how to connect sharepoint to salesforce lightning files

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 integrate Salesforce with SharePoint?

How to integrate Salesforce with SharePoint? 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.

How to set up Salesforce files connect with Google?

How To Set Up Salesforce Files Connect. 1 Step 1. Files Connect setup: 2 Step 2: To connect features to users, create a permission set to grant access to files. 3 Step 3: Create an Application in Google Console: 4 Step 4: Create an Authentication Provider. 5 Step 5: Create a new External Data Source: More items

How to display SharePoint Files in Salesforce visual force page?

There you will also find the code to actually display Sharepoint files in Visual force page. Step 1: Authentication request is sent to the adapter by Salesforce. Step 2: The adapter forwards the request to SharePoint. Step 3: After authenticating the information, SharePoint passes the security token for further use.

Should my Salesforce objects have links to my existing documents?

If you are already using Microsoft SharePoint and all your files are in SharePoint, before you start with Salesforce, you naturally would like your Salesforce objects to have links to those existing documents.

Can you link SharePoint to Salesforce?

The Salesforce SharePoint Integration also enhances the document management process for your business. SharePoint provides automatic file versioning for your Salesforce documents. This allows your Sales Teams to have better control over the documentation process.

Does SharePoint work with Salesforce?

SharePoint is a web-based collaborative tool, best known for its document management and storage capabilities. Integrating Salesforce with SharePoint will increase your storage capacity, enabling us to overcome Salesforce's limitations. Some of the most important advantages are: Reduced operating costs.

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...

Is Salesforce Files 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.

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 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.

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 connect OneDrive to Salesforce?

Users can search their OneDrive or Sharepoint and attach them to Salesforce records....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.

How do I add Google Docs to Salesforce lightning?

Add a Google Doc to a Salesforce CRM Content LibraryOn the Libraries tab or on a library detail page, click Add Google Doc. Log in to Google Apps if prompted.Enter the Google Doc URL.Click Contribute.Enter a title and select a library. ... Click Publish.

Does Salesforce integrate with Microsoft teams?

The Salesforce integration with Teams provides context about Salesforce records in Teams channels, chat conversations, calendar meetings, and video conferences. With a richer context, team members stay on the same page and save time from switching between applications.

What is the difference between SharePoint and OneDrive?

OneDrive provides a consistent, intuitive files experience across all your devices, including web, mobile, and the desktop of your Windows PC or Mac. Behind the scenes, SharePoint in Microsoft 365 provides the content services for all files in Microsoft 365, including files you work with in Teams, Yammer, and Outlook.

How do I link Salesforce files to Google Drive?

Steps for Integrating Salesforce and Google DriveStep 1: Enabling Salesforce Files Connect. ... Step 2: User Access Permissions for Files Connect. ... Step 3: Creating an Auth Provider. ... Step 4: Configuration in Google Drive. ... Step 5: Reconfiguring Auth Provider. ... Step 6: Creating External Data Source.More items...

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.

2.1. Creating a new connection

Create a new connection by using the Create New Connection option in the Actions pane (right-hand side). The new connection will appear at the bottom of the Connection Manager List (left-hand side). Click on your newly created connection to open the connection configuration settings.

2.2. Configuring the Data Entity 1

We will now set up our Data Entities. Go to the data entity “Data Entity 1” to open the configuration settings.

2.3. Configuring the Data Entity 2

We are going to send the data to a custom SharePoint Online list. It's required that you set up this list prior to the next steps. Your list should contain matching columns according to your source entity.

2.4. Running your connection

To run your connection switch back to the main connection configuration node and use the Run Now Button located on the bottom of the setup page. The Run Synchronization Toolbox will also display the synchronization process.

3.1. Connection direction

As far as tested, this connection supports uni-directional as well as bi-directional synchronizations.

3.2 Column not found

The Data Direct provider from Progress caches the schema for the Saleforce fields. After adding a new field, you may not be able to find it with the select statement (error [42S22] Column Not Found in Statement) as the cache is stale.

3.4 Api enabled

Not all versions of Salesforce have the API functionality available. If you are using a version that doesn't have it available, then you will get an error "API_DISABLED_FOR_ORG". Please see Salesforce Help's document Enabling API for more information on which versions have the API functionality and what to do if you need it enabled.

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.