For professional services organizations, documents are often spread across multiple systems, making it difficult to maintain consistency, visibility, and control. That was the challenge facing CRB Cunninghams.

The company stored documents across both Salesforce and SharePoint, with no standardized structure or single source of truth. Employees spent valuable time searching for files, navigating inconsistent folder structures, and switching between platforms to access critical information.

CRB Cunninghams wanted to centralize document storage in SharePoint while giving users seamless access from within Salesforce.

The Challenge

The organization's issue was not document storage capacity. It was document organization and accessibility.

According to Louisa Barrett, Salesforce Administrator at CRB Cunninghams:

"Before implementing sFiles, our documents were stored across Salesforce and SharePoint without a consistent structure or location."

The business needed a solution that would centralize documents in SharePoint while allowing users to quickly locate and access files directly from Salesforce.

The Solution

After evaluating options on the Salesforce AppExchange, CRB Cunninghams selected sFiles.

The platform provided a way to centralize files in SharePoint while maintaining direct visibility and access within Salesforce. The implementation also included automated folder creation and standardized document organization tied directly to Salesforce objects.

Results

Following implementation, CRB Cunninghams achieved:

Centralized Document Storage

All documents are now stored in SharePoint using a consistent structure aligned with Salesforce records.

Faster Access to Information

Users can retrieve documents directly from Salesforce without switching systems or searching multiple repositories.

Automated Organization

Folder structures are automatically created and maintained, reducing administrative overhead and minimizing errors.

Improved Collaboration

With documents linked directly to Salesforce records, teams gain greater visibility and consistency across the organization.

Customer Perspective

When asked how she would describe sFiles to others evaluating document management solutions, Louisa summarized it simply:

"For a seamless, flexible, and easily configurable solution to integrate Salesforce with SharePoint, sFiles is the perfect choice."

Conclusion

By implementing sFiles, CRB Cunninghams transformed document management from a fragmented process into a centralized, structured system. The result is improved visibility, easier document retrieval, greater consistency across teams, and a stronger foundation for managing documents alongside Salesforce data.