How File Sync and Share Can Help You Stay Organized? | Salesforce Sales Cloud

Are you tired of wasting time searching for files on your computer? 

If you’re like most people, you probably have several folders spread out across your hard drive, and it can be difficult to track down the file you need when you need it. That’s where file sync and share can help. With this feature, you can store all of your files in one place online and access them from any device. 


Not only does this make it easier to find what you’re looking for, but it also makes it easier to share files with colleagues and clients. Plus, you can rest easy knowing that your files are always backed up and safe from accidental deletion or damage. 

Want to learn more? In this article, we’ll discuss the benefits of file sync and share and show you how to set it up in your Salesforce Sales Cloud account. 

What Is File Sync and Share?

Have you ever tried to email a file that’s too big? It’s not fun, is it? 

That’s where file sync and share comes in. It’s a feature of the Salesforce Sales Cloud that lets you store your files in the cloud and access them from anywhere. You can share files with other people, or even make them public if you want. 

The best part is that you can access your files from any device—PC, Mac, phone, or tablet. So whether you’re at work, at home, or on the go, you can always have access to the files you need. 

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How Does File Sync and Share Work? 

Imagine this: you’re out of the office, but you need to access a file that’s on your computer back at the office. With file sync and share, you can do just that. 

Here’s how it works: first, you need to download the Sync and Share App 

Then, you choose the files or folders you want to sync, and decide how you want to share them.  

You can share them with individuals or groups, and you can even set permissions so that only certain people can access them. 

Once your files are synced, you can access them from any device—smartphone, laptop, or tablet. This is a great way to stay organized and save time, since you no longer have to worry about whether or not you have the latest version of a file. You can just sync it and go! 

The Benefits of Using File Sync and Share

You may be wondering what the benefits of using file sync and share are. Well, here are just a few: 

  1. You can easily access your files from any device, anywhere in the world. 
  2. There’s no need to worry about losing your work—file sync and share keeps everything in sync, so you never have to worry about data loss again. 
  3. You can collaborate with your team in real-time, without ever having to leave your office. 

These are just a few examples of how file sync and share can help you stay organized and save time. So, if you’re looking for a way to make your workflow a little bit smoother, file sync and share is definitely the solution for you. 

How to Set Up File Sync and Share in Salesforce Sales Cloud?

Now that you know a little bit about what file sync and share is, let’s take a look at how you can set it up in Salesforce Sales Cloud. 

The first step is to create a folder on your computer or device where you’ll store all of your files. This can be anything from a folder on your desktop to a drop box or Google Drive account. 

Next, you’ll need to download and install the Salesforce Files app. This is the app that will allow you to access your files from anywhere, on any device. 

Once you have the app installed, open it up and sign in with your Salesforce credentials. You’ll then see a list of all of the folders that you’ve created in Step 1. Just select the folder that you want to sync with Salesforce, and you’re good to go! 

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Tips for Using File Sync and Share Efficiently

When you’re using File Sync and Share, it’s important to stay organized. Here are a few tips for doing that: 

  • Make sure you’re using folders to organize your files. This will make it easier to find what you’re looking for.
  • Name your files descriptively so you can easily figure out what they are.
  • If you have any large files, try to break them up into smaller chunks so they’re easier to upload and download.
  • If you need to share a file with someone, make sure you send them the link and not the file itself. That way, they’ll be able to access the file even if they don’t have File Sync and Share installed on their computer.
  • Keep an eye on your storage space. If it starts getting low, delete some of the older files that you no longer need.

Frequently Asked Questions

Salesforce’s cloud-based file sync and share feature can help you stay organized and save time. Here are some of the most frequently asked questions about the feature: 

Q1: What is file sync and share? 

File sync and share is a cloud-based feature that allows you to store your files in the cloud and access them from any device. This means that you can access your files from your computer, phone, or tablet, no matter where you are. 

Q2: How does file sync and share work? 

File sync and share works by allowing you to store your files in the cloud. This means that your files are accessible from any device, no matter where you are. You can also share files with other people, which makes collaborating on projects a breeze. 

Q3: Can I use file sync and share on my phone or tablet? 

Yes! File sync and share is available on both Android and iOS devices. This means that you can access your files from anywhere, anytime. 


If you’re looking for a way to stay organized and save time, you should definitely check out the file sync and share feature of Salesforce Sales Cloud. This handy tool lets you sync your files between multiple devices so you can access them anywhere, anytime. Plus, it makes it easy to share files with others without having to email them back and forth. 

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