SharePoint Integration

Integration Salesforce & MS SharePoint

Filenize

The app Filenize enables you to connect Salesforce with Sharepoint. In that way, you can manage your documents and folders directly in Salesforce on the record page.

Download Filenize in the AppExchange

View Sharepoint documents within Salesforce

Within Salesforce manage and upload files into your Sharepoint folders, directly from the record page.

Automated folder set-up in Salesforce via Flow

Move on from organizing folders manually! The Salesforce Flow integration lets you set up an automated workflow in a few clicks.

Locate files based on Metadata

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.

Everything you need on one screen

Work directly in Salesforce topped off with the functionality of SharePoint. Constantly switching screens becomes a thing of the past. Hello, efficiency!