01 - Installing sFiles
Learn how to install the sFiles managed package from the Salesforce AppExchange. This guide covers the steps to initiate the install and verify completion.
Learn how to install the sFiles managed package from the Salesforce AppExchange. This guide covers the steps to initiate the install and verify completion.
Learn how to access the sFiles Manager Lightning App included with sFiles. This app helps you complete first-time setup and other administrative tasks.
Learn how to use the first-time setup wizard in the sFiles Manager to finish configuring sFiles.
A custom domain is required for the sFiles Setup Wizard to function.
This article walks through the steps to set up sFiles in the Azure Active Directory.
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.
Here are the steps to add sFiles browser to an object.
Add sFiles to your lightning page layouts using these steps.
Setting sFiles up on a Sandbox is simple, however a few details could trip up the process. This article addresses how to ensure your set up process goes smoothly.
In Salesforce's development process, we often need to move components from one environment to another. In this article, we cover how to successfully move sFiles settings and metadata.
In order to use the upload feature in sFiles, you must add your SharePoint domain to your Salesforce's CSP Trusted Site list. This article walks through the steps to do this.
Terms and definitions used in sFiles documentation.