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File 365 – Empower Salesforce with SharePoint integration
Integrate Salesforce and SharePoint for easy file management in Salesforce
- Business Need
- CollaborationDocument ManagementIntegration
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
FILE 365 is a Salesforce SharePoint integration for easier managing and editing files linked to Salesforce records. With FILE 365, you can open a file from a Salesforce record with just one click in the right Microsoft application ready for editing.
Highlights
• Direct access from Salesforce: Open and edit SharePoint files related to Account, Lead or other Salesforce records directly from Salesforce.
• Two-way Synchronization: Files can be edited either from Salesforce or SharePoint, all changes are saved, ensuring you always have the latest version.
• Supports all Microsoft Office 365 files. File 365 opens your file directly from Salesforce in the right Microsoft 365 Office application such as Word, Excel and PowerPoint.
• Seamless collaboration on files: File 365 enables team members to collaborate simultaneously on files.
• File 365 Gallery: Preview and scroll through files with the File 365 gallery. Click on a thumbnail to enlarge the view and scroll on to next image.
• Multiple SharePoint Sites and Document Libraries: Use multiple Tenants, multiple SharePoint sites and multiple Document libraries to store your files.
• Email to Case support: Incoming mail attachments are related to the case record and automatically saved in SharePoint.
• Supports merging records: Merging Account en Case records in Salesforce merges the files and folders in SharePoint
• Rename or Delete files. Files related to Salesforce records can be renamed or deleted either in Salesforce or SharePoint.
Provider Details
Vloeiend IT
Amsterdam, Noord-Holland, Netherlands
Vloeiend IT is certified Salesforce partner, specialized in complex integrations and custom development. We support our customers in maximizing value through the Salesforce platform, by looking at the complete chain of manpower, business processes and technology. With many years of expertise in the field of IT, software development and complex integration issues, our consultants are able to design a flexible business administration tailored to your needs. Fields of expertise: Our fields of expertise include process improvement, integration, IT links, Salesforce, Office 365, Microsoft 365, software development, information management, data integration, cloud integration, cloud links, Business Intelligence, reporting, Force.com, and BPM. Why do customers choose us? Customers have given us their trust as we focus on building long-term relationships with our customers. Flexibility, professionalism, personal attention and respect are fundamental to our partnership.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
For detailed information on pricing please refer to https://file365.nl/pricing/ and the financial section of our Knowledge Base https://file365.nl/docs/ You may also send an email for volume discounts or any other questions at info@file365.nl.
File 365 - Monthly
€5.95 EUR/user/month
File 365 - Yearly
€69.95 EUR/user/year
File 365 - Unlimited
€12,500 EUR/company/year