Salesforce Document Management Software
sFiles connects Salesforce and Microsoft SharePoint so your team can manage documents from Salesforce while files stay securely stored in Microsoft 365. Reduce Salesforce storage pressure without changing where users work.
Powerful SharePoint Integration Solution for Salesforce
sFiles helps Salesforce teams reduce file storage pressure, maintain Microsoft 365 governance, and keep documents accessible from the Salesforce records users already work in every day.
Simple
Give Salesforce users a clean, familiar way to upload, preview, organize, and access SharePoint documents without leaving Salesforce.
Secure
Keep files in SharePoint and Microsoft 365 while maintaining permissions, governance, document structure, and controlled access.
Adaptable
Support accounts, opportunities, cases, custom objects, Experience Cloud scenarios, partner portals, and complex document workflows.
Secure File Management for Salesforce Teams
sFiles acts as the Salesforce-native layer between Salesforce records and SharePoint storage. Users keep working in Salesforce, while files are organized in SharePoint folders, libraries, and Microsoft 365 environments.
Replace File Chaos with a Connected Document System
sFiles is designed for teams that need SharePoint document management without asking Salesforce users to leave the CRM.
Drag-and-Drop Simplicity
Upload, preview, edit, and manage documents from Salesforce records with a user experience built for daily adoption.
Store Files in SharePoint, See Them in Salesforce
Keep document storage in SharePoint and Microsoft 365 while giving Salesforce users direct record-level access.
Customize to Meet Your Needs
Configure sFiles around Salesforce objects, SharePoint sites, libraries, folder structures, permissions, and business workflows.
Scale With Your Business
Support growing Salesforce usage, larger document volumes, multiple departments, and more complex SharePoint environments.
Salesforce Teams Use sFiles to Solve Storage and SharePoint Challenges
Teams choose sFiles when Salesforce file storage, SharePoint access, and document organization need to work together.
“Uploading and accessing files in both Salesforce and SharePoint is quick and easy.”
Everything works exactly as you would expect from a good file-sharing service that connects Salesforce with SharePoint.
“Great solution for solving Salesforce storage limits.”
The integration works smoothly and keeps the user experience seamless while reducing storage usage in Salesforce.
“A great app that helps us integrate SharePoint and Salesforce.”
Comes with a lot of needed functionality, and is pretty easy to set up out of the box.
“We use sFiles for a critical part of our organization.”
It has truly streamlined the way we connect Salesforce with SharePoint. It’s been a game-changer for us.
Get Started on the Salesforce AppExchange
Explore sFiles on AppExchange to review pricing, ratings, supported Salesforce clouds, and the Salesforce-native SharePoint integration details before starting your evaluation.
Salesforce and SharePoint Integration FAQs
Answers for teams evaluating sFiles for Salesforce document management, SharePoint storage, and Microsoft 365 governance.
What does sFiles do?
sFiles connects Salesforce to Microsoft SharePoint so users can upload, access, organize, and manage SharePoint documents directly from Salesforce records.
Does sFiles help reduce Salesforce file storage costs?
Yes. sFiles helps teams store documents in SharePoint and Microsoft 365 instead of relying only on Salesforce file storage, which can reduce Salesforce storage pressure and support existing Microsoft 365 investments.
Can users access SharePoint files without leaving Salesforce?
Yes. sFiles gives users a Salesforce-native experience for accessing, uploading, previewing, downloading, and organizing documents that are stored in SharePoint.
Does sFiles work with Salesforce Experience Cloud?
sFiles can support external document access scenarios, including Experience Cloud and partner workflows, depending on your Salesforce and SharePoint configuration.
Who is sFiles best for?
sFiles is best for Salesforce teams that already use Microsoft 365 or SharePoint and want secure, organized document management inside Salesforce without duplicating files across systems.
Connect Salesforce and SharePoint the Right Way
See how sFiles helps teams manage documents in Salesforce while storing files securely in SharePoint and Microsoft 365.