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FirmWorks Files | Files That Do More.

By FirmWorks

Files That Do More.

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

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Industries
Horizontal Product
Government
Business Need
Productivity
Contract Management
Document Management
Requires
Platform Cloud
Compatible With
Experience Cloud
Financial Services Cloud
Government Cloud

File reporting, bulk uploading, advanced data entry, and more. FirmWorks Files is a file management tool that brings enhanced functionality to Salesforce Files, allowing users to manage better, tag, and report on files without ever leaving your CRM.

  • See how to get more out of your Salesforce Files

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Financial Services Cloud
Government Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
★★★★★ Need help installing and configuring? Let us walk you through it https://calendly.com/khfirmworks/30min?month=2024-04 ★★★★★ Check our install guide: https://firmworks.github.io/files/

App Details

Version
FirmWorks Files/August 2026 0.88.0
Listed On
12/21/2021
Latest Release
08/10/2026
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
Lightning Ready
Editable Code
Multiple Currencies
Person Accounts
Salesforce Shield
Lightning App Builder
Salesforce Mobile
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.
0.26.0
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.
10/26/2021

Additional Details

A 100% Native document management tool with: • Enhanced File Previews: View, update, and enter new data directly on record layouts, minimizing mistakes caused by navigating away to update record files. • Data Entry from Files: Easily read your files and translate data from a file to a tag without needless clicks and navigation. In list view, users can audit file content or auto-complete data in rows, quickly streamlining the data entry process. • File Reporting: Report on existing and missing Salesforce Files and report automation for auditing and compliance paperwork. • Bulk File Upload: Gone are the days of adhering to Salesforce's ten files per upload limit. FirmWorks Files allows users to upload thousands of files simultaneously, tagging and sharing them. • Upgraded File Search: List view supports side-by-side content viewing, allowing users to update data directly in file search. • File sharing/public link management: Easily manage password-protected links to share your files externally. • Optimized UX: Create curated upload buttons to automatically tag documents as they're uploaded, providing end users with a better experience. ★Get 3 Free Licenses ★

Need help?

FirmWorks

Colorado

Need additional help? We're here to support you and make you successful. Schedule a time to talk with one of our Files experts. https://calendly.com/khfirmworks/30min?month=2024-03

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