how to integrate salesforce with sharepoint online

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 t...
• Access the URL

Full Answer

How to integrate SharePoint with Salesforce?

Steps to Set Up the Salesforce SharePoint Integration

1. Initiate the Salesforce Files Connect Tool. To start your Salesforce SharePoint Integration, log in to your Salesforce account, and in the Quick Search box type Files Connect and ...
2. Grant Permissions to Salesforce Files Connect Tool. On the Salesforce homepage go to the Quick Search box and type Permission Set. ...
3. Establish the Authentication Provider. ...

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Why everyone should integrate SharePoint with Salesforce?

• Goto https:// yourCompanyName .sharepoint.com/_layouts/15/appinv.aspx
• Copy the Application Id captured earlier in this step and paste it into the App Id field.
• Press the Lookup button
• App Domain = www.salesforce.com

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How to access SharePoint from Salesforce?

https://(yoursharepointdomain).SharePoint.com/_layouts/15/appregnew.aspx; In the App Information section, click the Generate button next to the Client Id and Client Secret textboxes to generate the respective values. Enter Add-In Title in Title textbox; Enter AppDomian as a ‘(yoursalesforcedomain).my.salesforce.com’(without the single quotes)

How to set up a Salesforce integration?

• On the Manage App page, click 'Edit Policies'
• Navigate to the 'IP Relaxation' dropdown menu
• Select 'Relax IP Restrictions'
• Then click 'Save' at the bottom of the page
• Now, back on the Connected Apps page, click the App name 'Blink'
• On the page that appears, your Consumer Key and Consumer Key will be shown

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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 does Salesforce files Connect work?

With Files Connect, Salesforce users can access, share, and search external data from systems like Quip, Google Drive, SharePoint, or Box. The setup process for Files Connect varies by external data source. Let users search and share files from external systems like Google Drive and SharePoint.

What platforms does Salesforce integrate with?

Integrate Salesforce with the apps you use every day.G Suite. Streamline your team's workflow and increase productivity by syncing G Suite by Google Cloud with Salesforce. ... Slack. Increase team collaboration and productivity with the Slack and Salesforce integration. ... Quickbooks. ... MailChimp.

Is Salesforce and SharePoint same?

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.

Can Salesforce Connect to SharePoint?

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.

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.

How do I enable integration in Salesforce?

Instructions. Click the gear icon on the top right of Front and into the Company settings tab, and select Integrations from the left menu. Select Salesforce from the list of integrations. Click to the Settings tab and turn the toggle to enable the integration.

How do I connect to Salesforce API?

Salesforce Connected AppIn Salesforce, navigate to Setup->Build->Create->Apps.Then go to Connected Apps for creation.Now choose the New Button to create a new connected app.Enter all the required information for the application.Select Enable OAuth Settings.More items...•

What is 3rd party integration in Salesforce?

Salesforce Integration offers an incorporated view of an organization's several departments. Be it HR, supply chain, ERP, Sales, or in-house software like SAP, ORACLE, or Microsoft, it fetches the data from these functional systems and ensures it could be monitored and controlled effectively.

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 Connect?

Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that's stored outside your Salesforce org. For example, perhaps you have data that's stored on premises in an enterprise resource planning (ERP) system.

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 else can I integrate with Salesforce?

You can actually integrate any type of dataset with Salesforce in a similar way, using the CB On-prem Database to Salesforce Sync solution. This solution is based on the Connect Bridge integration platform mentioned above and can be used as a SQL Server - Salesforce connector.

What if I already have my documents in SharePoint and want to link to them in Salesforce?

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.

How much storage does Salesforce have?

The amount of Salesforce storage that is included in your plan is 10 GB (File storage) + 10 GB (Data storage) with some additional storage depending on the number of users (check Salesforce.com for the precise Salesforce storage limits applicable to you and the way these storage limits are enforced ).

Why is Salesforce so successful?

Why is Salesforce so successful? In the words of Kate Leggett, principal analyst at Forrester Research, Salesforce’s strength lies in “its broad end-to-end portfolio that caters to both B2C and B2B organizations (…) and its ability to deliver a platform that eases integration, automation, prediction, and prescription ”.

Where do end users access Salesforce files?

The general idea is that the end-users still access the files where they originally saved them – in Salesforce under the respective accounts, lead, or any kind of object.

Can you connect Salesforce to SharePoint?

If you try to integrate Salesforce with SharePoint using only the tools you get with Salesforce, you normally use Salesforce's Files Connect (also known as SFDC Files Connect). The first thing to notice is that this will only allow for connecting to SharePoint Online. It used to work for SharePoint 2013 / 2010 on-premises versions, ...

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.

How to connect Salesforce to SharePoint?

To start your Salesforce SharePoint Integration, log in to your Salesforce account, and in the Quick Search box type Files Connect and press search. After clicking the Files Connect from the search results, go to its Edit option and update the settings according to your requirements. Make sure to check the Enable Files Connect box while configuring the settings.

Why is Salesforce important?

Customer Relationships and Data Management processes are essential for the growth of any organization. Nowadays, the majority of companies are deploying Salesforce to provide a hassle-free buyer’s journey to their customers and to manage their data. Salesforce is built on a Cloud-based technology that provides tools to manage and collaborate the work of Sales, Marketing, and Customer Service Teams. It is used by businesses as a simple and secure way to store Sales related data, gather more Leads, optimize Marketing Campaigns, and build strong relations with customers.

How to check permissions in SharePoint 2013?

If you are using SharePoint 2000 or 2013 in the Salesforce SharePoint Integration, click on On-premise File Connect and check the list of users who share the same permission sets as you.

