M-Files for Salesforce CRM

M-Files for Salesforce CRM allows you to bring your daily content and business data together into one common view. No matter where your content is stored – network folders, SharePoint sites, business systems or other repositories – you can find and access it directly from the view in Salesforce CRM or M-Files.

Product Description

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

 

Documentation and Additional Information


Download Link Description
 M-Files Add-in for Salesforce CRM - Installation Guide Installing and Configuring the M-Files Add-in for Salesforce CRM
 Enabling Microsoft Office for the Web Services for M-Files Web
 M-Files Connector for Salesforce - Installation Guide Installing and Configuring the M-Files Connector for Salesforce CRM
 M-Files Connector for Salesforce Release Notes Summary of the changes included in the latest M-Files Connector for Salesforce CRM Release
 M-Files Plugin for Salesforce CRM - Installation Guide Old data integration. Installing and Configuring the M-Files Plugin for Salesforce CRM
 M-Files for Salesforce CRM - Datasheet
 M-Files for Salesforce CRM - Solution Description

Licensing and Downloads

Licence Type Variable options - Contact M-Files or Your M-Files Reseller for Licensing Information

 

Version Description M-Files Version Support
 ;3.1.0 M-Files Add-in for Salesforce CRM

M-Files Online December 2022

Version Description M-Files Version Support
 ;M-Files Connector for Salesforce CRM 23.11.0.0 Signed M-Files Connector for Salesforce CRM (Published 10.01.2024).

M-Files Online June ’22 Update and later

Contact Information

Website https://www.m-files.com
Sales and More Information
Contact Name M-Files Sales
Email Address contact@m-files.com
Phone US: 1-972-516-4210 Finland: +358 3 3138 7500
Technical Support


Support Email support@m-files.com
Support Site https://www.m-files.com/en/contact-support
Support Phone In North America: 1 (800) 224-4074 In Europe: +358 3 3138 7599 (Finland) +44 330 122 8358 (UK) +33 (0)170615821 (France) +49 3222 109 2805 (Germany) In Australia: +61 290 984 702

Product Specifications

Supported Environments

Customer Environment:

M-Files Standard Cloud:

M-Files Isolated Cloud:

 Yes

 Yes

 Yes

Supported Languages English
Regional Availability Global

Screenshots