24Files_logo
Request Demo

Home

Salesforce & SharePoint Online Integration

Sync files & folders
seamlessly

Watch Demo Now
Start Free Trial Now
salesforce sharepoint integration
AST-TURBO-logo
StenTech-logo
House-of-HR-logo
australian-government-department-of-the-environment-and-energy-vector-logo
House-of-talents-logo
KERMI_GMBH-logo
HRA-logo

Why Salesforce and
SharePoint integration?

Boost efficiency

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.

Transparency

Share information 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 from Salesforce.

Access everywhere

On desktop and mobile.

View and manage your files on any device.

Best of both worlds

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

Customer Reviews

We love hearing from our customers! Your feedback not only inspires us but also helps others understand the value we bring. Share your experience with us on social media or through our website. Your voice makes a difference.

We evaluated several cloud-storage integration options before giving 24F a whirl, and from the go appreciated its ease of implementation & straightforward functionality. IMO this is the lightest-lift & most cost-effective cloud-storage integration out there, and I have confidence the highly-responsive support & development staff are invested in continually improving. We migrated nearly 1M files from various places (SF, 3rd party cloud, local storage, etc.) into SharePoint, which are all now accessible in our org. Good stuff keep it up.
Reviews-Appexchange-24Files
Dave Davis02/20/2025
This is a great app to integrate Salesforce with Sharepoint with some awesome features as dynamic folder (works with dynamic folder when instead of creating a folder structure you need for a particular object a way to sync to an existing folder created by an external system). Also they give great ways of customizing moving files, upgrade metadata, create new folders, all from actions that can be called from apex or subflows. So highly recommended!!
Reviews-Appexchange-24Files
Juan Manuel Filgueira12/05/2024
I had a fantastic experience with 24Files' customer service team. They were incredibly responsive, professional and went above and beyond to resolve my issue quickly and effectively. Highly recommend 24Files! The users are also very happy with the product and the Salesforce admins working with this product.
Reviews-Appexchange-24Files
Anna Hesketh12/02/2024
Very easy to set up 24files without the need for extensive technical knowledge. Once set up, the SharePoint integration works great without any issues. I would recommend this tool for everyone looking to leverage SharePoint capabilities within Salesforce!
Reviews-Appexchange-24Files
Maxime Raes02/21/2025
We had some very specific needs for a SharePoint integration with our Salesforce implementation at the University of Toronto, and 24Files was the perfect fit. 24files has proven to be an exemplary partner in our digital endeavors. Not only is their app intuitive and user-friendly, but the support team is also exceptionally responsive and dedicated. When we brought forth a specific feature request crucial for our daily operations, the 24files team went above and beyond by developing it. It's evident they prioritize customer needs and value feedback. Their commitment to tailored solutions makes them a standout choice in the Appexchange world! Would highly recommend.
Reviews-Appexchange-24Files
Court van Beek08/14/2023

How does 24Files work?

Watch a demo

Quick and easy configuration

  • Create SharePoint Online App Registration.
  • Assign a default SharePoint site or configure object and record type specific ones.
  • When a Salesforce record is created, a corresponding folder structure is created in SharePoint.
  • Upload or download files, create / move or delete folders. Everything remains always synced with SharePoint Online.
  • The 24Files app provides an always up-to-date view on SharePoint files and folders.
More information

One Click Away from Smarter File Management

Schedule Your Personalized Demo Now.

Trusted by industry leaders, 24Files simplifies document workflows, automates file processes, and saves hours each week, all while keeping your data secure and compliant.

Book a demo now

FAQ

Does 24Files work on mobile devices?

Yes. 24Files works on mobile, tablet and desktop.

Yes. 24Files comes with an easy-to-use admin interface, so there are no API names to deal with: just point and click to set up and configure. You also get a solid documentation set for Salesforce admins and a large library of how-to video tutorials.

No. 24Files is a 100% native Salesforce application that installs in your own Salesforce environment and connects directly to your SharePoint. It doesn’t host any service or store any of your data.

24Files works with any Salesforce edition and is most often used with Sales Cloud, Service Cloud and Community Cloud. You can use it on any record page, for any Salesforce or custom object.

Yes, and it’s one of the stronger areas of 24Files. It supports an extensive set of Apex actions you can use in Flows to build your own automation use cases. On top of that, various platform events give you the triggers to start specific automation Flows.

Yes. You can start a free trial straight from the AppExchange.

 
 

Still looking for more answers?

Go to our Manual