Sharepoint Integration

Integration Salesforce & MS Sharepoint

Connect Salesforce with Sharepoint so you can manage your documents and folders directly in Salesforce on the record page.

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

Exact Customer Success process excellence

ENGIE manages their projects and workorders with Field Service Lightning

One Integrated Global Customer Creation Solution

Creating a 360 view of the customer with Salesforce Sales Cloud and Community Cloud

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