Sharing folders and files without leaving Salesforce.
Contact us to receive the managed package or get a full demo.
Share Folder and Files Directly Using the Filenize Component
End-users can share specific folders and files using the ‘Manage Access’ action in the Filenize Component. They can grant access to other users, SharePoint groups, or Active Directory groups directly. It is also possible to remove shared access when it is no longer needed.
Share Folders and Files Directly Using Salesforce Flows
Utilize Salesforce Flows to automate the sharing of folders or files within SharePoint. This automation can be triggered upon record creation or changes. Integrate this with your hierarchy flow to grant automatic access to all relevant parties. For instance, you can automatically share an opportunity-specific folder once the opportunity has been marked as ‘closed-won’.
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
