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Document Management by PDF Butler: Integrate SharePoint & Google-Drive

Realtime 360° view on SharePoint or Google data related to your records

Overview

Lightning Components that provides a 360° view on SharePoint Document Libraries and Google Drive files in relation with the Salesforce Record. All of this in the Salesforce and SharePoint (or Google security) context of the user.

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See How Document Management by PDF Butler: Integrate SharePoint & Google-Drive Works

  • COLLABORATION Butler Setup is quick, easy AND secure

  • COLLABORATION Butler connects your SFDC data model with your SharePoint Document Management setup for sites, libraries and folders to get a 360° view on your Salesforce data and the related documents

  • Follow architectural best practices and choose best-of-breed software for CRM and Document Management

Lightning Components that provides a 360° view on SharePoint Document Libraries and Google Drive files in relation with the Salesforce Record. All of this in the Salesforce, SharePoint or Google security context of the user. Get a perfect structured view on your your files and folders. Sync your files from emails or PDF Butler directly into the correct library and folder, all of this without leaving Salesforce. COLLABORATION Butler connects your SFDC data model with your SharePoint Document Mgmt setup for sites, libraries and folders

Categories

Business Needs
Sales
Document Management
Document Generation
Industries
Horizontal Product
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Supported Languages
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

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