The M-Files Connector for Salesforce synchronizes Salesforce data objects to M-Files and tags documents to Salesforce accounts, opportunities and other objects, so content and business data can be found and managed together.

Customer-related documents, such as proposals, presentations, contracts, purchase orders and emails, are a key part of customer relationship management. The Connector lets users tag and attach documents to Salesforce objects such as accounts, leads, contacts and opportunities, and access them in M-Files Desktop, Web and Mobile.

You can also add M-Files metadata to Salesforce data and show documents and data from M-Files, Salesforce and other connected repositories in one dynamic view. For example, view customer data and related documents together, add notifications and alerts, or create a Word or Excel template that includes dynamic content from Salesforce.

To work with this content inside Salesforce itself, see the M-Files Embedded UI for Salesforce.

M-Files Connector for Salesforce – Included with all M-Files subscriptions. No additional purchase required.