Een greep uit de mooie bedrijven die onze modules dagelijks gebruiken
Simplify your work
your work process in no time
With our Salesforce Sharepoint module, you seamlessly integrate all your files in Sharepoint with Salesforce. And that brings the necessary benefits!
Comprehensive file management
- More space for all your files
- Create, add and manage files yourself
- Automatically create folders and store files in an organised way
File storage directly in Sharepoint
- No additional data usage in Salesforce
- Local advantages of Sharepoint such as version control and collaboration with your team
- Ability to add files in Salesforce, these are automatically transferred to Sharepoint
Migration
- No more migration stress! Files in existing Salesforce environment are transferred to Sharepoint
- Folder structure and opportunities are adopted from Salesforce
- Data is no longer on a Salesforce server
What our customers have to say about us.
Theo van der Steen – MarketResponse
COO
Daan de Vries – Talpa Studios
Business Applications Manager
Ellen Katier – Aqua+
Commerciële BinnendienstA customised solution that grows with you!
- Access the default folder structure linked to Salesforce accounts
- Creating and renaming folders
- Open files in Sharepoint for basic viewing/editing
- Limited to 1 Sharepoint site
- Only standard file types (e.g. Word, Excel, PowerPoint, PDFs
- Pin folders to specific Salesforce objects
- Ability to link folders to standard and custom objects in Salesforce
- Full use of Microsoft Office tools for real-time collaboration
- No restrictions on file types
- Priority e-mail support
- File migration service included (from Salesforce to Sharepoint)
- Ondersteuning voor meerdere Sharepointsites
- Customisable integration using workflow rules
- Advanced synchronisation of permissions and role-based access control
- Dedicated Accountmanager
Want to speak to someone directly to discuss options for your business?
Or have we already managed to convince you to give it a try?
Frequently asked questions
Do you still have questions about our module, are you curious about how our Sharepoint Salesforce integration improves your work processes or would you like to read more about its benefits? Then take a look at our frequently asked questions. Is your question not listed here? Please contact our specialists, we will be happy to help you.
What does the Salesforce Sharepoint Integration do?
The integration connects your Sharepoint Online directly to Salesforce, allowing you to
manage Sharepoint files without leaving Salesforce. Key features include:
- Files are stored in Sharepoint, not Salesforce, ensuring they do not contribute to
Salesforce storage limits. - A built-in folder structure mirrors Salesforce logic for easy organization.
- Files open in the Sharepoint environment, enabling full use of Microsoft Office
collaboration tools (Excel, Word, PowerPoint). - Changes made to files are saved directly to Sharepoint.
How does the integration determine folder structure?
The integration uses Salesforce logic to structure folders in Sharepoint:
- The root folder corresponds to the Account in Salesforce (e.g.”Mars Inc.”).
- Subfolders are automatically created for objects related to the Account.
- If a folder with the relevant name exists in Sharepoint, it links to it; otherwise, a new
folder is created in the root location.
What folder functionalities are available?
The integration provides several folder management features:
- Creating a Folder: Easily create folders directly within the Sharepoint component.
New folders are immediately visible in Sharepoint. - Renaming a Folder: Rename folders seamlessly. Changes are applied directly to
Sharepoint. - Pinning a Folder: Link a different folder to a Salesforce account by pinning it. The
pinned folder will be displayed by default when accessing the account.
How do file downloads and deletions work?
- Downloading Files: Files can be downloaded from Sharepoint to your local device
using the integration. - Deleting Files: Deleting a file through the integration removes it from both Salesforce
and Sharepoint simultaneously.
What are the collaboration features available for files?
When a file is opened via Salesforce:
- It opens in the Sharepoint environment.
- You can use Microsoft Office tools for real-time collaboration.
- Changes are saved directly to Sharepoint, ensuring up-to-date versions are always
available and old versions can be restored on the Sharepoint server.
Can I use the integration with all Salesforce objects?
Yes, the Sharepoint component can be added to any Salesforce object. The integration
ensures automatic linking or creation of folders based on the object’s name and relationship
to other Salesforce data.
Are multiple Sharepoint sites supported?
Yes, this is included in the Enterprise package
How does file migration work?
Our support team can help you to move all existing Salesforce files to Sharepoint all at once
while respecting the account and folder structure. With Enterprise this is part of the standard
service.
Are all files supported?
Yes, there are no limitations to the file types that can be synced.
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