Media manager

Bring SharePoint Files Closer to Salesforce

Business documents and shared files often live in SharePoint while teams work every day in Salesforce.
Switching between Salesforce and SharePoint can make it harder to find the right files in the right record context.
Media Manager’s SharePoint Connector brings externally stored files into the Salesforce experience, helping teams access and manage them where they work.
EXTERNAL STORAGE

Keep Files in SharePoint. Keep the Salesforce Context.

Keep your business files in Microsoft SharePoint while making them accessible from the right Salesforce records.
Access SharePoint files without leaving the Salesforce record page.
Keep externally stored files connected to the business context your teams work with every day.
Search, preview, and manage SharePoint files through Media Manager inside Salesforce.
SHAREPOINT CONNECTION

Connect the SharePoint Sites Your Teams Use

Connect Media Manager with Microsoft SharePoint and bring files from your configured SharePoint environment into Salesforce.
Securely configure the connection using your Microsoft Azure app credentials.
Connect using your Microsoft Tenant ID, Client ID, and Client Secret.
Configure the SharePoint site and storage location your Salesforce users need to access.
EVERYDAY EXPERIENCE

The Media Manager Experience  Now for SharePoint

Work with SharePoint files through the familiar Media Manager experience your teams use inside Salesforce.
Browse SharePoint files using familiar List, Tile, and Slider views.
Search and preview external files without moving between Salesforce and SharePoint.
Manage files and folders directly from the Salesforce record context.

Ready to Bring SharePoint Files into Salesforce?

Popular Features in SharePoint Connector

SharePoint Site Connection
Connect Media Manager to your Microsoft SharePoint environment and make externally stored files accessible from Salesforce.
Secure Microsoft Connection
Configure the integration using Microsoft Azure app credentials, including Tenant ID, Client ID, and Client Secret.
Salesforce Record Context
Give users access to SharePoint-stored files while they work with the relevant records and business processes inside Salesforce.
Familiar File Views
Browse external files using List, Tile, and Slider views, so users can work with S3 files in a familiar Salesforce experience.
Search & File Access
Help users find and access the SharePoint files they need without leaving Salesforce or switching between systems.
File & Folder Management
Manage supported SharePoint files and folders directly through Media Manager while keeping files stored in SharePoint.
Microsoft 365 Integration
Bring Salesforce and Microsoft SharePoint closer together, helping teams work with documents stored across their existing Microsoft 365 environment.
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 SharePoint Connector?
SharePoint Connector is Media Manager’s External Storage integration with Microsoft SharePoint. It lets teams access and manage SharePoint-stored files from within Salesforce records.
Do my files move from SharePoint into Salesforce?
No. Files accessed through the connector remain stored in SharePoint. Media Manager gives users a Salesforce-side experience to access and manage them.
What do I need to connect SharePoint with Media Manager?
You need an active Microsoft 365 account and access to Microsoft Azure. An Azure App Registration is used to obtain the Tenant ID, Client ID, and Client Secret required to configure the connection.
Can I connect multiple SharePoint sites?
Yes. Media Manager supports connecting multiple SharePoint sites, so teams can access files across different sites while continuing to work from Salesforce.
What can users do with SharePoint files from Salesforce?
Users can access and work with SharePoint files through Media Manager inside Salesforce. Supported file actions will depend on the capabilities enabled for the SharePoint Connector.
 Is the SharePoint connection secure?
The connection uses a Microsoft Azure App Registration and application credentials to establish access between Media Manager and the configured SharePoint environment. Access permissions can be configured for the required SharePoint sites.
Does SharePoint integration require coding?
No. The SharePoint Connector uses a guided, click-based setup. Admins can configure the integration without writing custom code.

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.