Organizations that generate large volumes of sales documents need more than storage. They need a system that keeps information organized, accessible, and connected throughout the customer lifecycle.

At Nucor Skyline, Salesforce CPQ generated a significant volume of quotes and supporting documents each day. Managing those files exclusively within Salesforce created challenges for collaboration, particularly when project teams outside Salesforce needed access.

The Challenge

As deals progressed from sales to delivery, project managers and support teams often needed access to documents that were stored primarily within Salesforce.

This created unnecessary manual work, including sharing files through email and other disconnected channels. The company needed a way to centralize document management while supporting both Salesforce and non-Salesforce users.

The Solution

Nucor Skyline implemented sFiles to connect Salesforce and SharePoint.

Documents such as quotes, project plans, and specifications are now stored in SharePoint while remaining directly connected to Salesforce records. This gives teams across the organization access to the same information regardless of whether they use Salesforce.

Results

Centralized Document Storage

Files are stored in SharePoint while remaining visible and accessible from Salesforce.

Better Cross-Team Collaboration

Sales teams, project managers, and support staff can access the same documents without relying on manual transfers.

Improved Document Management

Structured folder organization makes it easier to track, manage, and review project documentation.

Scalable Support for High-Volume Quoting

With up to 100 quotes generated daily, sFiles helps ensure documents are automatically organized and available to the right teams.

Customer Perspective

The team often describes sFiles in simple terms:

"It's essentially File Explorer within Salesforce."

They also highlighted one of the platform's greatest strengths:

"It behaves how you would expect it to behave."

Conclusion

Nucor Skyline created a more scalable approach to quote management by connecting Salesforce and SharePoint through sFiles. The result is improved collaboration, reduced manual work, and easier access to documents across the entire project lifecycle.