SharePoint Files for Salesforce

Your SharePoint documents on every Salesforce record. Browse, preview, upload, create and edit SharePoint files from a Files tab on accounts, opportunities, leads and more, with one copy kept in SharePoint and SharePoint permissions respected on every file.

Overview

This video is for sales and operations leaders whose documents live in SharePoint while their customers and deals live in Salesforce. Attaching files to Salesforce makes copies and uses Salesforce file storage. Here, each record shows its own SharePoint folder instead.

What you'll see

An account manager opens the Files tab on an account and sees its SharePoint folder, with recently changed documents at the top and a preview in place. The same folder is shown side by side in SharePoint: it is not a copy. Files are dropped onto the card and go straight to SharePoint, including a 120 MB video uploaded in pieces, while a file over the configured size limit is refused. A new Word document is created from the card and opens in Word for the web. A text file is edited in Salesforce, and when someone changes the same file in SharePoint at the same time, the save is stopped and the newer version is shown. Every save becomes a SharePoint version.

A brand new opportunity gets its standard starter folders with one click, and several files are moved to another deal in one step. Converting a lead moves its folder to the new opportunity, so nobody re-files anything. An administrator adds a folder to the account template in Setup, with no code, and applies it to an existing account.

Security

Every file has two locks. Salesforce checks that the person can see the record, and SharePoint checks, under the person's own Microsoft 365 account, that they can see the file. A sales rep does not see a confidential renewal that is hidden from them in Salesforce, can only view a deal they can read but not edit, and loses a folder as soon as their access is removed in SharePoint.

What you gain

One copy of every document, kept in SharePoint. No Salesforce file storage used for these files. The same folder structure on every record. Files that follow the business when leads are converted.

Configured for your organization

PS Advisory configures the objects, folder names, starter folders, size limits and SharePoint site to match your Salesforce org and your Microsoft 365 tenant.

Live Salesforce and SharePoint screens. Companies, people and documents are sample data.