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 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.

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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.

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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.

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new !

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.

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preview function

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

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Site per record


Automatically create sites and folders and store files in an organized way.

collaborate in documents

Collaborate in real-time in the same document. All changes are saved directly in Salesforce and SharePoint.



Supports Salesforce Email-to-Case. Incoming mail attachments are related to the case record and automatically saved in SharePoint.

folder organization

Organize files in SharePoint with folders and subfolders. Open the file directly with a link from the Salesforce record.

rename or delete


Rename or delete files from the related Salesforce record.


Access your files anywhere, anytime.
File 365 is functional in the Salesforce app on all devices.