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The simplest and fastest way to review and approve any file in Salesforce

Getting colleagues and partners to review different file types via email is stressful and complicated.

The feedback spread across multiple tools and emails is impossible to follow and maintain.

Sharing content via emails, sending reminders, and gathering feedback from different sources takes an enormous amount of time.

ConfluxFiles makes it easy for teams to review and annotate Salesforce files without leaving the CRM.

Design collaboration and approval tool screenshot

Perform design reviews hassle-free

Visually annotate your assets

Use it with CRM you know and love

Get things done even on mobile

  • Save time by automating manual tasks such as sharing content with stakeholders and following up on feedback.
  • Take control over processes and mitigate risks by integrating file reviews into your Salesforce workflows.

Works great for

Product Catalogs

Package Design

Marketing Campaigns

Licensing Submissions

Media Design

Anything else...

Everything you need to get fast reviews

Precise image commenting screenshot

Precise image commenting

Gather feedback quickly and easily. Everyone involved can place comments and annotation directly on the images and documents.

Each piece of feedback turns into a task for the file owner.

Draw and markup support

Avoid unnecessary handoffs by marking up the file right in the tool

Draw and markup support screenshot
Follow the conversation screenshot

Keep track of the conversation

No more confusion of who said what and when. Threaded and time-stamped comments allow you to completely eliminate messy back and forth emails.

Respond to feedback on time

Receive instant notifications in Salesforce and via email when someone leaves a comment

Get instant, real-time notifications screenshot
Mobile and tablet support screenshot

Mobile and tablet support

ConfluxFiles is available in the Salesforce1 app, so you can review, comment and approve designs from any mobile device.

Integrate to Approval Process

Streamline the workflow by using the tool as part of your approval process

Integrate to Approval Process screenshot
Track approval history via Tasks screenshot

Track approval history via Tasks

Track and manage your workflow via Salesforce tasks

Available in Salesforce communities

Collaborate with partners, customers, and other stakeholders in the communities

Available in Salesforce communities screenshot

and much more...

  • ConfluxFiles is a Salesforce native Lightning Web Component. Just drag-n-drop it on any layout to start.
  • The application uses native and secure Salesforce Files. No more third-party drives and shared accounts.
  • ConfluxFiles supports all image formats, PDF, PowerPoint, Word, and Excel documents.
  • Manage document revisions and review them with comments side-by-side.

Ready to streamline your Salesforce files review process?

Review and finalize design assets faster with ConfluxFiles