Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
24Files | Connect SharePoint with Salesforce
Sync SharePoint files and folders with Salesforce
- Industries
- Horizontal ProductEngineering, Construction, & Real EstateFinancial Services
- Business Need
- ProductivityDocument ManagementIntegration
- Requires
- None
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
Easily link SharePoint files and folders to your Salesforce records and access them within Salesforce. Create folders automatically and organize & manage documents. Start your free 14-day trial and experience a smoother way to manage documents!
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudFinancial Services Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- 24Files/7.80 7.80.0
- Listed On
- 04/01/2020
- Latest Release
- 07/30/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf 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: 18Custom Tabs: 9Custom Apps: 1
- Lightning Components
- Global: 15App Builder: 8Community Builder: 2
- Languages
- English
Security
Additional Details
MAIN FEATURES FOR ANY 24FILES SUBSCRIPTION PLAN Use 24Files to seamlessly integrate Salesforce with SharePoint Online. Instantly access, upload, and manage files and folders stored in SharePoint — all from within Salesforce. Enable teams to work efficiently with files in the right context, without switching systems or duplicating storage. Main Use Cases: ✔ Save on Salesforce file storage by leveraging SharePoint’s capacity ✔ Navigate SharePoint folders directly from Salesforce records ✔ Control folder structures and naming using Salesforce object field values ✔Automate folder creation, file upload, and metadata sync using Flows & Apex Additional Information: ✔ 24Files is GDPR compliant, built with enterprise-grade Salesforce & SharePoint security in mind ✔ Works with all standard file types supported by SharePoint ✔ Available in all Salesforce Clouds (Sales, Service, Experience, etc.) ✔ Compatible with Experience Cloud ✔ 100% native Lightning app with a clean UI and oAuth-based authentication ✔ Responsive support included in every subscription plan ✔ 14-day FREE trial with full functionality.
Need help?
24Flow
Ghent, Belgium.
Visit 24files.eu for more info on pricing packages, functionality, access to the 24Files knowledge base & video gallery.