With FILE 365, just one click on a file in a Salesforce record is enough to open the file in the right Microsoft application ready for editing. Changes that are made are automatically saved to the document and synchronized back to Salesforce. No more need to download the files, or upload the file back to Salesforce after editing.
Currently, editing files attached to Salesforce records is timeconsuming and involves many steps. First, you need to download the file. After downloading you can modify the file on the device where the download is stored, either your desktop or your smartphone. After editing your document, saving the document will not automatically upload the file back to Salesforce. If you forget to upload the updated file back to Salesforce, all changes will be lost. All this can be avoided as editing files can be done in just one click, directly in the context of Salesforce with FILE 365.
FILE 365 is an integration of Salesforce and Sharepoint and is available for download on the Salesforce AppExchange.
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When you use Salesforce and Office 365, FILE 365 is suitable for you. Specifically with SharePoint.
Documents are stored in SharePoint. Salesforce only stores information about the file in SharePoint. All files are only in SharePoint. This storage capacity in SharePoint does not count in Salesforce.
Absolutely, that’s a big plus. Documents stored in SharePoint by non-Salesforce users are also shown in Salesforce by two-way synchronization.
The folder name is automatically taken over from Salesforce. You determine in the FILE 365 settings which Salesforce field will be the folder name.
When a file is uploaded or a change is made in a document, this is almost instantaneous.
Professional, Enterprise, Unlimited, Force.com, Developer, Performance, Essentials
No, you only take out a license for the people who need it. This can be adjusted monthly.
Of course, the number of users can be adjusted monthly.
Standard payment is annually in advance, if you have another preference this is negotiable, please feel free to contact us.
Yes, we can take care of this for you. Leave a message here to discuss the possibilities.