Salesforce is one of the most popular CRMs for sales and service teams. It is also used extensively by marketing teams. We write a lot of content around file management in Salesforce and provide tutorials and instructions on common problems as well. The CloudFiles app integrates deeply with Salesforce CRM.

The Ultimate Guide to Salesforce SharePoint Integration

Explore our Ultimate guide to get equipped with everything you need to know about Salesforce SharePoint integration. From easy 6-step Files Connect setup to in-depth coverage of top third-party apps for SharePoint to Salesforce integration, we have got your integration journey covered.

Organized and secure file sharing on Salesforce Community by Bridgepointe

Check out how Bridgepointe Technologies used CloudFiles to automate their folder hierarchy and share files seamlessly with their Salesforce community. They also added an additional level of analytics for their users to get content consumption, making sharing more insightful.

A Brief Guide On Salesforce File Storage Cost

Salesforce comes with limited file storage which can get expensive quickly as the file storage need increases. In this articles, we discuss how to reduce file storage cost in Salesforce by leveraging external file storage systems like Google Drive, SharePoint etc.

Move case attachments to SharePoint In Salesforce

Salesforce “Email to case” is a great feature of service cloud to automatically create cases from email. This articles describes how to automatically move the case attachments to SharePoint

Send emails using Sendgrid in Salesforce

Salesforce comes with a lot of ready to use tools, but when the businesses need customization, that's when it really shines. In this article we will explore how to send emails in Salesforce using Sendgrid, a dedicated email service rather than using Salesforce's inbuilt email functions.

Workaround Salesforce governor limits when working with files

Salesforce enforces governor limits to prevent apex abuse. These can apply to transactions, heap size, timeouts etc... They become restrictive while working with various file use-cases. In this article we explore a way to bypass these file-related governor limits.

The Birth and Evolution of CRM Softwares

Here we explore the birth of Customer relationship management softwares and the reasons why businesses cannot do without them. Technology progress is taking business processes to new heights, don't get left behind.

CloudFiles – A Secure File Sharing & Tracking App

CloudFiles is a secure file sharing & tracking app. It enables you to share PDFs, Docs, PPTs, Spreadsheets & other files as links. You can configure security & track viewer engagement through file analytics. You can connect file events to your processes & create powerful automations.