Connect Salesforce and SharePoint Online

Sync files and folders
seamlessly

Request your 30-day free trial!

"Thanks to the combined strengths of Salesforce and SharePoint Online, we send correct proposals to our customers at 25% less throughput time."

Jos Breyne (Director Sales Engineering, St Engineering iDirect)

Overview features

Any custom object - Manage every file on any (custom) object
Multiple SharePoint Online sites - Elect a default or configure object specific
Community & Service Cloud - Upload big files (> 500MB) via the community
Customizable folder structure - Generate a default folder structure or create your own based upon your rules
oAuth Authentication - Log into SharePoint 0365 via Salesforce, without revealing your credentials to Salesforce
Different access possibilities - Grant your users the ability to login to SharePoint O365 or limit their file actions
Restricted file & folder access - Restrict file access and actions for users with anonymous access
Native Salesforce look & feel - 24Files stands out with its performance, but does not disrupt the overall layout
Mobile Compatible - Manage and upload files via mobile devices as smartphone and tablet

Why connect Salesforce
with SharePoint Online?

Increase productivity

Spend less time looking for the right file.

All recent files are displayed within a synced folder structure. File versioning gives you an easy to follow track record.

Transparancy

Share information carelessly and collaborate between teams.

Never switch between applications again. Salesforce users don’t need to upload files in different locations and non-Salesforce users will always have access to the right files in SharePoint Online.

Improve processes

Let customers handle the upload.

Eliminate redundancies and let customers upload files themselves into SharePoint Online, without giving them authorisation or risk possible security leaks. Your team can access all uploaded files directly through Salesforce and SharePoint Online.

Large file sharing

Never exceed your Salesforce storage capacity.

All files saved to SharePoint Online can be viewed and managed directly out of Salesforce.

Access everywhere

Online and offline.

View and manage your files via the OneDrive sync application.

Best of both worlds

Keep flexibility.

Never lose the convenience of using either SharePoint Online or Salesforce within their native environment.

How does 24Files work?

Watch a demo

Quick and easy configuration

Make SharePoint Online add-in in Salesforce
Assign a default SharePoint Online site or configure object and record type specific
When a Salesforce record gets loaded, a referring directory is created in SharePoint Online.
Upload or download files, create / move or delete directories. Everything is immediately transferred towards SharePoint Online.
The Salesforce Lightning app acts as a view-port for SharePoint Online data.

24Files pricing

We offer special prices for NGO’s. Feel free to contact us for a personal offer.

User based

€5/user/month

Great for small teams and organisations

Org Based

€5.000/year

Recommended for large teams and organisations