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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.

 

Q!365 | External Sharing the Quick and Easy Way

You do have the right contacts in your CRM, and with Q!365 you do 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.

 

 

  • Dec 14 / 2020