Manage and edit
Microsoft 365 files
directly in Salesforce











ONE CLICK!

Integrate Salesforce and Microsoft 365

for fast and easy
document management in Salesforce

Improve your workflow!

What is File 365?

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 !

edit directly
in salesforce

Do everything in one platform as you can open and edit MS office files directly in Salesforce.

Microsoft 365
documents

Works with all Microsoft office applications: Excel, Word, Powerpoint

TWO-Way
sync

Editing files can be done either in Salesforce or in SharePoint with
two-way synchronization.

preview
function

The preview functionality in Salesforce shows you directly if this is the right document.

folder
organization

Uses the organized structure of SharePoint with folders and subfolders.

mobile
function

File 365 is also functional with mobile.

collaborate
in documents

Work simultaneously in the same document. All changes are saved directly in Salesforce.

ATTACH
AND SEND files

Send related files as a mail attachments
directly from the related Record

coming soon:
site per record

Store all files of one record in one SharePoint Site

Edit Microsoft 365 files in Salesforce faster

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.

Access, Edit and Save documents directly within Salesforce with just one click!

Choose the right plan for you

Start your 30 days FREE TRIAL Right Now!

€4,95


Per user
per month

€4,20


Per user
per month

€3,70


Per user
per month

€5000,-

UNLIMITED
SITE LICENSE
PER YEAR

Discount for non-profits

We make a small contribution towards a better world by supporting parties
that do not have a primary profit motive.

20%

discount
for
nonprofits

Discover how easy editing documents in Salesforce can be with FILE 365.

Frequently asked questions

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.

Our clients say

"File 365 solved our problem with multiple versions of documents be used. Multiple users are able to edit at the same time and documents are no longer being saved in the wrong location."
"FILE 365 is a great add-on for Salesforce as it significantly reduces the effort needed to edit files saved in Salesforce records."
"I love FILE 365 as it allows me to edit documents in Salesforce with just ONE click! "
"Editing Salesforce files has become a breeze since I discovered FILE 365. I wish I had known this app earlier. "

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