Where is the latest version?

Salesforce isn’t exactly known for its brilliant version control. If you want to update a document, you must first download it from Salesforce, store it locally on your computer or somewhere in the cloud, modify it, and then upload it back into the appropriate record in Salesforce. And what if your colleague makes changes at the same time and uploads an updated document just after you? Or even worse: if, for example, your colleague emails an updated quote to a customer, doesn’t save it in Salesforce and then leaves for the Bahamas for three weeks. So annoying.

Customer centric

A solution could be to store your files in SharePoint. In SharePoint, you can easily and securely collaborate with colleagues at the same time and go back up to a zillion versions. But by doing so, you lose the power of Salesforce. In Salesforce, your files are not stored in arbitrarily arranged folders, but simply with the right record, in the place that makes sense for everyone. By always putting your customer first, you don’t have to search, and you can simply find all related documents. But how do you keep track of all those file versions…?

Best of both worlds

FILE 365 gives you the best of both worlds by combining all capabilities of Salesforce and SharePoint. It allows you to open your Microsoft 365 files from Salesforce, edit, even collaborate in real-time if you want, and save them again, including all the smart functionalities of SharePoint. This way, you can enjoy all the logic, without having to know where your files are stored and be assured that you always have the correct and latest version.

More information?

FILE 365 integrates SharePoint into Salesforce. Files associated with a record in Salesforce are stored in SharePoint, but can be accessed from both Salesforce and SharePoint. Open and edit files directly from Salesforce with one click! Interested? Request a free demo now! We’d love to get to know you.

Het bericht Better file version control with Salesforce SharePoint integration verscheen eerst op FILE 365.

No more searching across systems

We’ve all been there: you urgently need a certain document, but you can’t remember where it is: in Salesforce or on a SharePoint site? And if it’s in SharePoint, what folder is it in? You can avoid this time-consuming searching for files by integrating Salesforce and SharePoint. This gives you a single entry point for storage in different storage systems and always the correct and most up-to-date document.

Efficiently edit files from Salesforce

Even the smallest changes in Salesforce require a lot of actions to update a file. Download, edit locally, and then upload back to the correct record. The File 365 integration with Microsoft 365, enables you to open and edit files directly from the related Salesforce record, directly in the appropriate Microsoft Office app. Changes you make from Salesforce or SharePoint are shown in Salesforce and SharePoint immediately after saving.

Audit trails

Especially if there are multiple employees involved in editing documents in Salesforce, it’s important to have a clear overview of the history and changes. Thanks to the integration with SharePoint, File 365 enables you to always find out who made which changes and when. Confusion, errors and even legal problems due to the lack of an audit trail of your Salesforce files are a thing of the past.

Advanced security

In a world where data management and security are becoming increasingly important, it’s essential to pay enough attention to the protection of your documents. Inadequate security can lead to data breaches, privacy breaches, and even legal ramifications. With File 365, you can choose to store all files related to a specific record in Salesforce in a separate SharePoint site. This provides a better overview and simplifies security, as access to files is controlled by the settings of the SharePoint site.

The best of both worlds

The Salesforce SharePoint integration of FILE 365 allows you to open and edit your SharePoint files directly from Salesforce, including all the smart functionalities of the Microsoft 365 applications. This ensures more efficiency, overview and improved security of all your files. With FILE 365 you combine the best of both worlds.

Interested?

Do you also want to take your document management to the next level? Request a free demo now! We’d love to get to know you.

Het bericht Direct access to Office 365 files from Salesforce verscheen eerst op FILE 365.

Seamless Integration

File 365 offers seamless integration by embedding SharePoint directly into Salesforce. This allows you to manage and edit your Microsoft 365 files, such as Word, Excel, and PowerPoint, without ever leaving the Salesforce environment. This integration ensures that your documents are always up-to-date and easily accessible.

Improved Workflow

With File 365, you can streamline your workflow significantly. Accessing, editing, and saving documents becomes a one-click process. Any changes made to your documents are automatically synchronized back to Salesforce, eliminating the cumbersome process of downloading and re-uploading files. This feature not only saves time but also reduces the risk of version control issues.

Document Management

File 365 supports all Microsoft Office applications, making it a versatile tool for document management. You can organize your files efficiently with subfolders in SharePoint, ensuring that all your documents are neatly categorized and easy to find. This organized structure helps in maintaining a clutter-free workspace and enhances productivity.

Collaboration

Collaboration is made easy with File 365. Multiple users can work on the same document in real-time, with all changes being synchronized directly to Salesforce. This real-time collaboration ensures that everyone is on the same page, reducing the chances of miscommunication and errors. It’s an ideal solution for teams that need to work together closely on projects.

