Salesforce Document Management - Send, Track, and Access Every File from One Place

Frequently asked questions

• How do you manage documents in Salesforce? +
  Salesforce document management with 360 SmartDocs covers every step of the document lifecycle, generating files from live CRM data, sending them from the same workflow, storing them in Salesforce Files against the originating record, and tracking every document through the 360 Document Manager. Every step happens inside Salesforce with no external tools, no manual file handling, and no data re-entry. Works with Opportunity, Account, Contract, Order, and any custom Salesforce object.
• Can 360 SmartDocs send documents from Salesforce automatically? +
  Yes. 360 SmartDocs integrates with Salesforce Flow so document generation and email delivery can trigger automatically; when an Opportunity closes, a Contract is approved, or any record field changes. The built-in Email Composer handles full recipient configuration including From, To, CC, BCC, subject, and body, so the document reaches the right person with zero manual steps after the flow fires.
• How do you integrate Google Drive with Salesforce for document delivery? +
  Salesforce Google Drive integration is typically set up using Salesforce Files Connect, which links Google Drive as an external content source. 360 SmartDocs fits into this workflow as the document generation layer, producing completed Word or PDF files that route into the connected Google Drive folder as part of the same delivery step. Keeps document storage aligned across Salesforce and Google Workspace with no manual file transfer after generation.
• How do you connect SharePoint to Salesforce for document storage? +
  Salesforce SharePoint integration is configured via Salesforce Files Connect, which sets SharePoint as the external storage target. Once configured, 360 SmartDocs-generated documents are directed into SharePoint document libraries automatically on generation. This is especially useful for enterprise legal, compliance, and finance teams that require all records to reside inside a governed SharePoint environment, while retaining full Salesforce record-level traceability on every file.
• How do you reduce Salesforce storage without losing document visibility? +
  To reduce Salesforce storage, route generated documents to external platforms - Google Drive, SharePoint, or OneDrive, instead of storing all files natively in Salesforce Files. 360 SmartDocs supports this through its delivery and sync workflow: files remain linked at the record level for team visibility, but long-term document storage happens outside Salesforce. This keeps org storage costs low without sacrificing access or file traceability for any team member.
• Does 360 SmartDocs support Salesforce OneDrive integration? +
  Yes. 360 SmartDocs-generated documents can be delivered into OneDrive through Salesforce's native file sync capabilities. Teams using Salesforce OneDrive integration as part of their broader document storage in Salesforce strategy receive completed Word or PDF files directly in OneDrive - with no manual transfer step after generation. This works alongside Salesforce Google Drive integration and Salesforce SharePoint integration options for teams running mixed cloud storage environments.
• Where are generated documents stored in Salesforce after delivery? +
  Generated files attach to the originating Salesforce record through Salesforce Files and are also linked to the parent record for cross-team visibility. Teams can preview, download, or share files directly from the record without searching through email threads or shared drives. For teams using Salesforce Google Drive integration, Salesforce SharePoint integration, or Salesforce OneDrive integration as their primary storage layer, 360 SmartDocs routes files to those platforms as part of the same delivery workflow.