How it works
How it works
For your users & as a system administrator
User Features
Access & Manage all files and folders
24Files offers the same file and folder actions as in SharePoint Online.
You can upload, download, preview, rename, move, edit and delete files and create, delete, move and rename folders.
See the different access options below.
Always up to date and no double work
When the 24Files component gets loaded on the Object Record, a perfectly synced folder structure will be created within seconds.
24Files always provides the latest view, thanks to the bi-directional sync between Salesforce and SharePoint Online. Changes made in Salesforce are immediately reflected in SharePoint O365. And the other way around!
Enable community users
24Files can be used on Experience Cloud
Combined with anonymous access:
- Experience Cloud actions can be restricted to upload/download of files only.
- Experience Cloud users do not need a SharePoint account.
- Experience Cloud users have only access to their personal files in the shared/public folder.
Automatically upload from Salesforce storage
Configure 24Files to automatically transfer files uploaded to Salesforce storage to SharePoint Online in the right folder. Enable this also for email attachments stored via email-to-case. Save on storage costs.
Go to the right folder in SharePoint Online, with one click
With the ‘Go to SharePoint’ button, users are one click away from being in the right place in SharePoint Online.
System Administrator Features
Select the right access mode for the right use case
Authenticated access
Let users upload, download, rename, move, preview, create public links, edit and delete SharePoint Online files and folders with 24Files.
To use authenticated access, your users need a SharePoint Online account.
Anonymous access
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.
Anonymous Access uses a shared service account and individual users do not need SharePoint Online credentials. It’s perfectly suited to let customers upload files via Experience cloud.
For step-by-step setup instructions, see the 24Files access mode documentation.
Configure object specific SharePoint Online sites
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.
Additionally, configure specific SharePoint Sites and Document Libraries at the object, record type or even at the individual record level.
For detailed configuration steps, refer to the 24Files object specific SharePoint Online sites documentation.
Configure your own folder structure
Create your own folder structure in the 24Files Manager app. Combine it with filter rules to allow for multiple folder structures for the same object.
Use existing folders in SharePoint Online or let 24Files create new folders when a record page gets first loaded.
For step-by-step setup instructions, see the 24Files folder structure documentation.
Sync your Metadata
Sync metadata between Salesforce and SharePoint with our easy to use metadata mapper or let end-users input metadata at the time when documents are uploaded
Detailed metadata mapping guides are available in the 24Files documentation.
Contact us or schedule a demo.