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Filenize

By Brightfox B.V.

Get organized

€6   EUR/user/month

Discounts available for nonprofits

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Business Need
Productivity
Collaboration
Document Management
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

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.

  • Streamline Salesforce and SharePoint with Filenize

  • Basic folder and files handeling

  • Setting up lightning component

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
Experience Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Microsoft Sharepoint Online Microsoft Azure

App Details

Version
Filenize/Summer '26 3.12.0
Listed On
04/06/2022
Latest Release
07/21/2026
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.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile
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: 14
Custom Tabs: 7
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 3
Community Builder: 2
Languages
English

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.
2.9.0
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.
12/30/2021

Additional Details

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.

Need help?

Brightfox B.V.

Breda, Noord Brabant, The Netherlands

Visit our Knowledge Base for installation instructions, automation guidelines, FAQs, Roadmap, and Change Log. For customers, we have our own support desk. Filenize can provide consultancy for complex implementations.

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