Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Document Management by PDF Butler: Integrate SharePoint & Google-Drive

Realtime 360° view on SharePoint or Google data related to your records

Starting at $8   USD/user/month

Discounts available for nonprofits

Industries
Horizontal Product
Business Need
Sales
Document Management
Document Generation
Requires
None
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
COLLABORATION Butler/COLLABORATION Butler - Spring 24 v1.6 1.188.0
Listed On
12/19/2020
Latest Release
05/27/2025
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
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: 3
Custom Tabs: 2
Custom Apps: 0
Lightning Components
Global: 12
App Builder: 0
Community Builder: 0
Languages
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

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.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.80.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/16/2020

Additional Details

Lightning Components that provides a 360° view on SharePoint Document Libraries and Google Drive files in relation with the Salesforce Record. All of this in the Salesforce, SharePoint or Google security context of the user. Get a perfect structured view on your your files and folders. Sync your files from emails or PDF Butler directly into the correct library and folder, all of this without leaving Salesforce. COLLABORATION Butler connects your SFDC data model with your SharePoint Document Mgmt setup for sites, libraries and folders

Need help?

CloudCrossing

Belgium

Support Phone+32 3 361 35 30