Salesforce Document Management
See how users can upload, preview, download, organize, and work with SharePoint documents directly from standard or custom Salesforce records.
Personalized sFiles Demo
See Salesforce and SharePoint Work Together.
See how sFiles lets your team manage SharePoint documents directly from Salesforce while keeping files stored in Microsoft 365. We'll tailor the walkthrough to your Salesforce objects, SharePoint structure, permissions, and document workflows.
Choose a Time That Works for You
Book a personalized walkthrough with the sFiles team.
Not ready to book? You can also review sFiles pricing or start a free trial from the Salesforce AppExchange .
What We Can Cover in Your sFiles Demo
No generic slide deck. We can focus the session on the Salesforce and SharePoint workflows your team actually needs to evaluate.
SharePoint Structure and Governance
Walk through how sites, document libraries, folders, naming conventions, permissions, and Microsoft 365 governance can connect to Salesforce.
Automation and Advanced Use Cases
Explore automatic folder creation, multiple SharePoint sites, Experience Cloud scenarios, and other workflows relevant to your environment.
Want to Explore sFiles Before the Call?
Review transparent org-based pricing or install the free trial from Salesforce AppExchange before your demo.
sFiles Demo FAQs
Quick answers for Salesforce teams evaluating a SharePoint document management integration.
What will I see in an sFiles demo?
We can show how Salesforce users access and manage SharePoint documents directly from Salesforce records, then tailor the walkthrough around your objects, SharePoint environment, permissions, folder structure, and workflow requirements.
Who is sFiles best for?
sFiles is built for organizations using Salesforce and Microsoft 365 or SharePoint that want documents stored and governed in SharePoint while users continue working from Salesforce.
Can sFiles work with custom Salesforce objects?
Yes. sFiles supports standard and custom Salesforce objects, so the demo can focus on the records and workflows that matter to your organization.
Can sFiles support multiple SharePoint sites or Experience Cloud?
Yes. sFiles Enterprise supports multiple SharePoint sites and document libraries as well as Salesforce Experience Cloud scenarios.
Can I start a free trial before the demo?
Yes. sFiles is available on the Salesforce AppExchange, where you can start a free trial and use the demo to validate how the product fits your Salesforce and SharePoint requirements.