Customer story
How CRB Cunninghams Centralized Document Storage and Improved Visibility with sFiles
CRB Cunninghams used sFiles to centralize documents in SharePoint while making them directly accessible from Salesforce. The result is a consistent folder structure, faster retrieval, less manual organization, and clearer visibility across teams.
“For a seamless, flexible, and easily configurable solution to integrate Salesforce with SharePoint, sFiles is the perfect choice.”Louisa Barrett · Salesforce Administrator · CRB Cunninghams Limited
The challenge
The problem was structure and accessibility, not storage.
Before sFiles, CRB Cunninghams had documents stored across Salesforce and SharePoint without a consistent structure or single point of access. Users spent unnecessary time searching for files that should have been easy to find.
The goal was to make SharePoint the central document repository while giving Salesforce users clear visibility, direct access, and seamless retrieval from the records they already worked in.
“Before implementing sFiles, our documents were stored across Salesforce and SharePoint without a consistent structure or location. While our aim was to centralise all files in SharePoint, we needed a user-friendly solution that would provide clear visibility, access, and seamless retrieval of these documents directly within Salesforce.”Louisa Barrett · Salesforce Administrator · CRB Cunninghams Limited
Why sFiles
A solution that matched both the technical requirements and the user experience.
After evaluating solutions on the Salesforce AppExchange, CRB Cunninghams chose sFiles because it supported the SharePoint-centered architecture they wanted while keeping document access intuitive for Salesforce users.
sFiles allowed the organization to centralize documents in SharePoint, connect them to Salesforce records, and automate the structure used to organize those files.
The workflow
How CRB Cunninghams uses sFiles
Centralize documents in SharePoint
Documents are stored in SharePoint through sFiles rather than being split across disconnected locations.
The value: SharePoint becomes the central home for files while Salesforce remains the place users work.
Automatically create a uniform folder structure
sFiles automatically creates and maintains the appropriate SharePoint folder structure at the Salesforce object level, giving teams a consistent organization model instead of relying on manual folder creation.
The value: Less manual work, fewer organization errors, and the same document logic across teams.
Retrieve SharePoint files directly from Salesforce
Users can access the documents connected to a Salesforce record without leaving Salesforce or searching through separate repositories.
The value: Faster retrieval and less switching between systems.
Give teams clearer visibility during handoffs
Documents stay connected to the relevant Salesforce records and follow the same folder structure rather than being siloed around individual users or inconsistent locations.
The value: Teams can find the same information more easily, improving visibility and making cross-team handoffs smoother.
The partnership
Support continued beyond the initial implementation.
CRB Cunninghams also highlighted the experience of working with the sFiles team throughout evaluation, implementation, and post-sales support.
“The sFiles team, from the initial point of contact through implementation and post-sales support, has been outstanding. They respond quickly to any email and are extremely helpful and supportive.”Louisa Barrett · Salesforce Administrator · CRB Cunninghams Limited
What changed
From fragmented document work to a consistent process
Before
- Documents split across Salesforce and SharePoint
- No consistent structure or location
- Users spending time searching across repositories
- Manual folder creation and inconsistent organization
- More friction when information moved between teams
With sFiles
- SharePoint as the central document repository
- Uniform folder structures aligned with Salesforce objects
- Direct document access from Salesforce records
- Automated folder creation and organization
- Clearer cross-team visibility and smoother handoffs
“All our documents are now stored in sFiles in a well-structured manner, providing easy access and clear visibility directly from Salesforce.”Louisa Barrett · Salesforce Administrator · CRB Cunninghams Limited
Operational impact
Less searching, less manual organization, and more consistency.
Centralizing document storage and automating folder creation reduced the operational friction that came from managing documents across multiple repositories and inconsistent structures.
- Time savings: users no longer need to search across multiple repositories to locate the right file.
- Resource efficiency: folder creation and document organization are automated instead of handled manually.
- Uniformity across teams: a consistent folder structure reduces confusion and errors.
- Better collaboration: documents tied to Salesforce records are easier to access during handoffs and shared work.
Why sFiles worked
Keep SharePoint as the document system. Improve the Salesforce experience.
CRB Cunninghams did not need a new CRM or another storage platform. It needed clarity and structure in how SharePoint documents lived alongside critical Salesforce data.
sFiles provided that missing layer by centralizing files, automating the folder structure, and bringing document visibility into the Salesforce interface the team already used every day.
At a glance
What CRB Cunninghams gained
- Centralized document storage in SharePoint
- Direct SharePoint file access from Salesforce
- Automated folder creation aligned with Salesforce objects
- Less time spent searching for files
- Reduced manual organization overhead
- More consistent document structures across teams
- Clearer visibility and smoother handoffs
Quick answers
Where does CRB Cunninghams store its documents?
Documents are centralized in SharePoint. sFiles connects that SharePoint structure to Salesforce so users can access the relevant files directly from Salesforce records.
Why did CRB Cunninghams choose sFiles?
After evaluating AppExchange solutions, the team selected sFiles because it met both its Salesforce-to-SharePoint integration needs and its requirement for a user-friendly Salesforce experience.
What did sFiles automate?
sFiles automated creation and maintenance of the SharePoint folder structure associated with Salesforce objects, reducing manual work and helping keep document organization consistent.
Bring structure and visibility to Salesforce and SharePoint.
See how sFiles can centralize SharePoint document storage while making files easier to access and manage from Salesforce.
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