New Salesforce ‘Files Connect’ Tool Brings SharePoint Files to the Cloud, Streamlining Data Sharing in Your CRM EnvironmentPosted by Tokara Solutions | Microsoft SharePoint, Salesforce CRM, Salesforce CRM Integration, Salesforce Mobile | No Comments
From sales reports to presentation slide decks, your teams receive, process, organize, and store a plethora of information and documents throughout the day. Before long, their desktops, both physical and virtual, become cluttered. While always cumbersome, this issue becomes critical when employees need to share key data within their CRM system, often in time-sensitive circumstances.
While you may already be familiar with Salesforce Files, the tool that allows you to manually insert files into the CRM by copying and pasting, the new Files Connect tool makes it easier than ever to add and index files to your system—in an automated, user-friendly format that alleviates the headaches and time requirements associated with manual attachments. Read More