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Getting Started with 
Salesforce Files Sync
Welcome to Salesforce Files Sync 
Salesforce Files Sync makes secure, enterprise-grade file syncing, 
sharing, and managem...
Getting started 
is easy! 
Just follow these three 
simple steps: 
Download and install Salesforce Files Sync. 
Sync your ...
Download and Install 
1 Salesforce Files Sync
1 Download Salesforce Files Sync from Chatter… 
Log in to Chatter to download Salesforce Files Sync. 
1. Click My Settings...
…or directly from 1 the Files page. 
Just click Get Salesforce Files for Windows or Mac.
1 Install Salesforce Files Sync. 
Salesforce Files Sync is available for Windows and Mac. 
1 2 3 
1. Run the Installer 
2....
2 Sync Your Files
2 Sync your files. 
Just drag and drop (or save) them into your Salesforce Files folder. 
1. Drag your files directly from...
Access your synced files 2 from anywhere. 
Share and collaborate on your files from any device. 
On your mobile device, 
i...
Share and Collaborate 
3 on Your Files
3 Share and collaborate on your files. 
Synced files are private by default, but you can choose to share 
them with people...
3 Easily share synced files in any feed. 
Click Select a file from Salesforce when attaching a file to the feed.
2 
Resources 
Need more help? 
Have questions or comments? 
Visit the Salesforce Files Sync Help Portal 
http://sforce.co/...
Salesforce files sync deployment guide \ Getting started
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Presenting our brand new Salesforce Files Sync Deployment guide. This guide provides suggestions on how to get started with Salesforce Files Sync in your organization and key steps to get going on the deployment.

Please also check our Get Started Guide: http://sforce.co/1AtSZvg that can help you spread the word in your organization about Files Sync at each phase of deployment.

Do check out the important links on the left side of the group page in case you need additional information before, during or after deployment.

The presentation was made by Nissim Dokey - Senior Product Manager, Salesforce Files.

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Salesforce files sync deployment guide \ Getting started

  1. 1. Getting Started with Salesforce Files Sync
  2. 2. Welcome to Salesforce Files Sync Salesforce Files Sync makes secure, enterprise-grade file syncing, sharing, and management easier than ever. MY FILES trusted security synced everywhere made social =
  3. 3. Getting started is easy! Just follow these three simple steps: Download and install Salesforce Files Sync. Sync your files. Share and collaborate. 1 2 3
  4. 4. Download and Install 1 Salesforce Files Sync
  5. 5. 1 Download Salesforce Files Sync from Chatter… Log in to Chatter to download Salesforce Files Sync. 1. Click My Settings | Desktop Add-Ons | Salesforce Files 2. Click Download 3. Follow the installation instructions for your operating system 4. Log in with your Salesforce credentials
  6. 6. …or directly from 1 the Files page. Just click Get Salesforce Files for Windows or Mac.
  7. 7. 1 Install Salesforce Files Sync. Salesforce Files Sync is available for Windows and Mac. 1 2 3 1. Run the Installer 2. Drag the Salesforce Files icon into the Applications folder 3. Double-click the Salesforce Files icon in your Applications folder and log in with your user name and password 4. You are on your way to syncing files
  8. 8. 2 Sync Your Files
  9. 9. 2 Sync your files. Just drag and drop (or save) them into your Salesforce Files folder. 1. Drag your files directly from your desktop, a folder, or anywhere 2. You can sync any type of file: office documents, images, and more 3. Your files start syncing right away 4. You can see your files sync by glancing at your system tray or menu bar All Synced! Syncing in progress…
  10. 10. Access your synced files 2 from anywhere. Share and collaborate on your files from any device. On your mobile device, in Salesforce1. On your computer. Online, in Salesforce.
  11. 11. Share and Collaborate 3 on Your Files
  12. 12. 3 Share and collaborate on your files. Synced files are private by default, but you can choose to share them with people and groups, or on records in Salesforce. On your mobile device, in Salesforce1. Online, in Salesforce Online, in Salesforce.
  13. 13. 3 Easily share synced files in any feed. Click Select a file from Salesforce when attaching a file to the feed.
  14. 14. 2 Resources Need more help? Have questions or comments? Visit the Salesforce Files Sync Help Portal http://sforce.co/1zHOMU5 Join our Files and Content Success Community http://bit.ly/gofiles 1

Presenting our brand new Salesforce Files Sync Deployment guide. This guide provides suggestions on how to get started with Salesforce Files Sync in your organization and key steps to get going on the deployment. Please also check our Get Started Guide: http://sforce.co/1AtSZvg that can help you spread the word in your organization about Files Sync at each phase of deployment. Do check out the important links on the left side of the group page in case you need additional information before, during or after deployment. The presentation was made by Nissim Dokey - Senior Product Manager, Salesforce Files.

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