Salesforce is strong in customer management, SharePoint in document management. But without a connection between the two, friction arises: employees constantly switch between platforms, documents are stored twice and customer information becomes detached from the associated files. Our integration brings the best of both worlds together.
Which problems it solves
- The constant switching between two separate platforms;
- Duplicate document storage and the confusion that comes with it;
- Customer information that stands apart from the associated documents;
- Fragmented data that hinders collaboration;
- Unnecessary server costs due to data duplication;
- Lost time through manual synchronisation.
The most important features
- Automatic folder and file structure that follows your Salesforce objects;
- Storage in SharePoint instead of on the relatively expensive Salesforce servers;
- Seamless migration of existing Salesforce files to SharePoint;
- Version control and collaboration with the familiar Microsoft Office tools;
- Real-time synchronisation across both platforms;
- Role-based access and permissions management.
What it delivers
The most tangible benefit is cost savings: one customer reported substantial savings on server costs by no longer using Salesforce storage for documents. But just as important is the convenience. Your team simply works within Salesforce, while management happens automatically in the background in SharePoint. The integration feels so natural that customers say it seems as though Salesforce built it themselves.
Scalable for every organisation
The connection supports multidisciplinary teams spread across multiple SharePoint sites and comes in three licences: Light for basic document management, Pro (the most chosen) with linking to objects and Office collaboration, and Enterprise with migration, multiple sites and a dedicated account manager.