![]() ![]() In addition, the service also transfers the information about the Salesforce document creator, editor, and owner to SharePoint for easier tracking of the documents. All this happens in the background, in a totally automatic way. This works for all kinds of files, namely for all documents related to Salesforce accounts, contacts, leads, opportunities, quotes, contracts, orders, assets, email messages, or custom objects. Document Extractor then creates a link in Salesforce that points to that SharePoint location, and through which you can access the file.ĭocument Extractor creates the folder structure in SharePoint to follow the object hierarchy in Salesforce. Once you upload a file to Salesforce, it is detected by the service running in the background, which moves the file to SharePoint. It enables using external storage seamlessly and naturally. Your Salesforce Integration with a Hybrid SharePointĭocument Extractor takes care of the Salesforce / SharePoint integration the smart way. Given these limits and Salesforce's storage pricing, maybe it’s time to consider a service that automatically moves your documents somewhere cheaper. Forums are a great place to dig deeper and see what others are saying about Salesforce data storage pricing. ![]() That is how Salesforce stores data, but please be aware, as we’ve discovered, this can vary depending on your specific license. In terms of Salesforce data storage price, starting in late March 2019, most editions get another 10 GB for data storage, plus incrementally added user storage. 10 GB go fast when you add up all the documents and files in an org. Most organizations exceed that Salesforce document storage limit pretty quickly. File storage is where all your organization’s documents, attachments, and files in general go. Based on the edition you have, all orgs receive an initial 10GB of file storage (except for the Essentials edition, which gets only 1 GB of file storage per org). ![]() There are two types of Salesforce storage: File storage and data storage. Salesforce and SharePoint data storage: What are the costs? Documents can be protected using member access restrictions and can be shared easily via email or Microsoft Teams. In general, integration with Office is very smooth and you can, for example, open your documents in Word online or on the Word desktop app in a breeze. Team members can also track the versions of a document. Finding your key documents is also easy as SharePoint with the search capabilities offered and the option of viewing each group’s activity. Nonetheless, you can also check out a document if you want to make sure you are the only one editing it. Having multiple users accessing the same document in real time is not a problem. You can even see where in the document each person is. SharePoint in a business setting, the document management capabilities of SharePoint are unparalleled. Therefore, even if this is a way to slash Salesforce data storage costs, it is not the solution for keeping up with compliance and security requirements.īesides, when considering G Suite vs. When looking for external document storage for Salesforce you could also consider G Suite by Google Cloud, but this option is not very popular with companies.įirst and foremost, not all organizations want to store their data in Google Drive, as they don’t want their data and documents stored out of their control in cloud data centers. CB Linked Server for Enterprise Applications.CB Document Metadata Reporting for Salesforce®.Document Extractor – Built for Salesforce platform™.Salesforce Document Management & Integration.SharePoint Enhancements & Blockchain Document Sealing.Digital Transformation – Industrial IoT.CB Exchange Server Sync for Gmail and Google Workspace.Exchange and Office 365 Synchronization & Security.Connect to Dynamics 365 Business Central.Connect to Dynamics 365 Finance and Operations.CB Dynamics 365 Seamless Attachment Extractor.CB Dynamics 365 to SharePoint Permissions Replicator.Dynamics 365 + SharePoint Document Management Suite.Dynamics 365 and CRM Productivity & Access Control. ![]()
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