Features

Feature
Standard
Enterprise
 

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.
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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.

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.

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.

sFiles allows you to choose custom SharePoint Document Library fields 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.

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.

Users can have the ability to browse to a subfolder to link to a record instead of the automatically linked one. For instance, a Customer Service Rep can link a case record to a folder under the parent account, so that folder is always the one that loads with the case.

Files can be opened in SharePoint for viewing or editing by clicking them. 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.

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.

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.

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 heirarchies can be specified for different objects and workflows in sFiles.

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.

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.

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 provides assistance with the onboarding process to get our customers up and running. Additionally, we are available to answer product-related questions or problems that you may have throughout your sFiles experience.

sFiles tools can be used on Community pages and in the Community context. This allows customer portals, partner sites, and other communities 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.

An upload-only lightning component that can be used in a Flow, Layout or Visualforce page to allow a user to puload a file as part of a wizard or other custom workflow.

A list-only lightning component that was designed to look great in lightning community. It can be configured to render as a card view, list view, or even a browse-able hierarchy, depending on your Community needs.

sFiles can sync a record folder to OneDrive on a user's local machine. Users can leverage the local folder for offline work that can later sync and be available to other Salesforce users.

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 toolset enables your developer to nail a look and feel for your users, partners and customers.

Multi-site support allows you to attach different objects or records to different SharePoint sites within your azure tenant. This allows customers to integrate sFiles easily with an existing SharePoint ecosystem and gives plenty of room to grow and expand.

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.

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.

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.

Our enterprise customers require a higher level of support and attention. We will prioritize support issues for customers with the enterprise license.