Salesforce Files
“Salesforce gives our investment advisors a platform to build deeper relationships and deliver an enhanced experience to their clients.”
Integrate files into the flow of business.
Salesforce Files places files where employees need them most — in project groups or attached to account records, marketing campaigns, or service cases. Employees are more productive in the way they sell, service, market, and innovate because they always have the files and information they need.
Stay synced and mobile.
With Salesforce Files, you can stay in lockstep with your team. Securely sync and share files across any mobile device, ensuring that files are accurate, up to date, and accessible from any location. With file sync software from Salesforce, files are more actionable, relevant, and accessible.
Connect any file.
Files Connect unlocks files from third-party repositories, making them instantly mobile and social. Customers can connect files in SharePoint to their business processes in Salesforce. Search across repositories in the cloud or on premises with a single command. Find the right file the first time.
