MenuAgentExchange
SalesforceSlack

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?

File 365 – Empower Salesforce with SharePoint integration

By Vloeiend IT

Integrate Salesforce and SharePoint for easy file management in Salesforce

€5.95   EUR/user/month

Discounts available for nonprofits

Try It
Business Need
Collaboration
Document Management
Integration
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Experience 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.

  • File 365 Gallery introduction

  • File 365 - Save your files in SharePoint and open them in Salesforce

  • File 365 - Documents uploaded to Salesforce Files are directly moved to SharePoint

  • File 365 - Edit Microsoft 365 files direcly in Salesforce

  • File 365 - Use the File 365 Preview pane to show the documents content in Salesforce