Egnyte - Document Collaboration, Security & Governance

It works!

Engyte's integration with Salesforce has been a tremendous boon for our organization. Allowing our partners quick access to shared information between offices in different locations has saved a lot of time.

Great solution for secured document management!

It is a great app for integrating with Salesforce for document management and sharing. Works great for unstructured data at scale—documents, files, video, audio, and more. It’s easy to use, supports Google Docs, features a built-in AI Co-pilot, and centralized shared link controls. The product team is fantastic - passionate about their application and always ready to help!

Egnyte is incredibly helpful

Egnyte's Salesforce integration specifically makes it very easy for our org to implement a top tier document storage solution. Being able to seamlessly share documents through a secure integration has given both partners and clients a sense of relief when accessing sensitive information.

Egnyte for Salesforce

The integrated Egnyte document management solution with Salesforce is a great product. It enhances the user experience and streamlines the operational workflow. Support we have received from the account manager, CSM and technical resources has been exceptional.

Seamless Workflow for Egnyte Users

The Egnyte integration with Salesforce is a great solution for our environment. Since our sales group already works out of Salesforce throughout the day, this integration makes it much easier for our users to access and manage their files on our corporate Egnyte domain without having to leave the SFDC interface. This allows for seamless uploading of files and even leveraging the built-in Egnyte secure sharing features via the embedded UI on your Salesforce record page layout. Setup was easy and the documentation is extremely thorough. When we migrated Egnyte domains, support was very attentive in assisting with the Salesforce integration migrations every step of the way. A big advantage is the ability in the configuration to have Egnyte automatically create a folder structure for each record that is created (in our case, Opportunities) so that the user doesn't even have to worry about organization. Since this installs as a canvas App inside Salesforce, it allows for some level of visual customization. You can choose where on your page layout that you'd like the component to be, as well as the size of the interface and optional scrolling. The interface you receive is almost identically to what is shown in the standard web UI interface of an Egnyte domain, making user adoption a breeze.

Almost false advertising, but still decent

The "No Limits" tag is misleading. With a Professional edition, the best you can do is create the VisualForce page to view and upload documents. The best part of this plug in is the sync configurations, since we create a lot of client folders with automatic folder creation. Turns out this is impossible without Apex triggers. Egnyte should remove the "No Limits" tag or make it clear that you need to upgrade Salesforce to an even higher level to get this to work the way they intended. Back to Zapier I go.

Does not work

Terrible. Cannot get adequate help with installation configuration from either Egnyte or Salesforce.

Good, but needs to be searchable

This is a really convenient integration, but to make it great Egnyte documents should be searchable via the Salesforce search bar.

Dealing with a SOAP Error since inception. Havnt been able to use the service for even 1 day...

I signed up for the sole purpose of integrating egnyte with my SF environment....Sales people called me everyday until i agreed to sign contract. After that everyone disappeared. There is a SOAP / apex error that is preventing me from creating new sync configurations. I opened a ticket 3 weeks ago to no avail. They claimed they had a release coming out today that addressed the issue but now i am getting a different error. I asked my account manager to put a pause on my account since i have not been able to use the service due to their own issues...he told me he's " not sure they would be allowed to do that." So basically i am paying for 20 users for nothing. I am very very perturbed.

Great cloud storage solution and integration

Our startup needed a really secure and robust cloud storage solution that integrates nicely with Salesforce. High up on the list of requirements was great support. I have not been disappointed with my choice - Both the Egnyte product and support team has been great. The Egnyte team is clearly passionate about their product and I look forward to continued enhancements and features as we continue!