As a Salesforce user, you naturally want to work efficiently and error-free. But it can sometimes be a challenge to always find the right version and work seamlessly with colleagues. Fortunately, there is now a solution that helps you: FILE 365. In this blog, Merk de Jager, co-owner of Vloeiend IT, explains how you can get more value out of Salesforce with FILE 365.
Efficiency and productivity at a higher level
In our previous blog, Kyung already explained how you can take the efficiency and productivity of your document management to a new level with FILE 365. With FILE 365, efficiently managing files in Salesforce becomes a breeze. Easily access, edit, and store files associated with Salesforce records, all within Salesforce. With one click you can work in your trusted Microsoft 365 applications, such as Excel, Word and PowerPoint.
Seamless two-way synchronization
FILE 365 gives you optimal control over your documents, whether you access them from Salesforce or from SharePoint. Changes to files can simply be made from both platforms thanks to the two-way synchronization. Are you uploading a file in SharePoint? It appears directly in the related Salesforce record. This way you always stay up-to-date!
Powerful preview function
No more endless searching for the right document! With the brand new preview function you can view multiple files at the same time. Click on a thumbnail to enlarge the preview and go immediately to the next file if it’s not what you’re looking for. Never doubt again whether you have the right document in front of you!
Optimal organization and cooperation
With FILE 365 you can structure your documents. Store all files of one record in one SharePoint site and organize them with folders and subfolders. Effortlessly collaborate with your team, in real time, on the same document.
Always connected, always functional
With File 365 you are not tied to your fixed workplace. You can access your files anytime, anywhere, wherever you are. Whether you are on the road, on location at a customer, 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. Would you like to experience the power of FILE 365 yourself? Request a demo now without obligation! We’d love to get to know you.
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