Create or edit SharePoint folders without leaving Salesforce.

The integration between Salesforce and SharePoint is finally here.

Contact us to receive the managed package or get a full demo.

 

Available in Salesforce appexchange
Browse your SharePoint folders

Manage Folders Directly Using the Filenize Component

Filenize enables users to create new folders that are accessible to the entire team. Users can also edit existing folders to modify their names or metadata, and delete unnecessary folders in SharePoint.

Automate Folder Creation

Automatically create folders upon new records or changes in Salesforce. For instance, when an account record is created, automatically generate the necessary folders. This ensures that your account structure remains synchronized at all times.

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

Envelop

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