Features

With Filenize, we integrate Salesforce and SharePoint, closing the gap between the two platforms. This integration allows users to work in both systems simultaneously. Discover the various features Filenize has to offer; each feature comes with its own in-depth documentation, including limits and considerations.

Upload

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Uploading files from Salesforce to SharePoint.

Upload Files Directly Using the Filenize Component

Filenize empowers business capabilities by facilitating easy file uploads within the component. Users can upload files effortlessly through the ‘Browse’ option or via drag-and-drop from their local file system. Filenize intelligently chunks large files, ensuring compatibility with Salesforce’s limitations. This efficient process supports the smooth integration of extensive files into your Salesforce and SharePoint workflows, enhancing overall productivity.

Automate File Upload using Salesforce Flows

Filenize enhances efficiency and maximizes business value by seamlessly automating the process of uploading Salesforce Content Documents, Content Versions, and Attachments to SharePoint. Our platform offers a suite of advanced features that streamline this data transfer, empowering your team to focus on strategic tasks while ensuring a smooth and organized integration between Salesforce and SharePoint.
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More Features

Appearance

From a simple upload interface to a robust SharePoint view

Service User

Extend end-users SharePoint access using a Service User

Folders

Manage folders within Salesforce for SharePoint

Searching

Search for files and folders in SharePoint using Salesforce

Instances

Using multiple instances of Filenize to target different site/subsite/lists combinations.

Metadata

Managing metadata within Salesforce to SharePoint.

Sharing

Sharing folders from within Salesforce to SharePoint.

Pinning

Pinning folders to Salesforce records.

Upload

Uploading files from Salesforce to SharePoint.

Missing Anything?

Explored all features but a key component that is crucial for your Salesforce and SharePoint experience is missing? We welcome all feedback and ideas. However, please ensure that your suggestion is generic enough for universal applicability, benefiting everyone!
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See how we use these features

To 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. Click now to unleash the full potential of our Salesforce to SharePoint Integration.
Use Cases

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