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24Files offers the same file and folder actions as in SharePoint Online.
You can upload, download, preview, rename, move and delete files, depending on the access given to the user. See the different access possibilities below.
When the 24Files component gets loaded on the Object Record, a perfectly synced folder structure will be created within seconds.
Your Salesforce users are always in connection with your SharePoint Online users, thanks to the bi-directional sync. Changes made in Salesforce are immediately visible in SharePoint O365. And the other way around!
24Files can be used on the community (Service Cloud)
Combined with anonymous access:
Let your users continue their daily chatting habits in Salesforce and enhance the internal collaboration even more through file tagging in Chatter.
All files uploaded via Salesforce and SharePoint Online that are linked to an Object Record can be tagged in Chatter.
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Let users upload, download, rename, move, preview and delete SharePoint Online files and folders with 24Files.
To use authenticated access, you’ll need your SharePoint Online credentials. In a few clicks, you can change the access rights to the application. Go to the Lightning App Builder, click on the component and select from the dropdown ‘Authenticated’.
Limit user access to upload, download and preview of SharePoint Online files and folders with 24Files. Extend the anonymous access with delete, move and rename actions.
No credentials to your SharePoint Online account are needed. It’s perfectly suited to let customers upload files via the community.
Assign a specific SharePoint Online site to a specific object or a record type.
First, choose a SharePoint Online site and the corresponding document library that will be used as a default for objects without a specific site.
To link objects or record types to specific sites and document libraries, choose the object you want to configure, go to Setup > Installed Packages > Configure.
Customise everything to your needs by creating your own folder structure in the 24Files manager. All based upon your rules.
Use already existing folders in SharePoint Online or let 24Files create them for you.
You don’t need a custom folder structure and you are okay with a basic setup?
Just add the 24Files component to an object lightning page and the folder structure is created for you!
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