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FilesToFolder Actions

Transform the way you upload, organize, & manage files in Salesforce

Overview

FilesToFolder simplifies file and folder management in Salesforce with structured organization, multiple containers, and seamless Agentforce integration. It automates workflows, enhances collaboration, and eliminates manual effort.

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See How FilesToFolder Actions Works

  • 1. Easy Drag-and-Drop: Simplify file uploads with intuitive drag-and-drop functionality directly on Salesforce objects.

  • 2. Multiple File Transfer & Upload: Easily drag and drop multiple files to upload them, saving time and effort.

  • 3. Seamless Navigation: Switch between folders and files efficiently with navigation tools.

  • 4. Centralized File Management: View and manage your Salesforce files in a single, organized component.

  • 5. Enhanced Visualization: Access files through a tabular, slideshow, or thumbnail view.

  • 6. Efficient File & Folder Management: Download, delete, or rename folders with a single click for greater convenience.

  • 7. Advanced Search & Filter: View the Salesforce record associated with a particular file directly from the app.

  • 8. Permission Management: Control who can upload, manage, and view files with flexible permission settings.

  • 9. Seamless Integration support: Effortlessly integrates with your preferred file storage platforms, including Google Drive (Team), Dropbox, AWS, OneDrive, FTP, SharePoint(Team), Google Cloud, Azure, Box.com, and Firebase.

FilestoFolder offers a smart solution for uploading & managing Salesforce files, ensuring they’re easily organized, stored, and accessible. Efficient file organization and categorization Integrates seamlessly with Google Drive, Dropbox, AWS, OneDrive, FTP, Google Cloud, Azure, Intuitive UI for a smooth user experience

Categories

Business Needs
Customer Service
Collaboration
Commerce
Industries
Healthcare & Life Sciences
Professional Services
Public Sector
Personas
Administrator
Consultant
Data Professional
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
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.
No Limits
Lightning Ready
Agentforce
Person Accounts
Sales Programs
Managed Package
Lightning App Builder

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