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Installation
File 365 Set Up Video Tutorial
File 365 Set Up Manual (PDF)
How to assign a File 365 license to a user
File 365 Gallery Video Tutorial
Setup and Configuration

User Instructions

File 365 User Instructions (PDF)
1. Authenticate User to SharePoint
2. Upload files to Salesforce
3. Access SharePoint files from Salesforce
4. Editing documents
5. Rename or Delete a file in Salesforce
6. Organize your files with subfolders in SharePoint
7. Synchronize content

Financial

What are the prices for FILE 365?
Which Salesforce editions can be used?
Do I need to purchase a license for every Salesforce user?
Is it possible to adjust the number of users up or down?
How to adjust the number of licenses
Can I also pay monthly per user?
How to change your free trial to paid subscription

FAQ

How to upgrade your File 365 package in the AppExchange
How to renew your Client Secret of File 365 App Registration
Is FILE 365 suitable for me?
Where are my files stored?
Is there a storage limit?
Will documents stored in SharePoint also be displayed in Salesforce?
Is the file I open in Salesforce the same file as the file in SharePoint?
How do folders get the correct name in SharePoint?
How long does it take to process data in SharePoint?
How to assign a File 365 license to a user
Do I need to purchase a license for every Salesforce user?
Is it possible to adjust the number of users up or down?
Can I also pay monthly per user?
I would like to outsource the full implementation. Could you do this for us?

Release Notes

Release Notes

Support

Support

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Get Started
File 365 Set Up Manual (PDF)

File 365 Set Up Manual (PDF)

File 365 – Set Up Manual Downloaden

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Updated on 13 December 2023

File 365 Set Up Video Tutorial How to assign a File 365 license to a user

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