Maintain multiple SharePoint document libraries without leaving Salesforce.

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Naming Your SharePoint Instance

Use Multiple Filenize Instances

Filenize supports the use of multiple document libraries through instances. You can incorporate multiple Filenize instances into your Lightning Pages or display the appropriate instance based on user or record requirements.

Use Instances in Your Automation

When using Filenize automation, you can specify the instance it should target. This flexibility allows you to apply the same automation across different instances or configure different automations for each instance based on your needs.

Implementation

Simplify your workflow with Salesforce Flows. Create and manage folders effortlessly, tailored to each account by dynamically populating them with the account names. The folders conveniently open directly on the corresponding Salesforce record, streamlining user access and enhancing productivity. This automation ensures that your team can seamlessly work within the relevant folders, making account management a breeze. Save time and increase efficiency – it’s all taken care of automatically when an account is created or updated. Elevate your Salesforce experience with this user-friendly and efficient solution.

Use Cases

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