M-Files for Salesforce CRM consists of two building blocks that you can freely choose to set up an environment that best suits your company’s needs.

M-Files Connector for Salesforce CRM

The M-Files Connector for Salesforce CRM connects M-Files and Salesforce so that content in Salesforce CRM can be found, accessed and managed in M-Files via M-Files Desktop, Web, and Mobile.

Customer-related documents, such as proposals, presentations, contracts, purchase orders and emails, are a key part of customer relationship management. M-Files integrates seamlessly with Salesforce CRM enabling users to easily tag and attach documents to Salesforce CRM objects such as accounts, leads, contacts and opportunities.

You can also add M-Files metadata to Salesforce data and then show documents and data in M-Files, Salesforce and other connected repositories in a singular dynamic view. You might, for example want to access customer data and related documents from the same view and add notifications and alerts, or create a Word or Excel document a template and include dynamic content from Salesforce CRM.

M-Files Connector for Salesforce CRM – Included with Base, Teams and Business subscriptions

Embedded UI for Salesforce CRM

The Embedded UI is used to bring content from other systems and repositories into the Salesforce CRM view. Your company administrator can set up the view to support your business requirements, bringing together all daily content and business data.

Embedded UI for Salesforce CRM – Purchase Required – Contact M-Files or your M-Files Reseller for Licensing Information