Files Sync and Share
Collaborate on files as a team from anywhere, on any device
Collaborate on a wide range of files as a small team, across your organization, or externally with customers. Follow files and be notified when a new version is uploaded. See version history and comments. Drag and drop multiple files for fast and easy uploads to Salesforce. And maintain complete control over sharing settings, including who has viewing, editing, and collaboration rights.
Search for and find files, fast
Put all of your files, content, and customer information in one place to make it easier than ever to find what you’re looking for. With quick filters, you can find what you need by group, library, most recent, and your own files. You can also follow a file to ensure you never have to search for it again.
Publish the latest information and eliminate mistakes
Keep the most up-to-date sales tools in front of your sales and marketing teams. Eliminate mistakes in the sales cycle by managing and publishing the most accurate product specs, contract documents, and price lists. Quickly see commonly viewed files, get real-time alerts whenever content is updated, and use tags to easily classify content across libraries.
Take an interactive guided tour.
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Sales Cloud Frequently Asked Questions
File Sharing Software by Salesforce
Now, you can organize all of your important files within a single dashboard with Salesforce’s cloud-based file sharing software.
Whether you’re in the office or on the go, you can access the files and customer information you need, when you need it. Plus, you can share important files with your sales team — including reports, lead information, and helpful training materials.
Sales Cloud file sync and share makes managing your files simple.