Install the Salesforce Files Client

Users can install the Salesforce Files client so they can sync files between their desktop, Chatter, and mobile devices.
Note

Note

This release contains a beta version of Salesforce Files Sync that is production quality but has known limitations.

The Salesforce Files client is supported on Microsoft® Windows® 7 and Apple® OS X 10.6 and 10.7. The client will automatically notify you when an update is available.
  1. Click Your Name | 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.

    Be aware of these limits as users adopt the Salesforce Files client:

    • The maximum amount of data that an individual user can sync in their Salesforce Files folder is 5 GB. If the Salesforce Files folder reaches this limit, new files won’t sync until other files are removed from the folder.
    • The maximum file size that can be uploaded using the Salesforce Files folder is 500 MB.

    For more information about Salesforce Files Sync limits, refer to the limits section of the Salesforce Help.