Integrating SharePoint and Salesforce: a seamless connection

Many organizations run into the limitations of Salesforce Files. Files are stored on Salesforce’s servers, which makes modifying, replacing and managing documents time-consuming and inefficient. In addition, Salesforce has strict storage limits. Once these are exceeded, additional storage costs can add up significantly.

On top of that, files stored in Salesforce are not visible within the SharePoint environment – a platform that is already central to document management within many organizations. An integration in which documents from Salesforce are also available in SharePoint (and vice versa) therefore provides enormous added value: one central location for all your documents, regardless of where they were created or accessed.

Resolve IT’s SharePoint-Salesforce integration makes this possible. With this solution, you seamlessly link both systems together, allowing you to manage documents efficiently, avoid duplicate storage and allow teams to work from one familiar working environment.

Our Sharepoint integration

The problem: SharePoint and Salesforce don’t speak the same language

SharePoint is a powerful platform for document management and collaboration, while Salesforce excels in customer relationship management. But without an effective link between these systems, several problems arise:

• Employees must constantly switch between the two platforms
• Documents are stored twice, leading to confusion and inconsistencies
• Customer information and associated documents become separated from each other
• Collaboration is hindered by fragmented information
• Additional server costs due to duplicate storage of data
• Time wasted due to manual synchronization of information

The solution: the SharePoint-Salesforce integration module

With Resolve IT’s SharePoint-Salesforce module, you seamlessly integrate all your files in SharePoint with Salesforce. This integration brings the necessary benefits and simplifies your work process in no time. The result is a streamlined work environment in which your cloud solutions work perfectly together within the versatile Salesforce platform.

What the SharePoint-Salesforce integration can do for you

Comprehensive file management

The integration gives you more space for all your files and allows you to create, add and manage files yourself. The integration automatically creates folders and files are thus stored in a uniform, organized way, providing a clear structure and efficient work processes. This means your team spends less time searching for documents and more time on valuable activities.

Direct file storage in SharePoint

One of the biggest advantages is that you have no additional data consumption in Salesforce. The module leverages the local benefits of SharePoint, such as version control and document collaboration. You can add files in Salesforce, after which they are automatically transferred to SharePoint. This ensures a consistent workflow where users can continue to work in their familiar Salesforce environment, while documents are efficiently managed in SharePoint in the background.

Seamless migration

The integration also takes migration into account. Files that are already in your Salesforce environment can be automatically transferred to SharePoint, with the folder structure equated to the object structure from Salesforce. This means that you no longer need to store data on a Salesforce server, which can result in significant cost savings, as one of our customers experienced, “Because of this solution, I have been able to make huge savings on server costs.”

Flexibility and ease of use

The SharePoint-Salesforce integration was designed with flexibility and ease of use in mind. As one of our customers notes, “It seems so obvious that it’s like Salesforce created this themselves. At least I can’t live without it anymore.” The integration feels like a natural part of your existing systems, requiring users to make minimal adjustments to how they work.

The module is also “very flexible in its deployment, with multidisciplinary teams spread across multiple different SharePoint Sites,” meaning it is suitable for organizations of different sizes and needs.

Different licensing options for your specific needs

Depending on your specific requirements and the size of your organization, we offer different licensing options:

Light License

For organizations beginning integration, the Light License provides access to the default folder structure associated with Salesforce accounts. You can create and rename folders, open files in SharePoint for basic viewing and editing, and work with standard file types such as Word, Excel, PowerPoint and PDFs.

Pro License

The popular choice for most organizations is the Pro License, which offers additional features such as pinning folders to specific Salesforce objects, the ability to link folders to standard and custom objects in Salesforce, full use of Microsoft Office tools for real-time collaboration, and no restrictions on file types.

Enterprise License

For larger organizations or more complex deployments, the Enterprise License includes a file migration service (from Salesforce to SharePoint), support for multiple SharePoint sites, customizable integration tools with workflow rules, advanced permissions synchronization and role-based access control, and a dedicated account manager.

How does it work in practice?

Implementing the SharePoint-Salesforce integration is easy and requires minimal technical knowledge. After installation, the module becomes immediately visible in your Salesforce environment, where users can start storing and managing documents as they are used to. In the background, these documents are automatically synchronized with SharePoint, where they benefit from all the document management advantages this platform offers. Users can open, edit and share documents from both platforms, with changes automatically synchronized. This ensures consistent and up-to-date information across the organization.

Ready to transform your document management?

If you’re struggling with connecting SharePoint and Salesforce and looking for a solution that simplifies your work processes, Resolve IT’s SharePoint-Salesforce integration is the answer. More than 100 companies have been relying on our solutions since 2014. Want to learn more about how this integration can solve your specific challenges? Contact us for more information or request a no-obligation demo or free trial.

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