Contents
- 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.
Community Collaboration
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.
Tailor-made
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.