Share Connect

Highlights

• LINK AND VIEW SHAREPOINT FILES & FOLDERS IN SALESFORCE. Link SharePoint and OneDrive files and folders to Salesforce records for easy access and sharing. View Microsoft 365 files directly in Salesforce with the Share Connect File Viewer.
• AUTOMATE SHAREPOINT FOLDER CREATION WITH SALESFORCE FLOWS. Use our Automate SharePoint action in Record-Triggered Flows to create SharePoint folders with a consistent structure and automatically link them to Salesforce records.
• AUTOMATICALLY UPLOAD FILES TO SHAREPOINT. Cut Salesforce storage costs by effortlessly moving files from Salesforce to designated locations within your SharePoint organization.
• SEND FILES VIA EMAIL WITH SHARE CONNECT FILE SEND. Use our custom email functionality to send documents, marketing content, and sales materials stored in a centralized SharePoint or OneDrive folder.
• A NATIVE MICROSOFT SHAREPOINT EXPERIENCE IN SALESFORCE Bring the SharePoint and OneDrive interface into Salesforce. Use the native Microsoft picker to quickly find files and folders while working in a UI your team already knows.
• MAP SALESFORCE DATA TO SHAREPOINT COLUMNS AUTOMATICALLY. Use Metadata Field Sync to map Salesforce fields to SharePoint columns so every file and folder uploaded through Share Connect is tagged with the context that makes it findable for your whole team.
• NO MINIMUM LICENSE REQUIREMENT. With Appiphony apps, there is no minimum to meet when purchasing licenses. Buy what your org needs, nothing more.
• SELF-SERVICE PURCHASE MODEL. Appiphony apps are easy to install, use, and manage, too. Our custom payment center allows you to add or reduce licenses directly in the app. No need for a phone call to adjust your subscription.
• ANNUAL AND MONTHLY PAYMENT OPTIONS. Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription in a way that is convenient for you.