Moving to document management in SharePoint often means bringing along years of existing files. Our migration service does this in a controlled and phased way.
Start with an overview
A good migration starts with insight: where are the files in Salesforce, which objects are they linked to, and what should the SharePoint structure look like? That overview forms the foundation.
A controlled handover
Files are moved automatically to the right folders in SharePoint, while the link in Salesforce is preserved, so users keep their access. Relationships with Salesforce objects are retained.
Phased, not all at once
The migration runs incrementally. You first test on a small set before moving larger batches. Documents are moved without re-uploading or manually re-mapping, which avoids duplicate storage costs.
Keep working during the migration
Your team can simply keep working while the migration is running. The structured approach prevents data loss and ensures you stay in control and don’t lose access.
The result
One central, scalable environment for document management and collaboration. The migration service is part of the Enterprise licence. View the SharePoint integration.