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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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudExperience Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloperEssentials
App Details
- Version
- File 365/v4.13 4.13.1
- Listed On
- 12/09/2020
- Latest Release
- 04/02/2025
- 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.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 AccountsCommunity 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: 6Custom Tabs: 4Custom Apps: 2
- Lightning Components
- Global: 6App Builder: 0Community Builder: 1
- Languages
- English
Security
Additional Details
With FILE 365, just one click on a file in a Salesforce record is enough to open the file in the right Microsoft 365 application ready for editing. Changes are automatically saved to the document. No more need to download files and upload the files back to Salesforce after editing. FILE 365 GALLERY A preview of the file is displayed in Salesforce, giving the user immediate insight to the content of a file. The File 365 Gallery enables the user to scroll quickly through the content of multiple files without opening each file individually. Previews are available for all file types supported by Office 365 Online. Save large files directly to SharePoint, like videos or pdf's, and access them from your Salesforce records. EMAIL-TO-CASE File 365 supports Email-to-Case. Incoming mail attachments are related to the case record and automatically saved in SharePoint. FILE 365 combines both strengths of Salesforce and Microsoft 365: Use Salesforce to automate your processes and use SharePoint to store data in a structured way. Never worry again about losing updates to your Salesforce files. File 365 is suitable for all Salesforce clouds.
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