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Syncplicity for Salesforce
Access, share and manage Syncplicity content directly in Salesforce
Overview
Syncplicity for Salesforce enables internal and external teams to collaborate effectively by providing access to content directly within Salesforce. As the content repository, Syncplicity provides secure sharing through granular administrative policies.
See How Syncplicity for Salesforce Works
Access, share, and upload content across PC, Mac, and mobile devices with the same experience and functionality that exists in Syncplicity for Salesforce. Collaborate with customers and close deals while on-the-go with Salesforce1 mobile application.
Access content across extended teams by including Syncplicity for Salesforce Panel in Salesforce records and provide users with quick access to sales content without leaving Salesforce. Non-Salesforce users can also access content through Syncplicity.
Permissions and content are synced to ensure authorized users have access to right content. Your changes are synced as soon as you make them, so all of your Salesforce users have real-time access to the most recent version of your content.
Top features: - View files directly in Salesforce and Salesforce1 while external recipient(s) can view files in Syncplicity web, mobile, and desktop applications. - Link Syncplicity content with specific Salesforce records, including custom objects - Preview documents and view videos in Syncplicity for Salesforce panel - Share files and collaborate with team members, even if they are not Salesforce users - Search Syncplicity content in Syncplicity for Salesforce panel - Leverage other apps, like Adobe Sign, directly from Syncplicity for Salesforce panel - Compatible with both Salesforce Lightning and Classic
Categories
- Business Needs
- Collaboration
- 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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package