• Set up sFiles in Salesforce Classic (Visualforce)

    With the Summer 2020 major release sFiles moved to a 100% lightning component design to improve performance and stability. With this release however the wizard no longer automatically creates Visualforce pages for sFiles. However, you can still continue to use sFiles in Salesforce Classic with a few simple steps. This guide walks you through how to create and embed sFiles as a Visualforce page in your Salesforce Classic org.

  • Allowing User-Managed Site/Library/Folder linking

    sFiles can be configured to allow users to manually link a new Salesforce record to a site or document library, or folder of their choice. This is helpful when linking a folder to a Microsoft Teams site, for instance.

  • How do I grant sFiles Support access?

    Our goal is to help you win big. With our customers requiring advanced support we sometimes require access to your Salesforce org. Follow these steps to grant our support access to your org.

  • How to dynamically link root folders from formula fields

    This article walks you through how to have multiple Object-level folders and direct sFiles to place object-related folders in specific parent folders based on formula field values. For example, you may have an "Accounts - Manufacturing" folder to contain all account folders where the field Industry is set to Manufacturing, and an "Accounts - Agriculture" for all accounts with Industry field set to Agriculture.

  • How to set a custom logo in sFiles

    sFiles allows admins to set custom logo image instead of the default sFiles logo. The logo can also be removed entirely. This article will walk you through these steps.

  • How to set up sFiles on a sub-object

    Using the setup wizard, sFiles can be easily set up on standard or custom objects. You can also add the sFiles browser on a sub-object such as Contact that displays its parent Account's folder. In this guide, we will show you how to set up sFiles on a sub-object.

  • Initial folder structure JSON format

    Initial folder structure is a feature in sFiles that auto creates multiple folders based on a template. This guide walks you through how to set this up.

  • Using the sFiles Client API

    sFiles offers our Enterprise customers the ability to write code to leverage the automatic movement of files from Salesforce Files to locations within SharePoint Document Libraries. This initial API offering will be improved based on customer feedback and is expected to change in coming revisions of sFiles.