Start Connecting SharePoint with Salesforce

Last updated Mon Dec 05 2022

Set yourself up for success with this solution, which includes:

  • Steps for configuring a connection to a SharePoint site
  • Guide to setting dynamic properties to specify files returned from SharePoint
  • Instructions for configuring the Salesforce Connector

Overview:

Organizations use SharePoint to securely store, organize, and access information pertaining to their business. SharePoint is a website-based collaboration system that can be accessed from any device and gives an organization flexibility in how they manage some of their data. This recipe combines the power of SharePoint with Salesforce to allow for users to move files from their SharePoint site into their Salesforce environment.

This recipe includes steps for configuring a connection to your SharePoint site along with steps for connecting to your Salesforce environment. You will also be guided through how to pull back a file from SharePoint and what is needed in order to send the file through to Salesforce. Start automating the uploading of files from your SharePoint site with Salesforce today!

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