The M-Files Embedded UI for Salesforce brings the M-Files interface into Salesforce, so users can find, view and manage documents and other objects connected to the record they have open, without switching to another client.

The Embedded UI brings content from M-Files and other connected repositories into the Salesforce view. Your administrator sets up the view to support your business requirements, so daily content and business data are available in one place.

It includes the M-Files Connector for Salesforce, which synchronizes Salesforce data objects to M-Files and tags documents to Salesforce accounts, opportunities and other objects. You do not need to buy the Connector separately.

What’s new in 3.9.0

• Add the Embedded UI to the Salesforce Home page and App pages, as well as record pages, so users can reach M-Files as soon as they log in.
• Use the new “Assigned to me” view to see everything assigned to you, and approve items and complete workflow tasks without leaving Salesforce.

Minimum requirements: Embedded UI for Salesforce 3.9.0 requires M-Files Online October ’26 Update or later. Live co-authoring also requires M-Files Web Companion 26.10.1 or later, which is free for all M-Files users.

M-Files Embedded UI for Salesforce – Paid add-on for all M-Files subscription tiers. Includes the M-Files Connector for Salesforce. Contact your M-Files account manager or reseller for licensing information.