Hello folks -- We currently use both Salesforce and SharePoint to save and share important client docs. Biggest challenges facing our teams now:
- Salesforce files are hard to sort. A client record could have between 10-25 associated with it and we can only sort by name or date uploaded. We've tried naming conventions but user adoption has been tough.
- Storage limits within Salesforce, storing this stuff there can get pricey.
- Redundancy, users are hesitant to bounce between systems to upload all these docs.
I see there are a number of options on the AppExchange at a variety of features and price points.
- If you've used one of these products in the past, how did you like it?
- Any gotchas or or surprises you wish you had know about going in?
- Do you consider the tool a good value when comparing the price vs features?
Thanks!
4 answers
Vuk Stajic (MVRK Inc.) Forum Ambassador
Without a doubt, the best and out of the box option is Files Connect: https://help.salesforce.com/s/articleView?id=experience.collab_admin_files_connect.htm&type=5
I have experience with this for Google Drive but it works for SharePoint as well!