Media manager

Bring OneDrive Files Closer to Salesforce

Business documents often live in OneDrive while teams manage customers, cases, opportunities, and other processes in Salesforce.
Moving between Salesforce and OneDrive can make it harder to find and manage files in the right record context.
Media Manager’s OneDrive Connector brings externally stored files into the Salesforce experience, helping teams work with their OneDrive files where they already work.
EXTERNAL STORAGE

Keep Files in OneDrive. Keep the Salesforce Context.

Keep your business files in Microsoft OneDrive while making them accessible from the Salesforce records where your teams need them.
Access OneDrive files without leaving the Salesforce record page.
Organize external files around Salesforce objects and individual records.
Search, preview, upload, download, and manage OneDrive files through Media Manager inside Salesforce.
ONEDRIVE  CONNECTION

Connect the OneDrive Storage Your Teams Use

Connect Media Manager with Microsoft OneDrive and make files from your configured OneDrive environment available inside Salesforce.
Securely configure the connection using your Microsoft Azure app credentials.
Connect using your Microsoft Tenant ID, Client ID, and Client Secret.
Choose the OneDrive root folder and map it to the Salesforce objects and records your teams work with.
EVERYDAY EXPERIENCE

The Media Manager Experience  Now for OneDrive

Work with OneDrive files through the familiar Media Manager experience your teams already use inside Salesforce.
Browse OneDrive files using List, Tile, and Slider views.
Search, filter, sort, preview, upload, and download files without moving between Salesforce and OneDrive.
Rename, move, delete, and upload new versions of files directly from the Salesforce experience.

Ready to Bring OneDrive Files into Salesforce?

Popular Features in SharePoint Connector

OneDrive Connection
Connect Media Manager to Microsoft OneDrive and make externally stored files accessible directly from Salesforce.
Secure Microsoft Connection
Configure the integration through Microsoft Azure using your Tenant ID, Client ID, and Client Secret.
Salesforce Record Context
Connect OneDrive folders with Salesforce objects and records so users can access files within the right business context.
Familiar File Views
Browse OneDrive files using List, Tile, and Slider views for the familiar Media Manager experience inside Salesforce.
Search & File Access
Search, filter, sort, preview, upload, and download OneDrive files without leaving Salesforce.
File & Folder Management
Rename, move, delete, and upload new file versions, while creating and managing folders directly through Media Manager.
Bulk File Operations
Upload, download, or delete multiple files when teams need to work with larger groups of OneDrive files.
Multi-View Modes
Toggle between list, tile, and slider views to match your workflow
File Tree Navigation
Browse all related files in a structured hierarchy
Group By Views
Organize files by type, owner, or date for fast access
Advanced Filtering
Apply multi-field filters to quickly find the right files
Upload/Download Controls
Restrict file types, bulk upload smoothly & control single or multi-file downloads.
Custom File Actions
Trigger Flows, Lightning Components, or LWCs directly from files
Additional Resources for

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Frequently Asked Questions

What is the difference between Create from Scratch Import, Salesforce List View and Import Salesforce Related List?
Option
Create from Scratch
Import Salesforce List View
Import Salesforce Related List
Description
Start fresh and manually define every element of the configuration.
Automatically pulls fields and filters from an existing Salesforce List View for faster setup.
Imports columns from a related Salesforce object, based on parent-child relationships.
Customization
Full control over columns, filters, actions, and layout.
Customization allowed after importing fields and filters.
Modify and adjust imported columns and details as needed.
Why does my AGrid show "No columns to display"?
This occurs if you forget to add at least one column while creating the configuration. Fix: Always click "Add Column" after filling in the Configuration Details to ensure columns are added.
Can AGrid admin select fields from related parent objects for display in the list view?
Yes, AGrid admin can select fields from the primary object or related parent objects for display in the list view. Currently, AGrid supports up to 5 parent object levels.
What is Inline Edit Support for Parent level?
Inline Edit Support for Parent level refers to the ability for users to edit fields on the first level parent record of a related object directly from the AGrid List View. For example, if a user has a Configuration for Contacts, they can edit fields on the parent Account record directly from the AGrid List View. This feature can save time and improve efficiency for users who need to make quick updates to related records without having to navigate to the parent record's detail page.
Can users reset a grid to its original setup?
Yes! The Enable Quick Reset option allows users to reset changes (grouping, sorting, kanban, column width, text wrap, etc.) and revert to the base configuration.
What types of fields support column filtering in AGrid?
Supported fields include: Text, Picklist, Multi select picklist, Reference (lookup), Number, Date/Datetime, (Some fields like Rich Text, Text Area are not supported for direct column filtering.)
Can I build related lists for objects without direct relationships in AGrid?
Yes, AGrid's Intelligent List feature enables you to build related lists for objects without direct relationships, visualize complex relationships with sibling records, sibling objects, grandchild objects, and unrelated objects.
How do I pass values to Custom Actions in AGrid?
You can pass values to Custom Actions in AGrid using the Value field or the Global Variable field. In the Global Variable field, you can select a value based on the current AGrid List View or the context of the selected object in the configuration.
What is OneDrive Connector?
OneDrive Connector is Media Manager’s External Storage integration with Microsoft OneDrive. It lets teams access and manage OneDrive-stored files from within Salesforce records.
Do my files move from OneDrive into Salesforce?
No. Files remain stored in OneDrive. Media Manager provides a Salesforce-side experience for accessing and managing them.
What do I need to connect OneDrive with Media Manager?
You need access to Microsoft 365, Microsoft Azure, the required OneDrive environment, and Media Manager. An Azure App Registration provides the credentials and permissions needed for the connection.
How are OneDrive files connected to Salesforce records?
Media Manager lets admins select a OneDrive root folder and configure object and record folder mappings, connecting external folders with the relevant Salesforce context.
What can users do with OneDrive files from Salesforce?
Users can preview, upload, download, rename, move, delete, search, filter, and sort files. Bulk file operations and new file versions are also supported.
Is the OneDrive connection secure?
Media Manager connects to OneDrive through a Microsoft Azure App Registration using Microsoft Graph permissions and configured application credentials.
Does OneDrive integration require custom development?
No. Admins configure the connection, root folder, and Salesforce folder mappings through Media Manager configuration rather than building a custom OneDrive integration.  

Got other Questions in mind?

We’re here to help. Reach out to schedule an introductory call with one of our team members and learn more about how Softsquare can benefit your organization.
Frequently Asked Questions

How much does FileMate cost?

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FileMate is available  a free add-on within Media Manager.

Can FileMate be used without Media Manager?

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No. FileMate works as an Agentforce-powered extension of Media Manager. It relies on Media Manager’s secure file features to access, analyze, and process your PDFs and images inside Salesforce.

Can I use my own prompt template in FileMate?

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Yes. FileMate allows admins to use their own custom prompt templates for data extraction and Q&A tasks. You can create, modify, and manage templates directly within Salesforce to tailor FileMate’s responses to your business needs.

What file formats does FileMate support?

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FileMate currently supports PDF and image files in PNG and JPEG formats. These formats can be analyzed for data extraction, summarization, translation even ask questions to your files directly within Salesforce. Support for additional file types may be introduced in future updates.