Organize your files and folders in SharePoint and initiate external sharing directly out of Salesforce.
Set up sharing for Salesforce Community users with Q!365.
You have the right contacts in your CRM, and with Q!365 you have the right places linked to your DMS as well. Just select the folder and your customer or partner to share with.
Q!365 initiates the secure sharing process for you, and Microsoft takes care of the invitation mail, incl. your personal message.
To keep track on who’s been collaborating on what resources, Q!365 monitors the sharing as an activity on the contact as well as on the linked record itself.
We often have an identity in Salesforce in form of a Community User login, such as a Partner or Customer – but we don’t want to manage and provide dedicated Microsoft credentials on our tenant just to be able to share files and documents – Q!365 will take care of that.
Let’s assume we have a specified Document Library on Microsoft 365, dedicated for all Community users. For each new Community User, Q!365 will automatically create a folder structure based on a given ruleset – this could be their name, or email address, incl. a given set of subfolders.
For the top-level folder, we create a relationship to the Community user’s profile or contact record.
On top of that, Q!365 automatically takes care of the external sharing based on the user’s email address, and then sets up either read-only or edit permissions.
Now we include the Q!365 in the Community user’s interface, running on behalf of a service user and limited to just show the user’s associated folder, and provide the upload capability, so that the user is able to share files within the Community.