Automate actions without leaving Salesforce.
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Keep Salesforce and SharePoint in Sync
When working in both Salesforce and SharePoint, you may find yourself duplicating efforts—creating both the account record and its corresponding folder, and then sharing them with team members separately. Filenize streamlines this process by allowing you to create a new account record, which automatically generates the necessary folder and manages sharing permissions simultaneously.
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.
