24Files | Connect SharePoint with Salesforce

by 24FlowSalesforcePaid

Connects Salesforce records to SharePoint for browsing, syncing, uploading, and managing files and folders.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
24Files | Connect SharePoint with Salesforce — screenshot from the Salesforce AppExchange listing

What it does

24Files connects Salesforce with SharePoint Online so files and folders can be accessed and managed from Salesforce. It supports bidirectional syncing of files, folders, and metadata, including uploading, downloading, deleting, renaming, moving, previewing, and editing files. Salesforce Flows and Apex can automate folder creation, file uploads, and metadata synchronization. The add-in supports Experience Cloud access for external users without a SharePoint login.

Key capabilities

from the Salesforce AppExchange listing

SharePoint file management

Users can upload, download, delete, rename, move, preview, and edit SharePoint files from Salesforce.

Folder management

Users can create, rename, move, and delete SharePoint folders from Salesforce.

Bidirectional synchronization

The add-in synchronizes files, folders, and metadata between Salesforce and SharePoint.

Salesforce automation

Salesforce Flows and Apex can automate folder creation, file uploads, and metadata synchronization.

Custom folder structures

Folder structures can use Salesforce object levels, subfolders, and record field values for folder names.

Experience Cloud access

External users can access SharePoint content through Experience Cloud without a SharePoint login.

Use cases

  • Files can remain stored in SharePoint while being accessed from Salesforce records.
  • Folder structures can be created across multiple SharePoint sites and document libraries using Salesforce object levels and record field values.

Who it's for

Salesforce teams and external Experience Cloud users.

How it compares

24Files supports Salesforce access to SharePoint files and folders, bidirectional synchronization, Salesforce Flows and Apex automation, and record-based folder structures. CloudFiles also provides a Salesforce file browser for SharePoint and integrates with Google Drive, OneDrive, AWS S3, Azure Blob, Box, and Dropbox. Filenize supports browsing and managing SharePoint files and folders from Salesforce and automatically creates and links a folder hierarchy when a record is created.

NamePricingDeploymentUpdated
24Files | Connect SharePoint with Salesforcethis pluginPaidCloud
CloudFiles Document Management | Connect SharePoint, AWS S3, Azure, Google DrivePaidCloud
FilenizePaidCloud

In the catalog

43 plugins in Experience Cloud · Documents and content

Price distribution: 19 free, 3 freemium, 21 paid

Pricing & deployment

Platform
Salesforce
Product
Experience Cloud
Deployment
Cloud
Pricing
Paid

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What the vendor says

«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 …»

Official marketplace listing

Publisher
24Flow
Updated on marketplace
Facts verified