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M-Files for Salesforce - Delivering Content and Intelligent Automation

By M-Files Corporation

Tap into the full potential of your Salesforce investment

Starting at $55   USD/user/month
Try It
Industries
Professional Services
Business Need
Document Management
Requires
Sales Cloud

M-Files allows your team to use the familiar Salesforce interface to access and manage information related to your customers regardless of where it's stored: in network folders, SharePoint, Box, Google Drive, or any other connected repository.

  • M-Files Wins the First Salesforce Demo Jam of the Decade! (M-Files demo starts at 21:09)

  • M-Files for Salesforce Overview Video

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
M-Files Connector/M-Files 2024 3.4.0
Listed On
09/10/2019
Latest Release
07/11/2024
Supported 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.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 1
Community Builder: 1
Languages
English
Finnish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

M-Files streamlines your business processes with automated document-based workflows. M-Files lets you easily and quickly find and use the right information related to your customers and prospects to help you get your job done with greater productivity. Traditional ECM systems are typically complex and inflexible, M-Files' intuitive approach enables the automation of standard company workflows and processes, ensuring compliance with company policies every time. The M-Files for Salesforce Connector allows customers to access and manage all related documents and structured business data in other systems within Salesforce. M-Files supports business processes and helps identify business-critical data from clutter. It employs AI to automatically tag and classify information with critical metadata, so it can be easily found when needed, tracked for compliance and governance purposes, and able to support related audits when necessary.

Need help?

M-Files Corporation

Austin, TX, USA, and Tampere, Finland

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