Get organized

Salesforce SharePoint integration for a seamless workflow across teams.

The missing link between Salesforce and SharePoint is finally here.

Contact us to receive the managed package or get a full demo.
Available in Salesforce appexchange
Salesforce Sharepoint

Filenize integrates SharePoint with Salesforce and brings order in chaos through its automated folder set-up.

Manually setting up folder structures and working in two applications at once is a thing of the past. Access, update and create relevant SharePoint folders right in Salesforce and give your productivity a significant boost by automating your workflow via Flow.
Salesforce SharePoint
Key features

All key features at a glance

Easy file access

Access all relevant files per Salesforce record at a glance. Filenize provides direct access to all your centralized SharePoint folders.

Automated folder set-up via Flow

Move on from the hassle of manually setting up an organized folder structure and work smarter.  The integration with Salesforce Flow lets you set up an automated workflow in just a few clicks.

Locate files based on Metadata

Not finding a file because you can’t remember the file name will become history. You can save Salesforce info as metadata on both file and folder levels in SharePoint to enhance findability.

Everything you need on one screen

Work directly in Salesforce topped off with the functionality of SharePoint. Constantly switching screens becomes a thing of the past. Hello, efficiency!

Why use Filenize

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