EW File Manager

EW File Manager is a powerful Salesforce-native solution designed to streamline how users organize, upload, and manage documents across their Salesforce environment. It brings centralized file control, seamless cloud storage integrations, and intuitive folder navigation—all within your Salesforce UI. Currently integārated with Google Drive,Dropbox, Box, and OneDrive with upcoming support for sharepoint, EW File Manager allows users to work with files directly from standard and custom objects with minimal clicks and maximum clarity.

Why File Manager With SalesForce?

Real-Time File Sync with Box, Google Drive, Drop Box & OneDrive

● Connect Salesforce to cloud storage solutions like Box, Google Drive, Drop Box and OneDrive for secure, scalable file management.

● Users can upload, view, and organize files directly from Salesforce without switching platforms.

● These integrations support folder-based organization, sharing permissions, version tracking, and automated file syncing.

● Whether attaching files to Cases, storing invoices on Accounts, or referencing technical documents in Opportunities, this setup keeps everything centralized and accessible.

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Strong Features For Your Business Operations

Multi-File Upload & Sync

Users can upload and attach multiple files at once to any Salesforce record. These files are not only stored in Salesforce but are also synced to the corresponding Google Drive folder automatically.

Multi-File Deletion from All Locations

Delete one or more files directly from Salesforce and Google Drive at the same time. This ensures duplicate cleanup and centralized control of cloud files.

Create & Delete Folders

Users can create new folders for organized storage directly within Salesforce. Similarly, they can delete folders that are no longer needed, both in Salesforce and in Drive.

File Download & Preview

Preview PDF, image, and document files directly within Salesforce or download them with one click, streamlining access without needing external apps.

Advanced Search

Quickly find documents or folders by name. Results display instantly without navigating away from the page.

File-Folder Synchronization

Whenever a file or folder is renamed, moved, or deleted in Salesforce, the changes automatically reflect in the connected Google Drive, ensuring consistency across both platforms.

Auto Refresh & Real-Time Sync

With one click, users can refresh the folder and file view to reflect the latest data in real time, without reloading the page.

File Detail Tab

Users can click on any file to view metadata such as size, uploaded date, uploader, and current file path—all within Salesforce.

File Version Tracking

Maintain multiple versions of a file in the same location. View version history, restore previous versions, or download older versions anytime.

User-Friendly Notifications

Visual feedback (toast messages) confirms successful uploads, deletions, and syncs—or alerts users of issues—ensuring confidence and transparency during use.

Integration with Google Drive Onedrive, dropbox and box

supports full integration with Google Drive,Dropbox, Box, and OneDrive including folder mapping and API-based sync.

Advantages of EW File Manager

100% Salesforce-Native with No Middleware Dependency

Unlike tools that require external portals or connectors, EW File Manager is completely native to Salesforce. Users never have to leave their CRM to upload, organize, preview, or sync files—ensuring secure access, lower latency, and a consistent user experience.

Bi-Directional Sync with Google Drive (Others Coming Soon)

Most apps offer only one-way uploads or manual sync. EW File Manager delivers real-time, two-way synchronization with Google Drive—including file updates, deletions, and folder structure changes. Box, Dropbox, and OneDrive integrations are in the pipeline, offering future-proof extensibility.

Full Folder Hierarchy & File Control Inside Salesforce

While Salesforce natively lacks structured folder views, EW File Manager brings a true file system experience—complete with folders, file metadata, file version history, and multi-level navigation—all directly from object record pages.

Bulk Operations Across Platforms

Perform bulk uploads, deletions, and version actions that sync simultaneously across Salesforce and Drive. Most traditional solutions restrict users to one file at a time or require manual cleanup across systems—EW eliminates that friction.

Powerful Search & Filtering, Without Leaving the Record

Advanced file search by name, type, or owner is embedded into the UI—no need to navigate to Reports or external file libraries. This empowers teams to find what they need faster within any Salesforce object.

Transparent User Feedback & Audit-Friendly Logging

EW File Manager offers real-time toast notifications, upload success indicators, and metadata panels for each file—giving users clarity and compliance teams full traceability. Changes are logged and visible, aiding in audit-readiness and regulatory alignment.

Got Questions? We’ve Got Answers!

What is EW File Manager?