Features
What is FILE 365?
FILE 365 is an integration tool that allows you to manage Microsoft 365 files related to Salesforce records more efficiently. Access, Edit and Save documents directly in Salesforce with just ONE click !
File 365 works with all Microsoft office applications: Excel, Word and PowerPoint.
edit directly
in salesforce
Do everything in one platform as you can open and edit MS office files directly in Salesforce.
TWO-Way sync
Uploading and editing files can be done in Salesforce or in SharePoint with two-way synchronization.
Salesforce to SharePoint:
A file that is uploaded to a Salesforce record will be automatically moved to SharePoint.
TWO-WAY SYNC
SharePoint to Salesforce:
But it also works the other way around: when you upload a file in SharePoint, it will add and show the file in the related Salesforce record.
preview function
The preview functionality in Salesforce shows you directly if this is the right document.
collaborate in documents
Work simultaneously in the same document. All changes are saved directly in Salesforce.
folder organization
Organize files in SharePoint with folders and subfolders. Open the file directly with a link from the Salesforce record.
ATTACH AND
SEND files
Send files as mail attachments directly from the related Record
FUNCTIONAL
WITH MOBILE
File 365 is also functional with mobile
coming soon:
site per record
Store all files of one record in one SharePoint Site