Here is a list of the points to integrate Salesforce with Sharepoint in brief-.
- Go to Developer Account > Setup > Quickfind.
- Type Files Connect.
- Edit to change the settings.
- Files Connect and customize it.
- Set user access permission to File Connect by going to Permission for sets.
- Go to Quickfind box again and type Auth.
- Select Auth Providers.
- Note down the site collection path of the site you want to connect.
- You have created a small app.
- Access the URL.
Full Answer
How to connect SharePoint Files to Salesforce?
The process starts with enabling Files Connect for the Salesforce instance and ends with accessing SharePoint Files in Salesforce. The first step is enabling Files Connect in your instance. It’s fairly easy and straightforward. Go to Build->Customize->Salesforce Files->Settings->Files connect.
How to attach SharePoint Files in outlook?
So here is how to attach SharePoint files in Outlook desktop app: In the window that pops up, we have to choose the attachment from our PC. However, instead, let’s go ahead and paste the URL to the document library where you want to attach files from.
How to change the file connect settings in Salesforce?
Login to your Salesforce account and type the File connect in the Quick Find box Now click on File connect option as highlighted in yellow and click on Edit to change the settings.
Can I have Salesforce documents attached to my accounts?
Yes, you can have Salesforce documents and notes attached to accounts, contacts, and almost anything really. But if you use that option all the time, those Salesforce documents - invoices, receipts, statements of work, contracts, and others - will start to pile up.
How do I link SharePoint files to Salesforce?
Integrating Salesforce and SharePoint using Files ConnectStep 1: Enabling Salesforce Files Connect. ... Step 2: User Access Permissions for Files Connect. ... Step 3: Creating an Auth Provider. ... Step 4: Configuration in SharePoint. ... Step 5: SharePoint App Configuration. ... Step 6: ReConfiguring Salesforce Files Connect.More items...
How do I transfer data from SharePoint to Salesforce?
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.More items...•
Can SharePoint integration with Salesforce?
SharePoint and Salesforce integration can be done via inbuilt tools available in the market, or a custom solution built. Here, we are going to discuss the latter, custom built option as it will help us build a solution to address problems and issues specific to our business.
How do I connect files in Salesforce?
Salesforce Files ConnectThe Files Connect Setup Process. ... Enable Salesforce Files Connect for Your Organization. ... Let Users and Administrators Access Files Connect Data Sources. ... Create an Authentication Provider for Box. ... Define an External Data Source for Box. ... Create an Authentication Provider for Google Drive.More items...
How do I connect OneDrive to Salesforce?
Per User to force each Salesforce User to authenticate to OneDrive/Sharepoint OR....In Salesforce:Enable Files Connect: ... Create a Permissions Set for access to OneDrive or Sharepoint files. ... Setup an Auth. ... Provide the Callback URL you generated in the above step to your OneDrive/Sharepoint administrator.
What is the difference between SharePoint and Salesforce?
While SharePoint is the stronger front-end system for managing and organizing documents, Salesforce's platform is natively built to address community collaboration and engagement.
What is a Salesforce connector?
Salesforce connector is Gainsight's premium tool which enables Salesforce Customer Relationship Management (CRM) users to connect to Gainsight. Once Salesforce CRM is connected with Gainsight, users can sync their SFDC data with Gainsight. You can sync data from any SFDC object to Gainsight Standard or Custom objects.
What is SharePoint integration?
SharePoint Server integration enables document management capabilities in Dynamics 365 for Customer Engagement. There are two aspects to SharePoint Server integration: Setting up SharePoint integration. A system administrator sets up a SharePoint Server environment.
What is Salesforce Outlook integration?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
What is file connect in Salesforce?
With Files Connect, Salesforce users can access, share, and search files stored externally (in systems like Google Drive, SharePoint, Quip or Box) from inside Salesforce. Setup process to connect to each external data source is different and it varies by each data source.
Is Salesforce file connect free?
Strengths of Files Connect The tool is available for free in most Salesforce editions and licenses. Apart from SharePoint 2010/2013 on-premises and SharePoint online, Files Connect can be used for integration with other file repositories (Box, OneDrive and Google Drive), which makes document management more flexible.
Can I store files in Salesforce?
Use Salesforce Files to share and collaborate on files, store files privately, manage version updates, and follow files that are important to you.
Prerequisites
Before initiating the Salesforce SharePoint Integration process you must have:
Introduction to Salesforce
Salesforce provides Customer relationship Management (CRM) Software as a Service (SaaS). It offers a variety of software solutions and a platform for users to develop and deploy custom software. In this tool, several clients share common technology and they are all running on the latest Cloud version.
Introduction to SharePoint
SharePoint, developed by Microsoft, is a document collaboration and management platform. Companies use it to optimally utilize the archives, documents, reports, and other essential content that affects their business process. SharePoint platform is designed by keeping the needs of enterprises in mind.