Mobile Access

In today’s fast-paced world, having access to your files on the go is crucial. File 365 is fully functional in the Salesforce app on all devices, allowing you to access your documents from anywhere. Whether you’re in the office, at home, or on the move, you can stay connected and productive.

Enhanced Security

Security is a top priority for any organization. File 365 leverages SharePoint’s robust security features to give you greater control over who can access your files. You can set permissions and access levels to ensure that sensitive information is protected. This enhanced security helps in maintaining the integrity and confidentiality of your documents.

Ready to Experience File 365?

If you’re looking for a solution that integrates seamlessly with Salesforce and Microsoft 365, improves your workflow, and enhances collaboration, File 365 is the answer. Contact us today for a demo and see how File 365 can transform your document management experience. Don’t miss out on the opportunity to streamline your processes and boost productivity. Reach out to us now!

Inspired, but not yet the right time? Follow our LinkedIn page and stay up to date with news and interesting developments.

Het bericht Is File 365 suitable for me as a Salesforce and Microsoft 365 User? verscheen eerst op FILE 365.

Time loss and chance of errors

According to the MIT Department of Brain and Cognitive Sciences, cognitive flexibility—our brain’s ability to switch between different situations—is crucial. For instance, we can drive on the highway at high speeds but know to slow down in residential areas. However, just because we can switch contexts doesn’t mean it’s always wise. It leads to time loss and a higher chance of errors.

Decreased focus

The problem is that when you switch tasks, you’re often still thinking about the previous one, a phenomenon known as attention residue. The result? Decreased focus. The new task doesn’t get your full attention because part of your mind is still on the previous task. A study from the University of California found that it takes an average of 23 minutes and 15 seconds to regain full focus after an interruption.

Salesforce and Microsoft apps

Several apps from Microsoft and Salesforce can help you maintain focus. For example, Salesforce’s Task list helps you organize and prioritize tasks. With Einstein Activity Capture, you have all your emails, calendar entries, and contacts available in both Salesforce and Outlook.

Optimal workflow

Staying focused is much easier when you have the right information at your fingertips. In Salesforce, you know exactly where to find information. With the Salesforce add-on FILE 365, you can open your Microsoft 365 files directly from Salesforce, utilizing all the smart functionalities Microsoft offers. This creates an optimal workflow and minimizes the number of actions needed. Distractions? There’s no time for that!

Seamless integration

FILE 365 integrates Microsoft 365 and Salesforce seamlessly. Documents associated with a record in Salesforce are stored in SharePoint but can be accessed from both Salesforce and SharePoint. By combining the benefits of Salesforce and Microsoft 365, users of File 365 can achieve better focus and optimal workflows, reducing the negative impacts of multitasking and context switching.

Interested?

Stay focused and work more productively in Salesforce! Interested? Then check out the File 365 app in the AppExchange or plan a demo now! We’d love to get to know you.

Het bericht The Multitasking Myth: How to Maintain Focus in Salesforce verscheen eerst op FILE 365.

1. Use one version of the truth

In other words: work from a single source. Salesforce is a fantastic cloud-based CRM platform that helps organizations to manage and improve their customer relationships. The platform offers various functionalities and tools that you can use to streamline your commercial activities and ultimately increase customer satisfaction. In other words, your customer is central, exactly what you want. But in addition to Salesforce, there’s a lot of information in documents somewhere on a computer or server, or in another cloud platform, such as Microsoft 365. By integrating Salesforce with Microsoft 365, you can make the process of managing your files at the customer level much more efficient. Not only will you be able to find your files much faster, but there is only one version of the truth.

2. Real-time collaboration

Downloading, exchanging, modifying and re-uploading files in Salesforce, with all the risks that entails? This wastes a lot of time. By storing your files in SharePoint, employees can collaborate on documents, spreadsheets, and other files in real time. This way, they can be sure that they really have the latest version of the file and they don’t have to waste time waiting for others and searching for the right version. This makes collaboration more efficient and saves time.

3. Access anywhere, anytime

By seeing your Salesforce as the heart of your organization, and storing the files yourself in SharePoint, you can access all your files from anywhere. No searching in mailboxes or hard drives. Do you want to quickly adjust that quote with your smartphone from the comfort of your home? No problem! Do you want to check in the Austrian snow whether your colleague has already written the report of that meeting with the customer? Check!

Interested?

FILE 365 integrates Microsoft 365 and Salesforce. Documents associated with a record in Salesforce are stored in SharePoint, but can be accessed from both Salesforce and SharePoint. Open and edit files directly from Salesforce with one click! Request a free demo now! We’d love to get to know you.

