Documents in Salesforce, stored in SharePoint
SalesPoint connects Salesforce and SharePoint in one seamless integration. No duplicate storage, no switching back and forth: your team works in Salesforce, SharePoint does the work in the background.
Salesforce
SharePoint The best of Salesforce and SharePoint
“It feels so natural, as if Salesforce built it themselves.”
Automatic document management
Folders and files are created automatically and uniformly. Add and manage files yourself, and never search again.
Direct SharePoint storage
Files you upload in Salesforce go automatically to SharePoint. Zero extra data usage in Salesforce, with version control and collaboration.
Seamless migration
Existing Salesforce files move automatically to SharePoint, preserving the folder structure, and sharply lower storage costs.
Familiar working environment
Your team simply works in Salesforce; management happens in the background in SharePoint. Changes sync automatically.
Pin folders
Pin folders to standard and custom Salesforce objects, so documents are always in the right place with the right record.
Permissions & roles
Advanced permission synchronisation and role-based access, spread across multiple SharePoint sites.
Four steps, no hassle
Install
After installation the module appears directly in Salesforce, ready to use.
Save
Save documents the way you’re used to. The connection handles the rest in the background.
Sync
Files land automatically in SharePoint, in a folder structure that follows your Salesforce objects.
Collaborate
Open, edit and share from both platforms: changes sync across the whole organisation.
Choose the licence that fits
From basic document management to enterprise migration and role management.
- Standard folder structure for accounts
- Standard objects only
- Create & rename folders
- View/edit files in SharePoint
- Word, Excel, PowerPoint, PDF
- Everything in Light
- Pin folders to objects
- Link to standard & custom objects
- Full Office real-time collaboration
- All file types
- Everything in Pro
- Migration service (Salesforce → SharePoint)
- Multiple SharePoint sites
- Flow Automation & customisation
- Permission sync & roles
- Dedicated account manager
Good to know
Does the SharePoint connection consume Salesforce storage?+
No. Files are stored in SharePoint, not in Salesforce. That saves considerably on storage costs, while your team keeps working in the familiar Salesforce interface.
Are existing files migrated too?+
With the Enterprise licence, our migration service moves existing Salesforce files automatically to SharePoint, preserving the folder structure. Want this guided? See our implementation & onboarding.
Does it work with multiple SharePoint sites?+
Yes. The integration supports multidisciplinary teams spread across multiple SharePoint sites and scales with your organisation, including permission and role management. Talpa Studios uses the connection across several SharePoint sites.
Which file types are supported?+
In the Light licence the standard Office types (Word, Excel, PowerPoint) and PDF; from the Pro licence all file types are allowed.
Can I link folders to custom objects?+
Yes, from the Pro licence you pin folders to both standard and custom Salesforce objects, so documents are always with the right record. The Light licence works with standard objects.
How secure and compliant is the storage?+
You leverage SharePoint’s own security, version control and permission model. With the Enterprise licence the connection synchronises permissions and role-based access with your Salesforce roles.
How does installation work?+
After installation the module appears directly in Salesforce. Files you upload sync automatically in the background to SharePoint, without users noticing anything.
Can I combine this with other custom integrations?+
Certainly. Our development & integration consultants connect SharePoint to your broader process if desired, including Flow Automation and customisation.
Is there a demo or trial?+
Yes. Get in touch for a demo or a free trial of the SharePoint connection.
Ready to clear up document chaos?
Request a demo or start a free trial.