DocFynd - Salesforce Document Management Solution

What it does

DocFynd links documents to multiple Salesforce records, applies tags and categories, and creates folders based on configured criteria. It can update fields or perform actions when documents are uploaded, store files in external services, and sync documents from external drives to Salesforce. Email attachments from Gmail and Outlook can be uploaded to Salesforce and linked to corresponding Account or Opportunity records.

Use cases

• Store email attachments in external-drive folders associated with Account or Opportunity records.
• Synchronize a custom folder structure between Salesforce and external drives.
• Apply tags to older documents and share them across related Salesforce records.

How it compares

Documents Organizer focuses on file organization and import or export, while DocFynd also links documents to multiple Salesforce records, applies upload rules, and connects to external storage services. Lightning File Explorer provides a file hierarchy for Salesforce-associated files, whereas DocFynd adds external-drive document syncing to Salesforce, document workflows, and email attachment handling. Cloud File Uploader supports uploads from cloud providers, local storage, and remote URLs, while DocFynd includes configurable record linking, tagging, folder automation, and document actions. Files Connect for Salesforce Users connects Google Workspace files to Salesforce records, while DocFynd connects to other listed external storage services and includes document workflow features.

In the catalog

642 plugins in Salesforce Platform · Documents and content

Price distribution: 308 free, 63 freemium, 271 paid

More Salesforce plugins • Documents and content plugins

Pricing & deployment