Feature
Standard
Enterprise
sFiles will enforce your compliance requirements by leveraging your Azure Active Directory security model. Each Salesforce user can be tied to a SharePoint user and enforce access and security rules at the user level. Security group permissions are enforced in the same way. This also extends to leveraging Microsoft’s automatic classification and retention rules. sFiles is compatible with versioning in a SharePoint Document Library.
Customize or remove the sFiles branding and colors in order to meet your internal branding needs.
Specify a folder hierarchy to create automatically when you initialize a record folder. Different folder hierarchies can be specified for different objects and workflows in sFiles.
The sFiles browser allows your users to dig into sub folders that they have access to. This hierarchy allows for complex organization of files related to an account or project.
sFiles allows users to move or copy files and folders right inside Salesforce.
You can pick any field on a Salesforce object to set as the folder name when a folder is created in SharePoint. Using a formula field for this purpose allows for very complex folder naming conventions to meet your requirements.
The sFiles browser allows you to easily perform common file tasks from within the Salesforce UI. The browser appears in a record detail context, linking a folder in SharePoint to a record in salesforce. Best used when a user is both a SharePoint and Salesforce user, it provides the seamless ability to view, edit, upload, delete and rename. The standard feature is intuitive and requires little to no end-user training for most customer applications.
The sFiles Set-Up Wizard walks you through setting up the Salesforce/SharePoint integration. That’s right- a wizard walks you through the integration and you can configure sFiles on your own. Our toolset gives admins all of the step-by-step instructions to get the sFiles browser running on an object.
Administrators can export a list of folder contents with Ids to a CSV file, allowing for easy dataload into Salesforce. See Article
sFiles is the only FedRAMP Authorized solution on Salesforce AppExchange. https://www.fedramp.gov/
All text displayed by sFiles can be translated into any language using Salesforce’s Translation Workbench. See Article
The sFiles browser allows the ability for you to link a SharePoint folder to a Salesforce record. It goes a little deeper than that though. You can also link child objects to sub folders of parent objects. For instance, you can have an “Account 123” folder that is linked to a given account with “Opportunity 1” and “Opportunity 2” folders underneath it. This enables SharePoint-only users to easily be able to traverse the SharePoint file system for files relevant to their job. This feature is very flexible and can do some very powerful things.
sFiles provides assistance with the onboarding process to get our customers up and running. Additionally, we are available to answer product-related questions or non-development issues that you may have throughout your sFiles experience.
Files can be opened in SharePoint for viewing or editing by clicking them in Salesforce. Folders can be opened in SharePoint as well to allow the user to go straight to the SharePoint site and folder in the Document Library.
With the robust feature-set offered out of the box, many admins find the need to limit a users ability to perform certain tasks. An admin can turn off the ability to delete files, or make sFiles into a read-only file repository. Admins can prevent their user from ever being directed to SharePoint at all.
Sometimes, SharePoint user-level security is insufficient for your requirements. sFiles has the optional ability to use Salesforce Sharing rules to enforce file visibility. This guarantees that a user cannot access a file that corresponds to a record that they don’t have access to.
sFiles allows you to choose custom SharePoint Document Library columns to display in the sFiles browser. If you have custom text columns, you can view them in Salesforce. Additionally, you can configure sFiles to automatically set custom fields with values from the Salesforce object upon upload. This lets you tag files in SharePoint with additional relevant Salesforce data. sFiles also allows users to manually type in column values when uploading files.
sFiles was designed to work in the new lightning ecosystem. It leverages the latest technologies to make you lightning experience users enjoy a seamless file management experience in Salesforce Lightning. It also can be embedded in a VisualForce page, so the sFiles browser is fully compatible with Salesforce classic and legacy applications.
sFiles can be placed on as many objects as you desire. Most of the Salesforce out of box objects are fully supported. This includes configuring sFiles on all custom objects and objects from managed packages.
We have exposed a number of AuraEnabled methods to allow your developers to build a custom ui for sFiles that meets your business needs. This tool set enables your developer to nail a look and feel for your users, partners and customers.
The sFiles API allows your development team to automate many of the sFiles functions to create a custom solution. Our published API documentation and examples can help your team get off the ground quickly.
In the sFiles enterprise interface, admins can configure custom functionality in the file drop-down. This can be leveraged to automate many manual tasks regarding file management within SharePoint, or Salesforce.
sFiles can control the visibility of a file or folder based on logic on the record it is related to. For instance, a “Order Information” folder can be hidden from a user on an opportunity until the opportunity is moved to the “Won” status. Furthermore, This ability extends to allowing completely custom apex code to determine the visibility of a file in the browser and list applets.
Internal Salesforce users can be given the ability to manually select a SharePoint site, Document Library and Folder to link to a given record. Designed for Account managers and supervisors, this tool allows for easy linking to complex SharePoint structures.
sFiles tools can be used on Experience pages and in the Experience (formerly Community) context. This allows customer portals, partner sites, and other Experience sites to seamlessly allow uploads to SharePoint through a shared user account. We are proud of the level of security that we can offer for this use case.
sFiles Standard and Experience Cloud components (not Enterprise component) can be wrapped in a LWC Quick Action wrapper to add as a quick in Salesforce’s Field Service Mobile app.
A list-only lightning component that was designed to look great in Experience Builder. It can be configured to render as a card view, list view, or even a browse-able hierarchy, depending on your site needs.
Multi-site support allows you to attach different objects or records to different SharePoint sites within a single azure tenant. This allows customers to integrate sFiles easily with an existing SharePoint ecosystem and gives plenty of room to grow and expand.
Our enterprise customers require a higher level of support and attention. We will prioritize support issues for customers with the enterprise license. If you need even more assistance with building solutions, additional ongoing developer support can be purchased.
sFiles has the ability to leverage SharePoint’s ability to create a public link from within the sFiles component.
sFiles supports Microsoft’s Conditional Access policies. With an additional security add-on for Enterprise, sFiles can support device compliance policies or other Microsoft Conditional Access requirements.
Microsoft OneDrive is an excellent tool for maintaining local files. sFiles allows your users to “Sync to OneDrive” to cause their windows machine to sync a OneDrive folder to their local machine. With this, you can put a file in your synced folder and it will be available to users in Salesforce within minutes.
An upload-only lightning component that can be used in a Flow, Layout or VisualForce page to allow a user to upload a file as part of a wizard or other custom workflow.