We all know the struggle: you’re working in Salesforce, but constantly have to switch to SharePoint to find documents. This app-hopping is not just time-consuming, but mostly frustrating. Things get lost, and your work joy drops.
With SharePoint integrated into Salesforce via Filenize, you have direct access to your SharePoint files inside the familiar Salesforce environment.
It makes your workday smoother and reduces time lost to admin tasks. That’s what we call “file-nice”!
No more searching across different apps or inboxes for that one document. With Filenize as your SharePoint integration in Salesforce, all your files are directly available within your Salesforce records.
Whether you need a customer file or want to share a contract with a colleague – it’s right there without leaving the interface. This saves time and ensures everyone always works with the most up-to-date documents. One click is all you need!
Manually setting up or reorganizing folder structures takes a lot of time and is a recurring headache. With SharePoint integration through Filenize, you can automatically generate folder structures via Salesforce Flows. This saves time and ensures documents are well-organized and easy to find.
Teamwork can be tricky – especially when everyone needs access to the same files. With Filenize, you can share and manage documents directly within Salesforce.
This means all team members always have access to the most recent documents, improving communication and collaboration. No more searching across different apps or inboxes for that one document. With Filenize as your SharePoint integration in Salesforce, all your files are directly available within your Salesforce records.
Whether you need a customer file or want to share a contract with a colleague – it’s right there without leaving the interface. This saves time and ensures everyone always works with the most up-to-date documents. One click is all you need!
Last but not least: Filenize can be fully customized to match your unique business processes.
Every organization has different structures and workflows. That’s why there’s no “one-size-fits-all” document management app. Instead of offering a fixed setup, Filenize provides the building blocks to create your own ideal structure and flow.
How? Together with Brightfox as your Salesforce implementation expert, we sit down to design the document setup that fits your operations best. We take care of the foundation – so you can stay in the flow.
To summarize how Filenize improves your document management and workflows via SharePoint–Salesforce integration: