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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
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Jun 30, 2025, 9:41 PM

    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!

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