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The simplest and fastest way to review content in Salesforce CRM

Running marketing campaigns can be a massive cost to your company. You want to make sure you're getting as high an ROI as possible for every campaign you run.

It's critical to ensure a consistent brand voice, guidelines, and compliance across all marketing collateral.

ConfluxFiles gives you everything you need to streamline the content review process right in the Salesforce CRM.

Design collaboration and approval tool screenshot

Remove Uncertainty

  • Incompatible workflows and unclear feedback create uncertainty, frustration, and inefficiency.
  • In ConfluxFiles, you annotate and comment right on documents making feedback clear for everyone.
  • No longer deal with the email ping-pong since all reviewers have access to the same file in CRM.

Improve Clarity

  • The feedback spread across multiple tools and emails is impossible to follow and maintain.
  • ConfluxFiles makes it easy to manage all content reviews in one place.
  • Syncing all comments within the team and discussing in-context makes consensus easy to reach.

Automate Time-Consuming Tasks

  • Sharing content via emails, sending reminders, and gathering feedback from different sources takes an enormous amount of time.
  • Save hours weekly by automating manual tasks such as sharing content with stakeholders and following up on feedback.

Perform design reviews hassle-free

Visually annotate your assets

Use it with CRM you know and love

Get things done even on mobile

Works great for



Product Catalogs



Website Images

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


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