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Many companies decide to reinforce Salesforce collaboration and document management with a dedicated enterprise collaboration tool – SharePoint.

Why Integrate?

Microsoft’s SharePoint is one of the more robust, feature filled, extensible document management platforms in the market. But apart from storing data, it is not specifically tailored with Customer Relationship Management (CRM) capabilities.

Reduced Costs

Storing content in Salesforce is far more expensive than storing that same content in SharePoint. Integrating SharePoint into Salesforce provides significantly less expensive content storage costs.

Big Files? No Problem.

Salesforce doesn’t have the capability to store large documents, while SharePoint commonly stores files as big as 50 MB or larger. Integration between the two systems would eliminate these constraints.

Real Time Availability

All content is available in real-time and continuously synchronized in SharePoint.

Document Versioning Control

SharePoint automatically manages file versioning for documents originating in Salesforce giving you more control over what documentation is making its way into your clients’ and partners’ hands.

Maintain On-Premise & Cloud SharePoint Instances

Integration can be accomplished for both instance options of SharePoint.

Single View of All Salesforce Files

SharePoint enables hierarchies and breadcrumbs to offer easier file management. All interactions with the newly stored files would be via the Salesforce interface.

Increased Efficiency

By embedding SharePoint functionality directly into Salesforce, users have a seamless UI/UX as they interact with Account, Contact, Opportunity or Project pages, which can enable them to be more productive throughout their day.

Enhanced Security

Organizations that integrate SharePoint into Salesforce can customize access control to ensure users will see only the SharePoint-hosted content their individual SharePoint credentials entitle them to see, rather than enabling those with any Salesforce access to gain access to all the documents.

Salesforce and SharePoint Integration