- 1 Advanced File Management & Collaboration
- 2 Integrate Cloud/On-premise Storage
- 3 Centralized Content Management System
- 4 Community Collaboration
- 5 Define Intelligence on File/Folder Creation
- 6 Tailor-made
- 7 Collaborate External Files into Salesforce
- 8 Central Storage System
- 9 Multi-Org File Integration
- 10 Large Volume File Migration
Advanced File Management & Collaboration
Collaborate with external file storage solutions within Salesforce & extend document management with Salesforce Platform, Sales Cloud, Service Cloud, and Community Cloud.
Integrate Cloud/On-premise Storage
Get a range of file storage options to integrate from multiple external Cloud (SharePoint, OneDrive, AWS S3, Google Drive, Dropbox) & On-premise (SMB, SFTP, Network Drive) platforms.
Centralized Content Management System
Work collaboratively with internal Salesforce & external users by ensuring files are managed centrally but available for everyone to share, view, download, & edit.
Salesforce community portal integration brings more capabilities to community users.
Define Intelligence on File/Folder Creation
Highly customizable file & folder management allows the business process to be embedded in the way files & folders need to save into the external storage.
Build an exclusive process as per personal specifications to meet unique business needs.
Collaborate External Files into Salesforce
Link the files scattered in different systems like Cloud, On-premise, Salesforce, Community portal & manage them all from one place (external storage) by linking with the Salesforce record.
Central Storage System
Attachments received through Emails can be automatically moved to external storage.
Multi-Org File Integration
Integrate files from multiple Orgs and manage all the files from a single location without impacting the storage usage.
Large Volume File Migration
Migrate a large volume of files from Salesforce to any external system.