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DeepFiles - Roll Up Salesforce Files

Salesforce Files Rollup - Salesforce Files Just got better with DeepFiles

Overview

Roll up and search Salesforce Files across related records with a configurable, no-code relationship builder and unified viewer. Build powerful filters to only rollup the required files for a users job to be done. Salesforce Files just got better!

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See How DeepFiles - Roll Up Salesforce Files Works

  • MULTI-HOP ROLLUPS Configure relationship paths to roll up files across multiple hops (Account → Contact → Case) with point-and-click settings.

  • UNIFIED SEARCHABLE VIEWER Display all related files in one component on record, app, or home pages for faster discovery and reduced clicks.

  • NO-CODE ADMIN BUILDER Admins control source objects, relationship paths, filters, columns, and grouping through a visual configuration UI.

  • ACCESS CONTROL & PERMISSIONS Leverage included permission sets and viewer controls to enforce who can see rolled-up files and ensure security.

  • AGENT-READY AI ACTIONS Built-in Agentforce actions enable conversational search and retrieval of rolled-up documents for AI-enabled workflows.

Salesforce shows files only on the current record; DeepFiles aggregates files across related records into a single, searchable viewer on the page. Administrators use a point-and-click relationship builder to configure multi-hop rollups (for example Account → Contact → Case) and set filters, view columns, and grouping without code. Files are organized by relationship and source record, helping users find contracts, attachments, and other documents that would otherwise be missed. Built-in viewer components and permission sets let organizations control access and surface rolled-up content on Record, App, and Home pages. Agent-ready capabilities enable conversational search and retrieval for teams adopting AI workflows. DeepFiles reduces time spent searching, improves document visibility, and keeps configuration centralized and auditable. Look on our website for powerful use cases that will enable your users to be more efficient.

Categories

Business Needs
Sales
Customer Service
Collaboration
Industries
Energy
Engineering, Construction, & Real Estate
Government
Personas
Business Operations Manager
Business User
Sales Representative / Manager
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.
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.
No Limits
Lightning Ready
Managed Package
Lightning App Builder

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