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Connect Salesforce and SharePoint Online
Sync files and folders
seamlessly
Request your 14-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
- Bi-Directional Sync - Real-time sync between Salesforce & Sharepoint and vice versa
- Any custom object - Manage every file on any (custom) object
- Multiple SharePoint Online sites and document libraries - Elect a default or configure object specific ones
- 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
- Metadata Sync - Select which Metadata you want to sync between Salesforce & Sharepoint
- 24Files Lighting Component - Easy drag and drop our 24Files component on any page
- Mobile Compatible - Manage and upload files via mobile devices as smartphone and tablet
- Dynamic Folder Structure - Automatically name your folder structure with Salesforce record values using dynamic tags
- Configurable custom functionalities - Enable or disable certain functionalities like file preview, downloads, delete, ...
- Global Search - Search for your Sharepoint files via global search in Salesforce
- Salesforce Flows - Use 24Files' functions via Salesforce Flows or Apex
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
User based
€5/user/month
Great for small teams and organisations
- Starting from 20 users
- Yearly payment
Org Based
€7.500/year
Recommended for large teams and organisations
- Unlimited users
- Yearly payment
- Free onboarding session
