How it works
How 24Files Works: Salesforce SharePoint Integration
For your users & as a system administrator
User Features
Access & Manage all files and folders
Our Salesforce Sharepoint integration offers the same file and folder actions as in SharePoint Online.
You can upload, download, preview, edit, rename, move, edit metadata 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 a specific folder.
Automatically upload from Salesforce storage
Configure 24Files to automatically transfer files uploaded to Salesforce storage to SharePoint Online, e.g. files generated by 3rth party apps in Salesforce. 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. Enable/Disable any file/folder action.
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.
Multi SharePoint-site support
Assign a specific SharePoint Online site to a specific object, record type or record.
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. This solution provides utmost flexibility for companies organized around multiple SharePoint sites.
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 using any of these 3 methods:
- With our easy to use metadata mapper.
- Let end-users input metadata at the time when documents are uploaded.
- Programatically via Apex.
Detailed metadata mapping guides are available in the 24Files documentation.
Automate using a rich set of Apex Actions
24Files supports a very broad set of Apex actions that enable you to build your own document automation use cases.
This also includes Apex actions for mass file migration from Salesforce to SharePoint.
Detailed overview of the Apex Action library is available in the 24Files documentation.
24Files meets your security requirements
24Files is a managed package that is installed in your Salesforce environment and integrates with your SharePoint environment. This implies that:
- The 24Files team does not store any of your data.
The 24Files team does not have access to any of your data.
24Files takes security very serious:
- 24Files uses OAuth based authentication and does not store your users’ SharePoint credentials.
- Role-based access control via permission sets.
- Inherits SharePoint access settings.
- Your data stays within the SOC 2-compliant boundaries of Salesforce and Microsoft 365.
Contact us or schedule a demo.