Easy to Set Up

Install SFDC File Manager

Get up and running in minutes directly from the Salesforce AppExchange — no coding required.

Install on AppExchange
Salesforce Native App
Data Stays in Salesforce
Quick to Install
Setup in Minutes
Customisable
Step-by-Step Guide

How to Install SFDC File Manager

Follow these simple steps to get started. No developer experience required.

1

Click "Install Now"

Click the Install button on this page or visit the Salesforce AppExchange listing for SFDC File Manager.

Install Now
2

Log In to Salesforce

You will be directed to your Salesforce org login. Sign in with your Salesforce credentials (Administrator access required for installation).

3

Choose Installation Type

Select Install for All Users or Install for Specific Profiles based on who needs access in your org.

4

Confirm & Install

Review the package information and click Install. Salesforce will notify you by email when the installation is complete (usually takes a few minutes).

5

Open the App

Navigate to the App Launcher in Salesforce, search for "SFDC File Manager", and open it. You're ready to go!

Start Managing Files

Run your first file report, mass download files, or export a CSV — all without leaving Salesforce.

Read Documentation
Before You Begin

System Requirements

Make sure you have the following before installing.

You need Salesforce Administrator permissions to install packages from AppExchange.

Salesforce Edition

Compatible with Professional, Enterprise, Unlimited, and Developer editions of Salesforce.

Admin Access

The installing user must have the System Administrator profile or equivalent package-installation permissions.

No External Access

No external servers or integrations are required. Everything runs entirely inside your Salesforce org.

Pricing

Contact us for pricing details. Optional customisation or enterprise support is available on request.

Ready to Install?

Join hundreds of Salesforce teams who rely on SFDC File Manager to manage their files more efficiently.