Frequently Asked Questions
How does 24Files work with SharePoint permissions? 24Files inherits the permissions that are set in SharePoint but 24Files itself does not define any SharePoint permissions. Read more here.
Do I need assign 24Files permission sets and licenses for all users? Only the users that will make use of 24Files need a permission set and license, which can be a subset of the users in your ORG. Also users that make use of anonymous mode access (common for Experience Cloud users) require a 24Files permission set and license. Read more here.
How often does 24Files provide updates and how do I stay aware? 24Files regularly publishes new versions on the AppExchange. The new features are grouped into approximately 3 marketing release per year. If you are a 24Files customer, we have added you to our mailing distribution list where we announce the availability of those releases.
Can I use 24Files for my own custom objects? Absolutely! 24Files works with any Salesforce standard or custom object.
When I use batch migration, not all files are transferred. What could be the reason? Some of the common root causes are 1/ the difference in the supported character set between Salesforce and SharePoint (read more here) and 2/ With APEX, file uploads are limited to a maximum size of 35 MB per file.
Do you support Email-to-Case? Yes, we do. Contact our support team to enable it on your environment. Once the feature is enabled, email attachments can be automatically transferred to SharePoint, read more here.
What security setup do you recommend in terms of access to folders? Much depends on what you have already set up on the SharePoint side. What we see as quite common setup:
Only grant access to Salesforce records to those people that need access. If people cannot access the record, they will not be able to access the 24Files component either.
Most customers set up permission access in SharePoint at the site level. So they work with multiple SharePoint sites with different access rules. 24Files has a very nice solution to work with multiple SharePoint sites, read more here.