Het bericht Three ways to save time in 2025 with Salesforce and Microsoft 365 verscheen eerst op FILE 365.

Efficiency and productivity at a higher level

FILE 365 helps you take the efficiency and productivity of your document management to a higher level. Our Salesforce SharePoint integration allows you to access, edit, and save files associated with Salesforce records without ever leaving Salesforce. With one click, you can work in your familiar Microsoft 365 applications, such as Excel, Word, and PowerPoint.

Collaborate seamlessly across teams

Whether you’re working together in the office or remotely, File 365 lets you collaborate effortlessly with your colleagues, in real-time, on the same document. Team members can open documents from either Salesforce or SharePoint. Thanks to two-way synchronization, changes to files are applied directly from both platforms. This way you avoid duplicate versions and you are always assured of the latest version.

Powerful preview function

No more endless searching for the right document. With the preview feature, you can view multiple files at once. Click on a thumbnail and enlarge the image to instantly skim through again if it’s not what you’re looking for. Never doubt again whether you have the right document in front of you.

Always connected, always functional

With File 365, you are not tied to your fixed workplace. You can access your files anytime, anywhere, no matter where you are. Whether you’re on the road, on location at a client’s location, or in a meeting, you have your documents at hand. FILE 365 is functional in the Salesforce app from any mobile device.

Interested?

Why settle for less? Optimize your document management, collaborate more efficiently, and get the most out of Salesforce. Want to experience the power of FILE 365 Salesforce SharePoint integration for yourself? Request a free demo! We’d love to get to know you.

Inspired, but not yet the right time? Follow our LinkedIn page and stay informed of news and interesting developments.

Het bericht Salesforce SharePoint integration: Seamless collaboration on files verscheen eerst op FILE 365.

1. Everything is automated

With a smart solution, you don’t have to think about anything anymore, everything is automatic. Do you want to manually connect Salesforce to SharePoint? You don’t have to. The app controls where your files land in SharePoint. You don’t have to worry about which location that is.

2. Two-Way Synchronization

Whether you save a document in Salesforce or in SharePoint, a smart solution syncs both ways. When you add a file to a Salesforce record, it’s immediately moved to SharePoint. That should also work the other way: if you upload a file in the SharePoint folder, it should be added to and displayed in the related Salesforce record. No matter which side you come from and whatever your mindset, you should always find your file. Regardless of the type.

3. Collaboration is simple

A smart solution supports you in collaborating with colleagues online. You can simply access your Microsoft 365 files from Salesforce and collaborate with colleagues in real time, with all the smart functionalities of SharePoint, including version control.

4. Security is well organized

Security is a high priority in every business. If your solution combines the power of Salesforce with the advanced security capabilities of SharePoint, it will save you a lot of sleepless nights. By not storing files in folders but on separate SharePoint sites, you can arrange security in great detail.

5. Functional across devices

Nowadays, we are used to being able to access our files from anywhere and at any time. In the office behind the desktop or laptop, or from the comfort of your home with your smartphone in hand. A smart solution works on all devices.

6. Choose the right partner

One solution is one thing, a good partner is another. Select a solution from a partner who understands that ICT is not a goal, but a tool. A partner who understands that your employees need to be able to focus on exactly the tasks where they make a difference: contact with the customer.

Interested?

FILE 365 integrates Microsoft 365 and Salesforce. Files associated with a record in Salesforce are stored in SharePoint, but can be accessed from both Salesforce and SharePoint. Open and edit files directly from Salesforce with one click! Curious? Request a free demo now! We’d love to get to know you.

Het bericht Salesforce SharePoint integration: six points to consider verscheen eerst op FILE 365.

Complete overview of your customer

When a customer emails a question, feedback, or issue, Salesforce shows you an overview of all touchpoints. This way, your support agents have a complete overview of the customer. Once a case is opened, agents there can update both the customer’s and the case’s information. If the issue is resolved, they close the case. It is that simple.

Automatic case creation

With Salesforce Email-to-Case, you can automatically create a new case or link an incoming email directly to an existing case, customer, and contacts. For example, if a machine needs maintenance, software problems or a question about an invoice or payment, Email-to-Case is a great way to structure your service organization in a smarter way and automate processes.

Email attachments in support cases

Customers can also send attachments with a support request. These can be documents or images. You also want to save those attachments directly with the case and make them accessible to all employees. But what if you want to edit those files? Then you’ll need to download the file from Salesforce, edit it from Word or Excel, and upload it again. Where do you store the file and where do your colleagues store theirs? Of course, this can be done in Salesforce itself, from SharePoint or – even worse – on a hard drive.

