DeepFiles

Salesforce shows files only on the current record; DeepFiles aggregates files across related records into a single, searchable viewer on the page. Administrators use a point-and-click relationship builder to configure multi-hop rollups (for example Account → Contact → Case) and set filters, view columns, and grouping without code. Files are organized by relationship and source record, helping users find contracts, attachments, and other documents that would otherwise be missed. Built-in viewer components and permission sets let organizations control access and surface rolled-up content on Record, App, and Home pages. Agent-ready capabilities enable conversational search and retrieval for teams adopting AI workflows. DeepFiles reduces time spent searching, improves document visibility, and keeps configuration centralized and auditable.

Look on our website for powerful use cases that will enable your users to be more efficient.