Manage file and folder metadata without leaving Salesforce.
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Manage Metadata Directly Using the Filenize Component
Add metadata when creating or uploading new files and folders, either manually per column or through the Metadata Mapping function. Map certain object fields to SharePoint columns beforehand so end-users are automatically prompted with the correct record values from Salesforce. This ensures accurate and streamlined data management across platforms.
Automate Metadata on folders and files
Update metadata values within folder contents that may be outdated or out of sync with Salesforce records using automation. This allows for automatic synchronization of file or folder metadata when records are updated or new records are created. Integrate this capability with your hierarchy flow to ensure comprehensive enrichment of folder metadata.
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
