Search for Folders or Files Without Leaving Salesforce
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Search for Folders and Files Directly Using the Filenize Component
With Filenize, you can efficiently locate any folder or file using the search bar. You have the option to search within the current folder or globally across SharePoint’s document library. Administrators can customize the search behavior to meet specific requirements, such as searching by file or folder name and metadata per column.
Filenize Now Also Has Advanced Search
Utilize Advanced Search to locate specific folders or files using specific terms or metadata. If your SharePoint contains more than 5000 files and folders, you may face a limitation that disables the regular search bar. Advanced Search enables you to refine your queries, incorporate indexed columns, and bypass these limitations.
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
