24Files | Connect SharePoint with Salesforce
Connects Salesforce records to SharePoint for browsing, syncing, uploading, and managing files and folders.
24FlowPaid
Filenize
by Brightfox B.V.SalesforcePaid
Manage SharePoint files and folders from within Salesforce Experience Cloud.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Filenize provides access to SharePoint folders and files inside Salesforce, where users can browse, create, rename, and delete them. When a Salesforce record is created, it builds and links a SharePoint folder hierarchy and opens it with the related record. Salesforce data can supply document metadata for search. The add-in can publish a SharePoint document library through Experience Cloud for partners and customers.
Key capabilities
from the Salesforce AppExchange listingSharePoint file management
Users can browse, create, rename, and delete SharePoint folders and files from within Salesforce.
Automated folder hierarchy
Creating a Salesforce record automatically creates and links a corresponding SharePoint folder hierarchy.
Salesforce metadata search
Salesforce data can be used to add metadata to files and folders for document search.
Experience Cloud publishing
The SharePoint document library can be published through Experience Cloud for partners and customers.
Use cases
- A Salesforce record can serve as the starting point for a linked SharePoint folder structure.
- Partners and customers can access a SharePoint document library published through Experience Cloud.
How it compares
24Files provides access to, upload, and management of SharePoint files and folders from Salesforce, while Filenize also describes automatic folder creation linked to Salesforce records and metadata-based search. sFiles describes record-level integration with SharePoint sites and document libraries and automatic creation of complex folder structures; Filenize additionally describes publishing a SharePoint document library through Experience Cloud. XfilesPro and CloudFiles describe connections to multiple external storage services, whereas Filenize describes SharePoint and Experience Cloud.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| 24Files | Connect SharePoint with Salesforce | Paid | Cloud | |
| sFiles | Connect to SharePoint Online! (Integrate with Microsoft 365 and Teams) | Paid | Cloud | |
| XfilesPro Document Management | Connect SharePoint, S3, Google Drive & OneDrive | Paid | Cloud | |
| CloudFiles Document Management | Connect SharePoint, AWS S3, Azure, Google Drive | Paid | Cloud |
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
Similar plugins in Experience Cloud · Documents and content
View all 43 →
XfilesPro Document Management | Connect SharePoint, S3, Google Drive & OneDrive
Manage Salesforce documents through SharePoint, AWS S3, Google Drive, and OneDrive with synchronization and workflow automation.
XfilesPro Labs Pvt LtdPaid
CloudFiles Document Management | Connect SharePoint, AWS S3, Azure, Google Drive
Manage external documents from Salesforce Experience Cloud records.
CloudFilesPaid
sFiles | Connect to SharePoint Online! (Integrate with Microsoft 365 and Teams)
Connects Salesforce Experience Cloud records to SharePoint Online for linked file and folder management.
Upsource SolutionsPaid
What the vendor says
«Filenize brings SharePoint into Salesforce with zero migration effort—so you can browse, create, rename and delete folders and files without ever leaving your CRM. As soon as you create a record, Filenize automatically builds and links the perfect folder hierarchy in SharePoint, and opens it alongside the related …»