WEBINAR | Mastering Salesforce SharePoint Integration with CloudFiles | Get Started Now!

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Mastering Salesforce SharePoint Integration | Webinar | 12th October 2023

00:00 Introduction
00:38 Agenda for the Webinar
01:09 Why should you connect Salesforce and SharePoint?
02:27 Explore Files Connect (Demo)
04:35 Solution: Build or Buy?

05:45 CloudFiles Introduction

06:41 CloudFiles Features
07:10 1. CloudFiles Feature: LWC to associate cloud docs
12:13 2. CloudFiles Feature: Create & Configure Secure Links
14:53 3. CloudFiles Feature: Detailed & Drill-down Analytics
15:20 4. CloudFiles Feature: Flow action based automations
15:45 5. CloudFiles Feature: Platform Events

16:03 CloudFiles Use-Cases
16:10 1. CloudFiles Use-Case: Automatic folders on objects
20:20 2. CloudFiles Use-Case: Automated Nested Folders
20:37 3. CloudFiles Use-Case: Templated Folder Cloning
22:18 4. CloudFiles Use-Case: Auto-transfer email attachments
25:20 5. CloudFiles Use-Case: Move From Salesforce Files
27:04 6. CloudFiles Use-Case: Create Files Connect Link
27:13 7. CloudFiles Use-Case: Update stage on proposal upload
28:37 8. CloudFiles Use-Case: Experience Cloud
30:14 9. CloudFiles Use-Case: Collect documents from customers

34:00 Summary


If you have any questions or need assistance, please contact us at support@cloudfiles.io. Alternatively, you can reach out to our CEO Vishesh Singhal directly at vishesh@cloudfiles.io

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To know more about CloudFiles, visit our website - https://www.cloudfiles.io/

Check out our comprehensive resource "The Ultimate Guide to Salesforce and SharePoint Integration,". As the name suggests, it's your one-stop destination for all the insights you need about Mastering Salesforce SharePoint Integration! click here - https://www.cloudfiles.io/blog/the-ul...