24Files Documentation

24Files - Introduction

• 24Files Demo Video
• What is 24Files
• How does 24Files work
• 24Files objects in Salesforce

Before starting 24Files configuration

• Set up your domain
• Remote Site Settings

Azure APP Configuration (As of 24Files R4.0)

• Step 1: Create Azure App
• Step 2: Client ID & Secret in Salesforce
• Step 3: Set-up API Permissions in Azure
• Step 4: Login from 24Files
• Step 5: Finish Configuration

24Files Manager Configuration

• 24Files Settings
• Object Configuration
• 24Files Folder Structures
• 24Files 360 View
• Email-to-Case

24Files Lightning component

• Functionality of the Lightning component
• Add to mobile view - Salesforce Application
• Chatter Functionality
• Work with Global Search

User configuration

• Permissions
• License assignment

Salesforce Flows, Platform Events and APEX

• Use Flows to migrate files from Salesforce Storage to SharePoint
• Use 24Files with Salesforce Flows
• 24Files Platform Events
• Use 24Files with Apex

Upgrades, Troubleshooting & Application Maintenance

• Refresh Client ID & Client Secret
• Troubleshooting
• Upgrade 24Files to a newer version

Release Notes

• 24Files Summer '23 Release
• 24Files Spring '23 Release