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Sharepoint Integration

View Sharepoint documents within Salesforce

Within Salesforce manage and upload files into your Sharepoint folders, directly from the record page.

Link folders to Salesforce records

Folders can be linked to individual Salesforce records. The moment you open the record in Salesforce, also the linked folder will open so you can have immediate access to all related files.

Automate Sharepoint folder structure

Upon the creation of a new record in Salesforce, a Sharepoint folder structure can be generated and linked to this record.

Customer Cases

Promoting collaboration, higher-quality leads, and sales growth at James Hardie

Become a more decisive, customer- and employee-friendly service organisation

GCoM Regions Portal built on the Salesforce Community Cloud

Automating processes with a (SAAS) Partner Relationship Management platform

Get in touch

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