How to Integrate SharePoint with Salesforce
Integrating SharePoint with Salesforce offers numerous benefits for businesses, including cost savings, improved document management, and reduced workload. SharePoint excels at storing files and serves as an excellent document management system. By integrating SharePoint with Salesforce, you can enhance your document management process, lower costs, and provide your team with more control over documentation. SharePoint also supports automatic file versioning for Salesforce documents.
In this blog, we will explore how to integrate SharePoint with Salesforce and highlight the benefits of this integration.
What is SharePoint and Salesforce?
Microsoft SharePoint is a collaboration, communication, and document management platform designed to handle business documents, reports, archives, and other content. It is available as a standalone mobile application or as part of Microsoft Office 365 online. Our custom SharePoint development services offer cloud-based solutions, including business process automation and customization tailored to your specific requirements.
Salesforce, on the other hand, is a cloud-based CRM platform that optimizes sales, marketing, and service departments within an enterprise. It provides innovative features such as workflow automation, lead and contact management, Einstein Analytics, dashboards, and partner and channel management.
How to Integrate SharePoint with Salesforce?
Integrating SharePoint with Salesforce is a straightforward process. Follow the steps below:
Step 1: Initiate the Salesforce Files Connect Tool
Step 2: Grant Permissions to Salesforce Files Connect Tool
Step 3: Establish the Authentication Provider
Step 4: Configure SharePoint Account
Step 5: Configure the Developed Application
Step 6: Set up Salesforce Files Connect Tool
Step 7: Generate an External Data Source
By following these steps, you can seamlessly integrate SharePoint with Salesforce and leverage the benefits of both platforms to enhance your business operations.
