Features
What is FILE 365?
FILE 365 integrates SharePoint into Salesforce for easier managing and editing of files related to Salesforce records. Access, Edit and Preview SharePoint files directly in Salesforce with just ONE click ! File 365 supports all Microsoft office applications: Excel, Word and PowerPoint.
edit directly
from salesforce
Do everything in one platform as you can open and edit SharePoint files directly from Salesforce.
Salesforce to SharePoint
A file that is uploaded to a Salesforce record will be automatically moved to SharePoint.
SharePoint to Salesforce
Uploading a file or folder with files in SharePoint will show the file(s) in the related Salesforce record and the subfolder path.
FILE GALLERY
Preview multiple files related to a Salesforce record in one view. Click on a thumbnail to enlarge and scroll on to the next image or file.
preview function
The preview functionality in Salesforce shows you directly if this is the right document.
site per record
Create SharePoint Site per Account (or any other object) and manage folder structure and security per Site.
folder organization
Organize files in SharePoint with folders and subfolders. Open the file directly with a link from the Salesforce record.
Collaborate on documents
Collaborate in realtime on the same document. Edit files in Salesforce or in SharePoint. All changes are saved directly in Salesforce and SharePoint.
Email-to-Case
Supports Salesforce Email-to-Case.
Incoming mail attachments are related to the case record and automatically saved in SharePoint.
Merge records
Merging Account or Case records in Salesforce merges the related files and folders in SharePoint
rename or delete
Rename or delete files from the related Salesforce record.