Say goodbye to storage limits, messy folder structures, and endless app switching. Because Filenize integrates SharePoint directly into Salesforce. Making document management smarter, faster, and fully automated.
Unlock Seamless Salesforce–SharePoint Integration with Filenize
Highlights:
File management is still at the heart of how organizations work; no matter their size. Chances are, your company relies on SharePoint or One-Drive to store and share documents, while Salesforce is your central hub for customer and business data. But here’s the catch: Salesforce storage fills up fast, and admins often find themselves worrying about limits, costs, and messy file structures.
With Filenize, those worries disappear. Filenize is built to transform the way your teams work with both Salesforce and SharePoint. By making Salesforce records your single window into SharePoint, Filenize ensures your users can access, upload, and organize documents without ever leaving the CRM. The result? A smoother, faster, and smarter workflow across every department.
In this deep dive, we’ll walk you through the key features of Filenize, explore real-world use cases, explain how easy it is to set up, and show you just how quickly your teams will embrace this powerful solution.
All of Filenize’s key-features:
Feature 1:
Upload Files directly in Filenize
With Filenize, every Salesforce record can become the home for related documents:
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Instantly link existing SharePoint files or whole folders to Accounts, Opportunities, or Cases.
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Upload new files directly from Salesforce drag-and-drop or browse from your device.
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Automatically store files in the right SharePoint folder without manual effort.
This eliminates duplicate work and ensures all documents are always tied to the right business context.
Feature 2:
Automate file-upload using Salesforce Flows
Consistency is king in document management. With Filenize, you can:
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Define folder templates that automatically generate when new records are created.
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Use Salesforce Flow to trigger folder creation, linking, or updates.
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Combine merge fields (like Account Name or Opportunity Stage) to auto-name folders.
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Build entire parent–child folder hierarchies in one automated process.
Goodbye manual folder setup and messy structures. Hello reliable, repeatable workflows.
Feature 3:
File viewing and collaboration
File management isn’t complete without easy access and teamwork.
Filenize lets you work with files directly inside Salesforce:
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Open Office 365 documents in the browser for quick editing.
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View PDFs instantly without extra software.
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Track versions so teams always work on the latest file.
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Download or share documents securely when needed.
The result: seamless document collaboration, all while staying within Salesforce. Click here to see a video about this feature.
Feature 4:
Search folders and files directly in Filenize
Filenize brings powerful search capabilities right inside Salesforce:
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Search within the current SharePoint folder or across your entire library.
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Use advanced filters to refine results by name or metadata.
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Bypass SharePoint’s default item limits with Filenize’s advanced search mode.
The result: instant access to the right file or folder, without ever leaving Salesforce.
Feature 5: Metadata Management
Great document management relies on context, not just file names. Filenize allows you to manage SharePoint metadata directly in Salesforce:
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Add or edit metadata manually during uploads.
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Automatically map Salesforce fields to SharePoint metadata columns.
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Keep metadata updated dynamically when record details change.
The result: smarter, searchable documents that stay consistent across systems.
Feature 6: Security and Access Control
Document management without governance is chaos. Filenize respects both Salesforce and SharePoint permissions:
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Role-based access ensures only authorized users can view or edit files.
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Service user accounts allow automation without overexposing permissions.
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Folder sharing can be managed directly from Salesforce.
The result: maximum collaboration with no compromise on compliance.
AppExchange Review Quote
“Filenize delivered exactly what we needed. Its flexibility with Salesforce Flows and secure Microsoft-based storage gave us full control and peace of mind.”
Maud Eon
Geert // Vice President Information Technology
Use Cases
Filenize is as versatile as Salesforce and SharePoint themselves, making it a perfect fit across your entire organization.
What people are saying about Filenize
“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
Senior Technical Business Analyst at Valiantys
Setup
Getting started with Filenize takes just a matter of minutes.
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Install the managed package directly from AppExchange.
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Authenticate via Azure Active Directory for secure, seamless SharePoint connectivity. Click here to see our how-to.
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Configure your domains, folders, and service user to automate SharePoint access and governance.
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Place the Filenize component on any Salesforce Record Page and control visibility with standard filters. We have made a video about how you do this.
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Automate folder creation with Flow, using merge fields and templates to ensure consistency across every record.
Because Filenize is built natively for Salesforce, adoption is fast, training is minimal, and your teams can start working with documents almost immediately.
Need help to get you started?
We’ve created a full YouTube channel with step-by-step videos to guide you through every part of the setup. The first video of the series is shown above, walking you through the basics.
Once the initial setup is completed, you can easily add the custom SharePoint Links component on any Salesforce Record Page and control visibility through filters; just like you would with any other out-of-the-box components.
Support
If you ever need help, Filenize offers extensive resources to guide you.
Start with our detailed documentation and tutorials available on the Filenize Confluence space. Here you’ll find step-by-step guides, best practices, and answers to common questions.
If you still need assistance, you can reach out to our support team directly from within Salesforce. Simply submit a request with the details of your inquiry, and our experts will get back to you quickly.
Pricing
Filenize keeps pricing simple, transparent, and built to scale with your business.
You can choose between monthly, annual, or multi-year agreements, depending on what works best for your team:
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Flexible – €6 per user/month
Monthly settlement for 10–100 users. Perfect if you want to start small or keep things adaptable. -
Best Value – €5 per user/month
Annual settlement for 10–100 users. The most popular option for organizations that want predictable costs and the lowest price per seat. -
Ultimate – €x per user/month
Annual settlement with 100+ users on a 3-year agreement. Pricing is tailored to your organization’s size and requirements, ensuring the best possible value for large-scale deployments.
There’s no minimum license requirement, so you only pay for what you need. Plus, you can adjust licenses as your team grows.
Flexible
€ 6.00,-
per user
per month
Monthly settlement
10 – 100 users
< 1 year agreement
Best value
€ 5.00,-
per user
per month
Annual settlement
10 – 100 users
1 year agreement
Summary
By bringing SharePoint files and folders directly into Salesforce, Filenize transforms the way your teams handle document management. No more switching tabs, no more storage worries, and no more wasted time searching or sharing links. Everything your team needs to collaborate is managed in one place; streamlined, secure, and consistent.
Start today with a 14 day free trial or book a personalized demo, and experience how Filenize can take your Salesforce–SharePoint integration to the next level.
More like this?
READ OUR BLOG:
Top 5 ways Filenize makes your work more efficient
Discover the top 5 ways this powerful tool integrates Salesforce and SharePoint to save you time and streamline your workflow. From automated folder setups to smoother team collaboration, Filenize ensures your document management is faster and easier than ever.
Curious? Click here to jump to the blog.