Downloadable User Guides
Salesforce Files Sync | Salesforce
Salesforce Files Sync
View and edit file details, and report on files.
Get Started with Salesforce Files SyncSalesforce Files Sync makes file management, syncing, and sharing easier than ever!Salesforce Files Sync System RequirementsSalesforce Files Sync runs best on systems that meet the minimum recommended system requirements.Install Salesforce Files SyncInstall the Salesforce Files Sync client on your desktop to sync files between your computer, Salesforce, and Salesforce1 on mobile devices.Connect Salesforce Files Sync to Other Salesforce OrganizationsConfigure Salesforce Files Sync to connect to other Salesforce organizations.Sync Files and FoldersSync files and folders by saving them in your Salesforce Files Sync folder on your computer or by clicking Sync while viewing a file in a feed post, comment, file list, or file detail page.Access Synced Files on Your Computer, Online, and on Mobile DevicesAccess synced files in your Salesforce Files Sync folder on your desktop, in Salesforce online, and in Salesforce1 on your mobile device.Working with Synced Files and FoldersSynced files and folders are just like any other file in Salesforce, but they have a few additional features.Share Synced FilesSynced files can be shared directly from the Salesforce Files Sync folder on your desktop.Manage Versions of Synced FilesJust like all Salesforce files, you can work with prior versions of a synced file as needed.Salesforce Files Sync LimitsBe aware of file syncing limits while using Salesforce Files Sync.Salesforce Files Sync Storage LimitsTwo storage limits affect Salesforce Files Sync: shared organization-wide storage and individual storage.File Names and Extensions that Prevent SyncingSome file characteristics can prevent files from syncing between your devices and the Web.Synced Folder Name RestrictionsSome folders aren’t synced by Salesforce Files Sync because of folder name restrictions.
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