Are you looking for a way to automate and standardize your processes in Salesforce? Do you want to work from one system, with simple operation and at the same time benefit from the advantages of both Salesforce and Microsoft 365 and all associated functionalities? In this blog you will discover how you can increase your efficiency and productivity with the right solution such as File 365.
Seamless integration Salesforce and Microsoft 365
Do you want to work from one system, without switching between different applications? With FILE 365 you can, thanks to the seamless integration between Salesforce and Microsoft 365. Salesforce’s simple operation and intuitive interface make it easy for you and your team to work with files, while also taking advantage of the powerful features of Microsoft 365.
Efficiency
By automating and standardizing your processes, you can save time and minimize errors. FILE 365 offers advanced functions such as automatic synchronization between Salesforce and SharePoint, smart workflows and features such as the new preview function. This way you avoid lengthy searches, endless browsing and you can streamline repetitive tasks. This greatly increases the efficiency of your team.
The benefits of Microsoft 365 within Salesforce
With FILE 365 you also have direct access to the full functionality of Microsoft 365 within Salesforce. This means that you can work with Office applications such as Word, Excel and PowerPoint. You no longer have to switch between different systems and you can work more efficiently in a familiar environment. Thanks to the advanced functionalities of FILE 365, you can easily collaborate in documents and files.
Security and compliance
With FILE 365 you can trust that the security and compliance of your documents is ensured. The integration with SharePoint ensures secure storage and versioning of files. Access rights can be set with the settings of SharePoint sites and document libraries. This way you can work with peace of mind.
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! Interested? Request a demo now without obligation! We’d love to get to know you.
