As a Salesforce user, you naturally want to work efficiently and error-free. But it can sometimes be challenging to always find the right version and collaborate seamlessly with colleagues. Fortunately, there is now a solution that offers a solution to these issues: File 365 Salesforce SharePoint integration.

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.

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