sFiles for CRM<br>Integration  

sFiles for CRM
Integration

Our powerful SharePoint utilities allow you to create new folder structures in SharePoint Online (Microsoft 365) that are linked to individual records in Salesforce. Upload, download, edit, and rename from Salesforce with a single click!

Step 1 of 5

Tired of trying to manage and share content between your teams?

Step 1 of 5

Tired of trying to manage and share content between your teams?

sFiles can be set up to automatically create folder structures in SharePoint Online that match the hierarchy and structure of your data in Salesforce. This means that as users navigate through either system, they always see the right files and can view, edit, download, and upload files in the right place without having to worry about it.

Step 2 of 5

No scary integration setup required

Step 2 of 5

No scary integration setup required

At sFiles, we believe that a great integration tool is one that takes care of the hardest parts and steps you though each step in the process. Our wizard lives in Salesforce and helps you configure the places in Salesforce that you want to connect to SharePoint Document Libraries.

We support multiple sites and libraries, and you can place sFiles on any objects in Salesforce where you would like your internal users - or even external citizen users - to see and download, or even upload new files.

Step 3 of 5

Make secure files available to employees and citizens

Step 3 of 5

Make secure files available to employees and citizens

Salesforce has a powerful cloud to share functionality with users who are external to your agency - and with sFiles you can now securely share folders and files, as well.

Share your knowledge base resources from a single SharePoint source of master files, without exposing SharePoint directly. You can also streamline the handling file uploads and downloads related to citizen interactions, while keeping all those folders and files linked to the citizen data in Salesforce.

Step 4 of 5

Security first, so you can sleep at night

Step 4 of 5

Security first, so you can sleep at night

sFiles was built from the ground up with security as a top priority. That is why there is no middleware and your files never leave the safety of your Salesforce and SharePoint environments. Once uploaded into SharePoint, sFiles honors the per-user permissions set up in SharePoint and only shows the folders and files a given user is authorized to access.

sFiles also meets the FedRAMP requirements for native AppExchange software running on Salesforce and SharePoint, giving you the highest level of confidence in the product's security.

Step 5 of 5

Make sFiles do exactly what you need it to do

Step 5 of 5

Make sFiles do exactly what you need it to do

Many apps are just widgets, built to do one function but falling woefully short when customization is needed.

sFiles was built by a team with over a decade of experience implementing custom Salesforce applications for real customers. So, we have made sFiles incredibly flexible.

To avoid coding efforts, many of the options can be simply configured with no custom development needed. By altering a few parameters, you can dial in the User Experience and functions your users need. For more advanced actions, sFiles can even run Visual Flows in Salesforce!

Some of our customers want even more flexibility and gain a massive return on their sFiles investment by calling our sFiles APIs from Triggers and calling sFiles functions from Apex, and by embedding our UI into completely custom-coded experiences. So, sFiles functions more like a platform than just an app.