Manage Filenize in Salesforce to only allow certain SharePoint features.

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Available in Salesforce appexchange
Browse SharePoint Folders

Manage the Filenize Component

By default, Filenize displays all features that come out of the box. If desired, you can customize the view to restrict access for end-users or reduce visual clutter. This customization allows you to selectively show or hide various elements such as actions, the parent folder, the upload pane, the browser pane, and the search functionality.

Use Multiple Components with Different Appearances

Sometimes, you may find it necessary to use multiple Filenize components to fulfill different needs. For instance, you might want to display browsing functionality in one area and an uploading pane in another. This flexibility is achieved by adding additional Filenize components to your Lightning Page. Each component can then be configured independently to meet its specific requirements.

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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