Features
All your Microsoft 365 files.
Right where you work.
File 365 brings SharePoint into every Salesforce record. Here's everything it does for your users, and everything it gives your admins and IT team.
No file size limit
Upload large files to a Salesforce record, with no file size limit in File 365. Large drawings, videos, reports and photo sets go straight to SharePoint and are available right away.
Already using File 365?
Earlier versions had an 11 MB limit for uploads from Salesforce. Update to the latest version to remove it.
01 · For your users
Working with files
Open, edit and find documents without ever leaving the Salesforce record.
One-click editing in Microsoft 365
Open Word, Excel and PowerPoint files straight from the record. Changes save automatically, with no download or re-upload.
Large files, no limit New
No file size limit in File 365 for uploads from Salesforce. No more 11 MB ceiling on drawings, videos or large reports.
Previews and file gallery
See thumbnails and previews of all files on a record in one view, then click to enlarge and scroll through them.
Real-time co-authoring
Work on the same document together. Every link points to the same SharePoint file, so there's only ever one latest version.
Full mobile support
Access, view and add files from the Salesforce mobile app, just as on desktop. Ideal for field teams.
Rename and delete from Salesforce
Manage files directly from the related record. SharePoint updates along with it.
Salesforce
Account · Northwind
SharePoint
Accounts › Northwind
Same folders, same files, in both systems
02 · For your users
Sync & structure
Salesforce and SharePoint stay in step automatically, in a structure that fits your business.
Real-time two-way sync
Edit in Salesforce or in SharePoint and both stay up to date. Files added in SharePoint appear on the related record, including their subfolder path.
Save on Salesforce storage
Files uploaded to a Salesforce record move to SharePoint automatically, so they don't take up your Salesforce file storage.
A folder structure that fits your business
Choose how Salesforce records map to SharePoint. Four configurations are available, per object.
Folder per record Most used
Each record gets its own SharePoint folder.
Folder per related record in parent
Folders for related records, such as Cases, inside their parent Account's folder.
Site per record
A dedicated SharePoint site per record, with its own security.
Folder per related record in site
Folders for related records inside the parent record's site.
Automatic folders and record mapping
Folders are created and linked to Salesforce records automatically, following rules you configure.
Merge records, merge folders
When you merge Accounts or Cases in Salesforce, their files and folders in SharePoint are merged too.
03 · For your users
Email-to-Case
Customer emails come in, attachments land in the right SharePoint folder. Automatically.
Attachments saved to SharePoint automatically
Attachments from incoming customer emails are linked to the case and stored in SharePoint automatically. Your service team views and manages them right from the case.
04 · For admins & IT
Security, compliance and control, built in
File 365 is a native Salesforce app that respects the permissions you already have. No middleware and no custom code to maintain.
Aligned permissions
Uses Salesforce's sharing model and SharePoint permissions.
Central admin console
Configure which SharePoint location each Salesforce object uses, and check error logs, all in one place.
Built on SharePoint compliance
Version history, audit trails and compliance settings are handled by SharePoint itself, so your existing Microsoft 365 setup keeps applying.
Flexible configuration
Folder rules, record-to-SharePoint mappings and metadata tagging, adjusted to your business structure.
Your files never leave your own systems
File 365 does not store files and does not process data through its own storage platform or middleware. It only creates a direct connection between Salesforce and your own Microsoft SharePoint environment.
That's why a separate data processing agreement with File 365 is, in principle, not required.
Your
Salesforce
Your
SharePoint
Up and running in under an hour
No development and no complex projects. Your Salesforce admin sets up File 365 with simple, point-and-click configuration.
Install from AppExchange
Add File 365 to your Salesforce org in a few clicks.
Connect SharePoint
Link your Microsoft 365 environment to Salesforce.
Choose your structure
Pick a folder configuration per object, and you're ready.
What you need
Standard setup in under an hour.
Salesforce
Enterprise or Unlimited. Professional and Essentials also supported.
Microsoft
Microsoft 365 with SharePoint
Installation
Install from AppExchange. Setup guides in our Knowledge Base.
Roadmap
Coming soon
File 365 keeps growing. Here's what we're working on, shaped by feedback from customers and partners.
No file size limit
No file size limit in File 365 for uploads from Salesforce. Available in the latest version.
A Microsoft Teams team per record
Create a Microsoft Teams team straight from a Salesforce record, so conversations and files for an account or project live together.
File 365 MCP server
Connect AI assistants to your Salesforce files in SharePoint through the Model Context Protocol, the open standard for AI integrations.
Roadmap items are planned, not guaranteed. Timing and scope may change.
Frequently asked questions
Which Salesforce editions are supported?
File 365 is built for Enterprise and Unlimited, and also supports Professional and Essentials.
Is there a maximum file size?
Not in File 365. Since the latest version, File 365 no longer limits the size of uploads from Salesforce. Earlier versions were limited to 11 MB, so update if you're on an older version.
Do I need a license for every Salesforce user?
No. You only license the people who will use File 365, and you can adjust the number monthly.
How long does installation take?
File 365 installs from AppExchange. A standard setup takes less than an hour, using out-of-the-box configurations.
Do we need a separate data processing agreement with File 365?
In principle, no. File 365 does not store files and does not process data through its own storage platform or middleware. It only creates a direct connection between Salesforce and your Microsoft SharePoint environment, so your files always remain in your own systems.
Can you handle the implementation for us?
Yes. Our team or one of our certified partners can set it up for you. Get in touch to discuss the options.
More questions? See all FAQs
See these features in your own context
Book a 30-minute demo, or try File 365 free for 30 days.