What is SharePoint used for?

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. However, companies of all sizes can use it to work with their business data.

How to give permission to users in Salesforce?

On the Salesforce homepage go to the Quick Search box and type Permission Set. Select the User Access Permission Sets in the search results and enable them to give access to your users and File Connect to make the required changes on the platform. After providing access, you and other users will be able to make any necessary changes to make the system ready for Salesforce SharePoint Integration.

Why use landmarks in SharePoint?

Faster Navigation: Users can set landmarks on pages to simplify navigation and use numerous keyboard shortcuts to speed up the process of documenting activities. Modern SharePoint Libraries, allow users to quickly access information about their documents, including permissions and metadata.

Why use SharePoint?

To improve user productivity, this tool supports various features such as Notifications and Approvals, as well as Lists and Libraries. SharePoint improves sharing and collaboration of content on the company’s intranet. Users share their message, resources, news, etc., across the company and create Websites and portals that engage customers. This tool improves organizational efficiency by sharing applications that can easily set up various processes and create communities of interest.

How to integrate Salesforce with SharePoint?

Login to your Salesforce account and type the File connect in the Quick Find box

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 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.

How to change permissions in SharePoint?

For SharePoint 2000 or 2013, Choose ‘on-premise File connect’ option. Now check the users who had the same permission sets in ‘Manage Assignment’ option. Here, you have to make sure that all users that need to access these files must be configured over here.

Can you use Salesforce integration with Google Drive?

The same technique can be used to connect other products like Google Drive, One Drive, Google apps etc. So, we wish you all the best for your successful Salesforce integrations. And don’t forget to share your experience with us once you have done your job as discussed.

Why do we need SharePoint?

In terms of features, you gain by having the documents in SharePoint because you make team collaboration easier, and you enable version control. Many companies feel they need a document management solution for Salesforce, often in an early adoption stage in terms of Salesforce.

What is the third party tool for SharePoint?

In that case, the way to go is a third-party tool called Document Extractor. You might feel tempted to go with Files Connect, provided by Salesforce, but if you browse through the forums, you will find this integration is not as easy as you might think, and it has its own pitfalls.

What is document extractor in Salesforce?

This tutorial, therefore, uses a paid third-party tool called Document Extractor . This tool detects the document in Salesforce, and it moves it to SharePoint. It leaves a link to the document in the original location. This move to SharePoint is referred to as “stubbing the file”.

What happens when you delete a link in Salesforce?

You should see that when a link is deleted from Salesforce, the corresponding file is deleted from SharePoint.

Is Salesforce a SharePoint?

SharePoint and Salesforce are both business software that can cater to different types of organizations. The main reason you go for a SharePoint Salesforce integration is that you want to use SharePoint as the Document Management System for all of your organization documents and benefit both in terms of features and in terms of costs.

Is Salesforce still a CRM?

Today, Salesforce is still a CRM at heart, but it has grown immensely as Salesforce acquired other companies, making Salesforce feel more like a cloud ecosystem based on that CRM.

Is SharePoint still available?

Most companies today use SharePoint Online, but on-premises versions of SharePoint are still available and used.

How to install ODBC driver for salesforce?

Go to https://www.progress.com/odbc/salesforce download and install the ODBC driver for your system. Check if you need the 32 or the 64 version first. After you installed the driver, open the ODBC Data Source Administrator (press the Windows key and start typing "ODBC") and add a new User DSN:

How to check if all columns are received in Salesforce?

To check if all necessary columns are received, you can use the Preview Data option on the right-hand pane which will provide you with a pop-up window showing your sample data from your Salesforce entity.

What is select statement?

The Select Statement text box is used to define specific data queries. We will be gathering the contacts from the Contact table. You can copy the below select statement and adjust it to match your needs. Save your changes by using the right-hand pane option Save Changes.

Is Salesforce bi-directional?

Connections to Salesforce can be bi-directional. An initial connection should always be uni-directional to assure that both data entities are identical before switching to bi-directional. Therefore, choose Left to Right as Direction. You can change this setting after your initial synchronisation finished successfully.

Does Salesforce have API?

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.

What does Salesforce use to request files?

Once Salesforce has authentication token, it uses that same token to request files and folders from the adapter. After completion of sending a request, it again uses the Azure service URL to hit the service.

How to authenticate SharePoint?

The Steps Are as Follows: 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.

What is cloud based integration?

The main point for cloud based integration is to host a running service on Microsoft’s cloud app platform Azure, and leveraging it to interact with SharePoint. Since the service is hosted on a cloud platform, we usually access it via web-based URL. So our methods from Salesforce side to request authentication token look something like this:

Can you upload a PDF attachment to SharePoint?

Details: Requirement: We have a requirement to upload document attachments along with metadata from Salesforce to SharePoint Online. Documents can be of any type. For e.g. PDF, Doc, CSV, Png, PPT etc. - Once the document has been uploaded to Salesforce, there is a rest API integration which pushes the details from Salesforce to Sharepoint (Attachments+Metadata (Example: Date, Name, ID etc)

Can Salesforce be integrated with SharePoint?

Integrate Salesforce with SharePoint The first way involves building a third-party adapter that had to be physically installed on a computer system and therefore severely limits the cloud based capabilities.

Does Salesforce have authentication token?

Now that Salesforce has authentication token and is logged in on SharePoint, here’s how our Azure service parses the request for file and folder lists.

Can you integrate Salesforce with SharePoint?

Integrate Salesforce with SharePoint Microsoft has not released any API to facilitate direct Salesforce SharePoint interactions so we need to involve a third-party adapter or service.