Seamless integration between Salesforce, SharePoint and Jira boosts efficiency and transparency across the sales team
Case: How Valiantys Transformed Their Document Management with Filenize
The Challenge: Scattered Documents and Time-Wasting Processes
Valiantys, a global Atlassian Solution Partner, faced a familiar challenge: key sales documents were scattered across platforms, making it difficult for teams to locate, manage, and collaborate effectively.
The goal was simple: centralize document storage and make it accessible directly within Salesforce. They also wanted Jira tickets to automatically link to the correct SharePoint folders. That’s when they discovered Filenize in the Salesforce AppExchange.
Why Valiantys Chose Filenize
Before starting the implementation, Valiantys had a crystal-clear set of requirements. The chosen solution needed to be flexible, secure, and intuitive. Several tools were evaluated — including XfilesPro, 24Files, and sFiles; but Filenize stood out for several reasons:
“After a successful proof of concept,
Filenize proved to be the most flexible and secure solution for our needs.”
— Maud, Valiantys
The Implementation: Smooth Setup, Scalable Results
Valiantys kicked off the integration in October and went live by January. Working alongside their Salesforce consultants, they followed a phased approach — from development and UAT to production.
Filenize’s documentation was clear, and support from their team was fast and helpful. Highlights from the implementation:
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Automated folder generation for different opportunity types
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Support for parent-child opportunities
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Retrospective folder creation for existing accounts
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“Folder pinning” for quick access to critical documents
Maud from Valiantys states:
“Filenize’s support was always available and helpful. Combined with their intuitive setup, the rollout went extremely smoothly.
The Results: Better Adoption, Clearer Access, Higher Efficiency
Today, 80% of Valiantys’s core users have adopted the new process. Teams no longer waste time searching for documents, they’re always available in the right place, at the right moment.
Key benefits:
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Seamless Salesforce + SharePoint integration
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Organized, consistent folder structures
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Better collaboration with real-time access to up-to-date documents
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Time saved across departments and faster workflows
“Filenize helped us achieve our goals. Its powerful features and customization options made a big difference in streamlining our operations.”
As with any implementation, there were a few areas identified for improvement. Changing account or opportunity names in Salesforce isn’t automatically reflected in SharePoint — a backlog item. And when tokens expire, users need to reauthenticate. Valiantys solved this by implementing an internal email notification.
Backlog items currently under review:
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Syncing account name changes with SharePoint folders
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Better visibility into token expiration triggers
A Few Lessons and Areas to Improve
About Valiantys
Valiantys is a leading global Atlassian Solution Partner, helping organizations improve DevOps, ITSM, and team collaboration processes. Their commitment to efficient, user-friendly tools like Filenize keeps them ahead of the curve.
AppExchange Review Quote
“Filenize has effectively met our business objectives. While we implemented several customizations initially, the app’s high configurability allowed us to tailor it to our needs seamlessly. In hindsight, our implementation journey was largely smooth. Filenize’s robust features and support have been instrumental in driving efficiency and productivity across our organization.”
Maud Eon
Maud // Senior Technical Business Analyst at Valiantys
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Looking for a seamless way to manage documents between Salesforce and SharePoint? Just like Valiantys, you can transform your processes and boost team performance.