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24Files | Connect SharePoint with Salesforce

Sync SharePoint files and folders with Salesforce

Overview

Easily link SharePoint files and folders to your Salesforce records and access them within Salesforce. Create folders automatically and organize & manage documents. Start your free 14-day trial and experience a smoother way to manage documents!

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See How 24Files | Connect SharePoint with Salesforce Works

  • SETUP IN 24 MINUTES, REMAIN SYNCED WITH SHAREPOINT 24/7 ✔ An easy & quick bidirectional sync for files, folders and metadata. ✔ Upload, download, delete, rename, move, public link, preview and edit files. ✔ Create, rename, move and delete folders.

  • PROCESS AUTOMATION WITH FLOWS AND APEX ✔ Works with any Salesforce or custom object. ✔ Build document process automation use cases through Flows and Apex. ✔ Works with Sales Cloud, Service Cloud, Experience Cloud, AppExchange Apps, ...

  • CREATE & CUSTOMIZE FOLDER STRUCTURES IN SHAREPOINT ✔ Work with multiple SharePoint Sites and Document Libraries. ✔ Tailor the folder structure up to the (custom) object level. ✔ Add subfolders and name folders based on record field values.

  • COMPATIBLE WITH EXPERIENCE CLOUD ✔ External Access Without SharePoint Login. ✔ Support for large files upload to SharePoint. ✔ Restrict functional and data access for external users.

  • NO ADDITIONAL STORAGE CAPACITY NEEDED ✔ Do not exceed Salesforce storage quota. ✔ SharePoint files and folders are directly accessible from within Salesforce.

  • FREE TRIAL ✔ Request a demo via sales@24files.eu or book from https://24files.eu ✔ Give it a try with a 14-day FREE TRIAL !

MAIN FEATURES FOR ANY 24FILES SUBSCRIPTION PLAN Use 24Files to seamlessly integrate Salesforce with SharePoint Online. Instantly access, upload, and manage files and folders stored in SharePoint — all from within Salesforce. Enable teams to work efficiently with files in the right context, without switching systems or duplicating storage. Main Use Cases: ✔ Save on Salesforce file storage by leveraging SharePoint’s capacity ✔ Navigate SharePoint folders directly from Salesforce records ✔ Control folder structures and naming using Salesforce object field values ✔Automate folder creation, file upload, and metadata sync using Flows & Apex Additional Information: ✔ 24Files is GDPR compliant, built with enterprise-grade Salesforce & SharePoint security in mind ✔ Works with all standard file types supported by SharePoint ✔ Available in all Salesforce Clouds (Sales, Service, Experience, etc.) ✔ Compatible with Experience Cloud ✔ 100% native Lightning app with a clean UI and oAuth-based authentication ✔ Responsive support included in every subscription plan ✔ 14-day FREE trial with full functionality.

Categories

Business Needs
Productivity
Document Management
Integration
Industries
Horizontal Product
Engineering, Construction, & Real Estate
Financial Services
Personas
Administrator
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.
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.
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
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

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