Automatically save files to SharePoint

Our FILE 365 integration tool integrates Salesforce and SharePoint and ensures that all files associated with a contact or account (or any object for that matter) are automatically saved to SharePoint. File 365 also supports Email-to-case. As a result, incoming email attachments are not only related to the case record, but also stored directly in SharePoint. At the same time, you keep access to all your files from Salesforce and you can easily manage them with all the functionalities of Microsoft 365.

Edit files with one click

With File 365, you have direct access to all your files from Salesforce. With one click, you can open your file in the appropriate MS Office application, ready for editing. In short: No more downloading, editing, saving and uploading your documents.

Interested?

Supercharge your service organization with the combined power of Salesforce and Microsoft 365. Curious? Request a demo now without obligation! We will be happy to answer any of your questions.

Het bericht Boost your service organization with Salesforce and Microsoft 365 verscheen eerst op FILE 365.

360-degree customer view of Salesforce

Ideally, Salesforce is the leading information source and its related files support it. In practice we see that many organizations work the other way around. A lot of customer information is stored in files, in Microsoft 365’s SharePoint or elsewhere. You can upload a file to a Salesforce record, but if you want to change something, you must first download your file, adjust it and upload it again. If your colleague is working on the same file at the same time, you have a problem. So cumbersome and error-prone. We saw room for optimization and therefore developed our unique integration solution: FILE 365.

Always the correct version of the correct file

Salesforce itself has limited options for working with documents. FILE 365 combines the power of Microsoft 365 with the power of Salesforce. This makes the process of managing your files at customer level much easier, more efficient and less error-prone. When you’re on the phone with a great prospect or important customer, you don’t want to think about a folder structure and where your documents are located. You want to have the right version of the right file immediately. With FILE 365 we have made that possible.

Two-way sync

Merk: ‘The app controls where your files are stored in SharePoint. At which location that is,  becomes irrelevant. FILE 365 syncs both ways. If you add a file you to a Salesforce record, it is immediately saved to SharePoint. And if you upload or edit in a SharePoint folder, it is immediately visible in the related Salesforce record.  This way you will always find your file. Regardless of the type of file.”

Use the smart functionalities of SharePoint

FILE 365 does not stop there. It supports online collaboration with colleagues. You can simply open your Microsoft 365 files from Salesforce and collaborate in real-time with colleagues, using all the smart functionalities of the Microsoft 365 applications and SharePoint, including version management. You don’t have to worry about security, you just use the rights structure of SharePoint. By using separate SharePoint sites, you can fine-tune the security per Salesforce record.

Anywhere, anytime

Today we are used to being able to access our files anywhere and at any time. At the office behind the desktop or laptop, or in the evening on the couch with the smartphone in hand. FILE 365 is functional in the Salesforce App on all devices.

Interested?

With File 365’s Salesforce SharePoint integration, you can efficiently manage all your documents directly from Salesforce. File 365 not only improves your processes, but increases your productivity and improves collaboration. Interested? Schedule a discovery call now!

Het bericht Get more value out of Salesforce with SharePoint integration verscheen eerst op FILE 365.

1. Editing files is time-consuming

If you regularly edit files associated with Salesforce records, the process of editing these files can be time consuming and involve many steps. For example, you must first download the file, edit it, and then upload it back to Salesforce. Especially when it comes to a small adjustment, this is very annoying!

2. Use of multiple systems to find customer information

If you use both Salesforce and Microsoft 365, it can be difficult to quickly find the right information. Switching between different systems can take a lot of time and if you’re not careful, you’ll be working with an outdated version of a file. How great would it be if you could stop searching and start finding?

3. Collaborating on files is problematic

Working with multiple people on the same file is difficult in Salesforce. By storing your files in SharePoint, employees can easily collaborate on documents, spreadsheets and other files in real time. But afterwards you need to upload those files back to Salesforce …

How does FILE 365 help?

With FILE 365 you can edit files directly in Salesforce, which speeds up the process considerably and you always have the correct and most recent information at hand. Also it allows multiple users to collaborate on the same file and ensures that you always have the latest file version at hand.

Interested?

FILE 365 integrates Microsoft 365 SharePoint and Salesforce. Documents associated with a record in Salesforce are stored in SharePoint, and can be accessed from both Salesforce and SharePoint. Open and edit files directly from Salesforce with one click! Interested? Request a demo without any obligation now! We’d love to get to know you.

Het bericht 3 signs that you are not working optimally with files in Salesforce verscheen eerst op FILE 365.