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Experience Connect | Document Management for Experience Cloud

Document Management for Experience Cloud users in minutes.

Overview

Experience Connect extends the capabilities of Drive Connect and Share Connect to Experience Cloud. Securely share files with community users. Save on storage costs by automatically directing Experience site uploads to Google Drive or SharePoint.

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See How Experience Connect | Document Management for Experience Cloud Works

  • SALESFORCE EXPERIENCE CLOUD FILE MANAGEMENT. Experience Connect extends the file management capabilities of Drive Connect and Share Connect to your Experience Cloud site, giving external users the ability to access and upload relevant documents.

  • SIMPLE & SECURE FILE ACCESS FOR EXPERIENCE CLOUD USERS. Surface specific Google Drive or SharePoint files and folders to Experience Cloud users without requiring them to have a Google Drive or SharePoint account.

  • SIMPLIFY USER DOCUMENT UPLOADS. Experience Connect's file uploader component gives Experience Cloud users a simple way to submit documents directly from your site. Incoming files are easy to manage and stay organized across your team's workflow.

  • AUTOMATE USER UPLOADS TO GOOGLE DRIVE OR SHAREPOINT. Use Salesforce Flow to automatically route files uploaded by Experience Cloud users to their designated Google Drive or SharePoint folders. No code required!

  • REDUCE SALESFORCE STORAGE COSTS. Experience Connect routes Experience Cloud uploads to Google Drive or SharePoint using Salesforce Flow, keeping files out of Salesforce storage and helping your org avoid unnecessary overage costs.

  • ANNUAL AND MONTHLY PAYMENT OPTIONS. Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription in a way that is convenient for you.

  • SELF-SERVICE PURCHASE MODEL. Appiphony apps are easy to install, use, and manage, too. Our custom payment center allows you to adjust your plan directly in the app. No need for a phone call to adjust your subscription.

Experience Connect extends the file management capabilities of Drive Connect and Share Connect to your Salesforce Experience Cloud site. Give customers, partners, and community users secure access to Google Drive and SharePoint files, and a simple way to upload documents directly through your portal. Salesforce Experience Cloud File Management Surface specific Google Drive or SharePoint files and folders to Experience Cloud users while respecting the permission settings already defined in Salesforce and your document system. Experience Cloud File Upload Deploy a file uploader component directly on your Experience Cloud site. When a user uploads a document, Experience Connect automatically routes it to the corresponding Google Drive or SharePoint folder using Salesforce Flow, keeping files organized and out of Salesforce storage. With Experience Connect, you can: • Save files from Experience Cloud to Google Drive or SharePoint • Link uploaded files directly to Salesforce records • Let Experience Cloud users upload files without hitting Salesforce storage limits • Automate file organization the moment uploads are submitted • Reduce Salesforce storage costs

Categories

Business Needs
Document Management
Process Management
Industries
Horizontal Product
Financial Services
Nonprofit
Personas
Administrator
Business Operations 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.
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
Managed Package
Lightning App Builder
Salesforce Mobile

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