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sFiles: SharePoint Integration and File Management Trusted by Salesforce Teams

Manage SharePoint files directly in Salesforce with record-linked folders

Overview

sFiles is a Salesforce SharePoint integration for Microsoft 365. Create record-linked folders, upload, edit, and rename files in Salesforce, and reduce storage costs. Automate with Flow and Apex.

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See How sFiles: SharePoint Integration and File Management Trusted by Salesforce Teams Works

  • How quickly can I connect Salesforce to SharePoint? Set up sFiles in as little as 30 minutes with our guided wizard. Use sFiles Manager to configure connections, objects, and folder structures. Free setup assistance included.

  • Can I store files in SharePoint and work in Salesforce? Yes. sFiles stores files and folders in SharePoint Online (Microsoft 365) while users manage them directly from Salesforce records. No syncing or duplicate Salesforce file storage required.

  • How does sFiles secure SharePoint files in Salesforce? sFiles enforces Microsoft 365 permissions, keeps files in SharePoint, and protects Experience Cloud access. The only FedRAMP compliant Salesforce SharePoint integration.

  • Does sFiles support Salesforce Mobile and Classic? Yes. sFiles integrates SharePoint with Salesforce Lightning Experience, Salesforce Mobile, and Salesforce Classic through Visualforce, so users can manage SharePoint files across Salesforce interfaces.

  • Can I upload large files from Salesforce to SharePoint? Yes. sFiles Lightning components upload large files directly to SharePoint Online without Salesforce storage or Apex heap limits. Supports files up to SharePoint's 250 GB limit.

  • How can I automate SharePoint file management in Salesforce? sFiles Enterprise uses Salesforce Flow, Apex, and API actions to create folders, upload or move files, and manage SharePoint permissions when Salesforce records change.

  • Can customers and partners access SharePoint files through Experience Cloud? sFiles Enterprise provides secure file browsing and upload components for Salesforce Experience Cloud, supporting authenticated and guest users.

  • Can Salesforce connect to multiple SharePoint sites and tenants? sFiles Enterprise connects one Salesforce org to multiple SharePoint sites, document libraries, and Microsoft 365 tenants, including Microsoft Teams libraries.

  • How can Salesforce data populate SharePoint metadata? sFiles maps Salesforce field values to SharePoint document library columns, reducing manual data entry and helping organize files during uploads and folder creation.

sFiles is the most trusted native Salesforce SharePoint integration. Manage files in Microsoft 365 and reduce Salesforce storage costs. Connect Salesforce records to SharePoint Online sites and document libraries, create folder structures automatically, and manage files without leaving Salesforce. Key capabilities: - Upload, download, edit, rename, and organize SharePoint files directly in Salesforce. - Auto-create customizable folders for unlimited standard and custom objects. - Upload large files through a serverless integration; files stay in SharePoint. - Follow Microsoft 365 permissions and security controls. - Customize branding and enable or disable file actions. - Configure quickly with the in-app setup wizard. sFiles Enterprise adds: - Experience Cloud components for customer and partner portals. - Salesforce Flow, Apex, and sFiles API automation. - Multiple SharePoint sites and document libraries, including Microsoft Teams sites. - Advanced permissions and sharing controls. Onboarding and standard support included. Optional Premier Support available. Start a free 14-day trial with "Get It Now." Contact testdriveteam@sfiles.io

Categories

Business Needs
Productivity
Document Management
Integration
Industries
Education
Financial Services
Government
Personas
Architect
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

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