Streamline Salesforce and SharePoint with Filenize!

Centralize and manage all your document

Enhance team collaboration

All with the click of one button

The Salesforce and Sharepoint intergration is finally here!

Let’s get organized today! 

A screen showing the key features of Filenize, a salesforce intergration
Available in Salesforce appexchange

Streamline Salesforce and
SharePoint with Filenize!

A screen showing the key features of Filenize, a salesforce intergration

Centralize and manage all your document

Enhance team collaboration

All with the click of one button

The Salesforce and Sharepoint intergration is finally here!

Let’s get organized today! 

Key Features of Filenize

These are four key features which will elevate your productivity by automating your workflow through Salesforce Flows.
However, this is only a shortlist. Curious about all ways in which Filenize will boost your business? Click the green button below.

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Easy file access

Filenize provides direct access to all your centralized SharePoint folders.

Automate your folder set-up

Set up an automated workflow in Salesforce Flow in just a few clicks.

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Locate files via Metadata

Enhance findability by adding metadata on file and folder levels in SharePoint.

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All you need on one screen

Work directly in Salesforce, topped off with the functionality of SharePoint.

Salesforce SharePoint Hierarchy Flow

Time to get organized!

Say goodbye to the hassle of manually configuring folder structures, sharing with dynamic team members, and maintaining metadata.

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

Elevate your productivity with a significant boost by automating your workflow through Salesforce Flows.

Why choose Filenize

Filenize integrates SharePoint with Salesforce and brings order in chaos through its automated folder set-up.
Below you find six ways in which Filenize will increase your work-efficiency.
A screen showing the key features of Filenize, a salesforce intergration
Automated folder Set-up via Flow

Automatically create folder structures, bridging Salesforce and SharePoint seamlessly.

Enhance customer experiences

Boost customer experience by providing easy access to all Sharepoint files from Salesforce.

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Collaborate smoothly as a team

Facilitates better teamwork through centralized document sharing, straight from Salesforce.

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Easy to set-up and use

Simplified installation process allows for quick onboarding and usability.

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Work fast and efficient

Filenize increases productivity by streamlining document access within Salesforce.

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Regular app updates for an optimized UX

Continuous improvements to ensure the app stays efficient and user-friendly.

Drie mensen op de bank die behulpzaam zijn om te helpen bij Filenize te implementer

Get inspired from our use cases

And unlock the full integration of Salesforce and SharePoint explore the various use cases Filenize has to offer.

These use cases encompass the most frequently requested implementations from our clients. Discover how your business can leverage Filenize to enhance your processes. Are your ready to unlock the full potential of your Salesforce intergration?

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Top 5 ways Filenize makes your work more efficient

Discover the top 5 ways this powerful tool integrates Salesforce and SharePoint to save you time and streamline your workflow. From automated folder setups to smoother team collaboration, Filenize ensures your document management is faster and easier than ever.
 
Curious? Click here to jump to the blog.
 
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excited to get started?

Watch our video’s

We offer a series of step-by-step video tutorials to help you set up Filenize and seamlessly link your SharePoint with Salesforce. These videos guide you through the integration process, ensuring a smooth and efficient connection between both platforms.
 
Whether you’re a first-time user or looking to optimize your setup, our videos will walk you through every step. Check them out to get started with Filenize today!
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Let’s get in touch

Book a demo or ask us a question.