Within Salesforce manage and upload files into your Sharepoint folders, directly from the record page.
Move on from organizing folders manually! The Salesforce Flow integration lets you set up an automated workflow in a few clicks.
Not finding a file because you can’t remember the name will become history. You can save Salesforce info as metadata on both file and folder levels in SharePoint to enhance findability.
Work directly in Salesforce topped off with the functionality of SharePoint. Constantly switching screens becomes a thing of the past. Hello, efficiency!
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