Productivity Solution
DocuSynch by asUgo
DocuSynch by asUgo
DocuSynch by asUgo is a solution that bridges Salesforce and SharePoint. It empowers users to manage files stored in SharePoint without leaving the Salesforce environment. It streamlines document management across platforms.
Key Capabilities
Effortless File Management: Create, update, and delete files or folders within SharePoint directly from Salesforce.
Smart Automation: Automatically generate SharePoint directories for new Salesforce records (e.g., when new accounts are created), based on customizable, pre-defined templates.
Centralized File Storage in SharePoint: Automatically direct Salesforce record files to their designated SharePoint directories.
Impacted KPIs
