With FileCloud, users can securely access, share files stored in FileCloud from Salesforce. FileCloud makes files stored in any on-premise, public or hybrid cloud available within Salesforce. Embed the FileCloud interface within Salesforce records.
To be effective in selling, teams typically need access to sales collateral (Presentations, whitepaper, brochures, contracts). Often these collaterals are stored across multiple storage systems: on-premise, public or hybrid cloud. Using FileCloud, companies can integrate their salesforce account with files stored in on-premise file servers or cloud storage. Using FileCloud, sales teams can access and collaborate more effectively on sales content without ever leaving Salesforce.
Key benefits:
Upload, download, access and share remote files from within Salesforce
Files can be stored in on-premise or public cloud (Amazon AWS, Microsoft Azure) can be accessed securely inside salesforce from anywhere.
Share files and collaborate with team members, even if they are not Salesforce users
Integrate Salesforce with existing file servers along with file permission
Get advanced file analytics – who has shared and who has downloaded files
Link FileCloud content with specific Salesforce records
Easy to access and share large files from Salesforce
Monitor customer activity (like downloads)
Unlimited file versioning. Access older versions of a file
The combination of FileCloud and Salesforce helps internal teams securely access, share files and folders within FileCloud, directly from Salesforce, on any device.
Boost Efficiency & Productivity through the Salesforce Integration – FileCloud for Salesforce creates a single platform to manage all your documents and files, and keep them organized in team-specific folders, accessible through Salesforce.
Improve Collaboration With Many 3rd-Party Application Integrations – Edit and share Microsoft Office docs directly from Salesforce, share files and collaborate with team members, even if they are not Salesforce users and integrate Salesforce with existing file servers along with file permissions.
Access Salesforce Files from Anywhere – Enable users to access, edit, and share customer files on the go with the FileCloud mobile apps.