Document management is not just about storage: it is also about security and structure. Our SharePoint connector handles both automatically, with no duplicate work.
Permissions Carry Over Automatically
The access permissions from Salesforce are enforced in SharePoint: a user only sees the documents that belong to the accounts they have access to. You manage security just once in Salesforce; it automatically applies to the linked SharePoint documents, with no separate configuration required.
Metadata for Findability
Salesforce data is automatically passed to SharePoint folders and documents as metadata, which greatly improves organisation and findability.
Automatic, Consistent Structure
When a new account is created in Salesforce, a corresponding folder is instantly created in SharePoint with the correct structure. Administrators define a standard folder structure once; new objects automatically follow that template. Folder names are populated with Salesforce data, which prevents spelling errors and duplicate folders. As a result, every customer folder has the same, predictable layout.
Cost-Efficient and With Version Control
By storing files in SharePoint rather than in Salesforce, you save on expensive storage limits. And you take advantage of SharePoint’s real-time collaboration and version control instead of static file storage. The connector also migrates existing files along with it. Discover the SharePoint connector.