SHAREFILE INTEGRATION · ShareFile Integration The ShareFile integration accelerator provides a path to a solution when the basic ShareFile integration is not sufficient. Contextual

SHAREFILE INTEGRATION

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ShareFile Integration Accelerator

ShareFile Integration

ShareFile offers an out of the box integration with Salesforce but sometimes more advanced functionality is needed. This ShareFile accelerator provides an advanced

integration between ShareFile and Salesforce to meet more complex needs.

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Use Cases

ShareFile Integration

The ShareFile integration accelerator provides a path to a solutionwhen the basic ShareFile integration is not sufficient.

Contextual integrationRelate ShareFile folders to

specific records in Salesforce.

Complex file upload requirementsPut workflow in place as part

of the process of uploading files.

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Context Aware ShareFile Integration

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ShareFile Integration

ShareFile Integration

This accelerator associates ShareFile folders to specific Salesforce records.

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ShareFile Workflow

ShareFile Integration

Document Upload WorkflowAdd steps to ensure the documents being uploaded are handled correctly.

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ShareFile Search

ShareFile Integration

Inline Search

Search for files in ShareFile folders without leaving Salesforce.