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SharePoint Connector

Seamlessly Connect, Organize, and Access SharePoint from Salesforce.

Overview

Enhance your Salesforce experience by seamlessly managing SharePoint files and folders directly from your Salesforce Object record page. With this integration, the entire SharePoint content structure becomes accessible and organized within the record page

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  • Quick Setup: Install and configure in minutes.

  • Seamless Integration: Built on the reliable Salesforce Platform.

  • Scalable: Suits both small and large organizations.

  • Compliance Ready: Ensure data management compliance.

Integrate SharePoint with Salesforce to streamline document management. With the SharePoint Connector, manage files and folders directly from Salesforce Object record pages, enhancing workflow efficiency and data accessibility. Key Features: - Centralized Access: Manage SharePoint files within Salesforce. - Visible Structure: View SharePoint folder hierarchy on record pages. - Real-Time Sync: Keep files up to date with automatic synchronization. - Secure Access: Leverage SharePoint’s security settings in Salesforce. - User-Friendly: Navigate documents easily with an intuitive interface. Ideal for businesses seeking enhanced document management within Salesforce.

Categories

Business Needs
Sales
Productivity
Admin & Developer Tools
Personas
Administrator
Business Operations Manager
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder

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