Syncs files between Salesforce and SFTP folders, with automated transfer rules and transaction logs.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE

What it does

DocLooper synchronizes files between Salesforce and SFTP folders, including transfers through multiple SFTP servers. It stores files in external storage locations and supports rule-based automated transfers. Salesforce users can view successful and failed transaction logs with filtering and sorting. The add-in includes views compatible with Salesforce Classic and Lightning.

Key capabilities

from the Salesforce AppExchange listing

SFTP file transfers

Connects multiple SFTP servers for sending and receiving documents.

Rule-based AutoSync

Sets up rules for automated transfers between Salesforce and SFTP folders.

External file storage

Stores files in an external storage location.

Transaction audit trail

Shows successful and failed transactions with filtering and sorting.

Use cases

  • Automates the transfer of banking files.
  • Archives unused files in external storage.

Who it's for

Back-office staff managing Salesforce files and SFTP transfers.

How it compares

DocLooper synchronizes files between Salesforce and multiple SFTP servers using rule-based transfer automation. Attachments.expert stores Salesforce attachments and files on Amazon S3, Microsoft Azure, FTP, SFTP, or network storage. Attachments.expert is also described as addressing attachment size and storage limits.

NamePricingDeploymentUpdated
DocLooperthis pluginPaidCloud
Attachments.expertPaidCloud

In the catalog

206 plugins in Salesforce Platform · Documents and content

Price distribution: 42 free, 19 freemium, 145 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«DocLooper is fully audible solution for syncing files between Salesforce and SFTP folders. Whether its automating your banking files or archiving your unused files, we let you take charge of your SFTP integration. With DocLooper you have the ability of storing or securing your file on an external storage location. You …»

Official marketplace listing

Publisher
CloudKaptan
Updated on marketplace
Facts verified