Steps to Set Up the Salesforce SharePoint Integration
File Connect is a platform that makes it easier to integrate SharePoint and Salesforce. Most of the companies prefer this integration platform because it saves them enough time by speeding up the necessary file transfer once the 2 software are synced.
Benefits of Salesforce SharePoint Integration
Using the Salesforce SharePoint Integration can benefit your business in the following ways:
Conclusion
The article introduced Salesforce and SharePoint applications and described their key features. It also provided a step-by-step guide using which you can set up your Salesforce SharePoint Integration. Furthermore, the article listed the various benefits of integrating your SharePoint and Salesforce accounts.
How to connect Salesforce to SharePoint?
Here is a list of the points to integrate Salesforce with Sharepoint in brief- 1 Go to Developer Account > Setup > Quickfind 2 Type Files Connect 3 Edit to change the settings 4 Files Connect and customize it 5 Set user access permission to File Connect by going to Permission for sets 6 Go to Quickfind box again and type Auth 7 Select Auth Providers 8 Note down the site collection path of the site you want to connect 9 You have created a small app 10 Access the URL 11 Form and add the application ID created earlier opens up 12 Define the level of access here 13 Lastly create an external data source and set the permission for the same.
Why is Salesforce not document management?
Salesforce is lacking in document management capabilities and this is the reason why Salesforce users had to use third-party apps as document management solutions. Salesforce integration with Share Point that helps to manage documents securely and makes all the files available in a single platform. SharePoint and Salesforce integration is the logical step for every organization and most waited activity too that has been requested by the users a plenty of times.
Why is Salesforce important?
When Salesforce is integrated with some document management software then it helps to make the business process faster and easier. This is the reason why Companies need an easy integration method where they can complete the process within minutes only.
Why integrate Salesforce with SharePoint?
This is the first reason to integrate Salesforce and SharePoint. The second reason is that SharePoint is better at storing loads of files than Salesforce. Yes, Salesforce has the functionality of attaching documents and notes to accounts – as an option. But if you do it, all the invoices, contracts, statements of work and other similar documents ...
Why is SharePoint integration important in Salesforce?
One of the main reasons for that is that it is a money saver: you can save a lot in Salesforce’s storage costs.
Is Salesforce a CRM?
The fact is that Salesforce, also known as SFDC (Salesforce Dot Com), is one of the most expensive CRM tools. Which does not mean customers are not happy. In June 2020, Gartner named Salesforce a Leader in the CRM Customer Engagement Center Magic Quadrant for the 12th consecutive year.
Can I connect to Salesforce from Oracle?
You can connect to Salesforce from any local database management system (DBMS) such as ORACLE, SAP HANA, MySQL, MariaDB or Microsoft SQL server. You get the data from Salesforce and put it into the local database or get data from the database and put it into Salesforce.
Does Document Extractor work in Salesforce?
The general idea is that the users still reach the files where they originally saved them – in Salesforce under the respective accounts. In the background, Document Extractor automatically detects the files, moves them to the corresponding libraries in SharePoint and leaves a link in Salesforce in its place.
Option 1: Download a file, send as an attachment
This is the method we are all accustomed to, as we have been attaching and emailing things for quite some time. Before you attach files to your email, you will need to download them first from a SharePoint document library.
Option 2. Sync a library via OneDrive Sync, then attach from your synced library
If you want to save time with the “Download” step from the previous method, you can synchronize a document library to your desktop and then just drag and drop files to your email from your synced OneDrive.
Option 3: Share a file directly from SharePoint
If you want to make it to the 21 st century, you can share a file directly from SharePoint Document Library or your OneDrive, without downloading or attaching it to an email. I have documented the steps and also explained this feature in great detail in this post.
Option 4: Copy link from SharePoint or OneDrive and paste into email
Another great option to share files is via sharing URLs to the files. This post explains this feature explicitly.
Option 5: Share directly from Word, Excel, PowerPoint, and OneNote
This option is similar to the above method, except you initiate your sharing right from within MS Office applications. This works for both browser and desktop versions of Word, Excel, PowerPoint and OneNote.
Option 6. Attach files from Outlook Web Mail
You can also attach a file from Outlook web mail. This only works in browser-based Outlook email, it works differently in your desktop Outlook client (more on that in the next option). When you attach a file from within Outlook web mail, you can grab files either from your OneDrive or Office 365 Groups document libraries.
Option 7: Attach SharePoint Documents from Outlook Client
I saved the best for last. Let’s face it – all the above options are great, but they require us to change the behavior, and who likes that? 🙂 We live and breath in Outlook for the whole day. So here is how to attach SharePoint files in Outlook desktop app:
