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Filenize

Get organized

Overview

Effortlessly integrate Salesforce with SharePoint. Instantly access the right folder for each record. Create dynamic folder hierarchies aligned with Salesforce data. Solve efficiency challenges in document management, saving time and reducing errors.

See How Filenize Works

Seamless Integration with SharePoint - Filenize provides direct access to your centralized SharePoint folders within Salesforce, eliminating the need to switch between platforms.
Automated folder hierarchy - Work smarter and move on from the hassle of setting up an organized folder structure. You’re able to fully automate this type of workflow.
Metadata Driven Searchability - Enhance document findability by enriching files and folders with metadata derived from Salesforce data.
Experience Cloud - Enable Filenize to collaborate with partners and customers by securely publishing your SharePoint document library.
Low cost - No custom integration implementation needed; everything is available out of the box. Customize your workflow via Flows in minutes.
Unified User Interface - Work directly within Salesforce, complemented by SharePoint's functionality, ensuring all necessary tools are available on one screen.
Enhanced Team Collaboration - Facilitate better teamwork through centralized document sharing and real-time collaboration, directly from Salesforce.
Simplified Setup and Use - Filenize offers a straightforward installation process, allowing for quick onboarding and immediate usability.
Increased Productivity - By streamlining document access within Salesforce, Filenize boosts productivity and efficiency.

Filenize brings SharePoint into Salesforce with zero migration effort—so you can browse, create, rename and delete folders and files without ever leaving your CRM. As soon as you create a record, Filenize automatically builds and links the perfect folder hierarchy in SharePoint, and opens it alongside the related record for instant access. Leverage your Salesforce data to enrich document metadata and make search lightning-fast. Designed for rapid, out-of-the-box deployment, Filenize transforms your team’s collaboration by keeping your documents organized, connected and discoverable. Download Filenize and start managing your files smarter from day one.