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Share Connect | SharePoint Document Management

SharePoint and Salesforce integration in minutes.

Overview

Integrate Salesforce with SharePoint and OneDrive for simplified document management. Link and view Microsoft files and folders directly on records. Use Flow to automate folder creation and reduce Salesforce storage costs. Start your free 14-day trial!

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See How Share Connect | SharePoint Document Management Works

  • LINK AND VIEW SHAREPOINT FILES & FOLDERS IN SALESFORCE. Link SharePoint and OneDrive files and folders to Salesforce records for easy access and sharing. View Microsoft 365 files directly in Salesforce with the Share Connect File Viewer.

  • AUTOMATE SHAREPOINT FOLDER CREATION WITH SALESFORCE FLOWS. Use our Automate SharePoint action in Record-Triggered Flows to create SharePoint folders with a consistent structure and automatically link them to Salesforce records.

  • AUTOMATICALLY UPLOAD FILES TO SHAREPOINT. Cut Salesforce storage costs by effortlessly moving files from Salesforce to designated locations within your SharePoint organization.

  • SEND FILES VIA EMAIL WITH SHARE CONNECT FILE SEND. Use our custom email functionality to send documents, marketing content, and sales materials stored in a centralized SharePoint or OneDrive folder.

  • A NATIVE MICROSOFT SHAREPOINT EXPERIENCE IN SALESFORCE Bring the SharePoint and OneDrive interface into Salesforce. Use the native Microsoft picker to quickly find files and folders while working in a UI your team already knows.

  • MAP SALESFORCE DATA TO SHAREPOINT COLUMNS AUTOMATICALLY. Use Metadata Field Sync to map Salesforce fields to SharePoint columns so every file and folder uploaded through Share Connect is tagged with the context that makes it findable for your whole team.

  • NO MINIMUM LICENSE REQUIREMENT. With Appiphony apps, there is no minimum to meet when purchasing licenses. Buy what your org needs, nothing more.

  • SELF-SERVICE PURCHASE MODEL. Appiphony apps are easy to install, use, and manage, too. Our custom payment center allows you to add or reduce licenses directly in the app. No need for a phone call to adjust your subscription.

  • ANNUAL AND MONTHLY PAYMENT OPTIONS. Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription in a way that is convenient for you.

Share Connect links SharePoint and OneDrive files and folders to Salesforce records, so your team can find, view, and manage Microsoft 365 documents without leaving Salesforce. It sets up in minutes, with no code. View, edit, and collaborate on Microsoft 365 files without leaving Salesforce. FAQ Guide: Can I connect OneDrive to Salesforce? Yes. Share Connect connects both OneDrive and SharePoint to Salesforce. How do I automatically create SharePoint folders from Salesforce using Flow? Share Connect includes a no-code Flow action that creates and links SharePoint folders automatically when records are created or updated. How do I upload Salesforce files to SharePoint? Use Record-Triggered or Scheduled Flows to move files from Salesforce to SharePoint automatically, reducing your Salesforce file storage usage. With Share Connect you can: - Files and folders uploaded through Share Connect carry Salesforce context, like stage, account number, and record ID, directly in SharePoint columns. - Link and view SharePoint and OneDrive files and folders directly on Salesforce records - Automatically create, link, upload and send SharePoint files - Send SharePoint files directly by email

Categories

Business Needs
Productivity
Document Management
Integration
Industries
Horizontal Product
Financial Services
High Tech
Personas
Administrator
Marketer
Sales Representative / Manager
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package

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