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DocHub

Edit Word, Excel, and PowerPoint attachments online with a single click.

Overview

In-Browser Microsoft Office Editing for Salesforce. Edit Word, Excel, and PowerPoint attachments in a single click — no downloads, no version chaos.

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  • One-Click Online Editing: Edit Word, Excel, and PowerPoint natively in your browser.

  • Zero File Downloads: Eliminate the security risks and manual effort of local file downloads.

  • End Version Chaos: Edits automatically save back to Salesforce as a new file version.

  • Native Governance: Fully respects your existing Salesforce sharing rules, CRUD, and FLS.

  • Storage Offload: Shift Salesforce file storage directly to your own AWS S3 bucket.

  • Agentforce AI: Future updates will include document-aware AI and data extraction.

Seamless In-Browser Microsoft 365 Document Editing for Salesforce DocHub is the premier enterprise integration for Salesforce document management. Built for organizations that require strict governance and high-velocity collaboration, DocHub eliminates the manual friction of downloading, locally editing, and re-uploading Salesforce Files, ensuring your CRM remains the definitive system of record. SOLVING ENTERPRISE VERSION CHAOS Manual file management costs teams 3–5 minutes per edit, frequently resulting in duplicate files, broken audit trails, and version chaos. DocHub replaces the standard Salesforce Files component with a streamlined, action-first Lightning Web Component (LWC) that brings native Microsoft Office editing directly into your Salesforce workflow. With a single click of "Edit Online," users can collaborate on documents in real-time. When the tab is closed, DocHub automatically syncs the updated file back to Salesforce. Modernize your Salesforce document management, enforce compliance, and empower your workforce with DocHub.

Categories

Business Needs
Collaboration
Document Management
Industries
Financial Services
Professional Services
Public Sector
Personas
Administrator
Business User
Executive
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package