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Document Extractor: SharePoint integration for better Document Management
Number 1 Salesforce to SharePoint integration for Document Management
- Industries
- Financial ServicesProfessional ServicesPublic Sector
- Business Need
- ProductivityDocument ManagementIntegration
- Requires
- Sales CloudService CloudMarketing Cloud Engagement
- Compatible With
- Service CloudExperience CloudGovernment Cloud
Document Extractor moves files from Salesforce to SharePoint seamlessly, avoiding iFrames for quicker access and enhancing workflows without interruptions. It operates in the background, leveraging SharePoint for efficient Document Management. (v 20.1.2)

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Showing 10 of 17 Reviews
Superb experience from installation through to integration and testing
I've recently installed DE for a client org with the objective to copy over Salesforce files in SharePoint. I did have an issue with permission set assignment to the CB service user in the setup process. However, I had amazing support on the website and then once on the support portal i was assisted by two wonderful professionals from the Connecting Software who made sure I came right with the permission set issue. They also walked me through the entire overview of setting up Document Extractor - various configurations. And finally we tested with successful results.
Top Tier Product and Support
I cannot say enough about the Document Extractor and the support team. From clear instructions for initial setup to the responsive support I am extremely satisfied and happy with my decision to use Document Extractor to move my salesforce data to sharepoint. If you are having any doubts or concerns you can rest assured that Document Extractor does exactly what it says and they are happy to help throughout the process.
Top Notch Support!
I'm a Salesforce admin for a small business. Our Salesforce file storage was depleted and we needed a solution in short order. We opted to export all Files older than 3 years to SharePoint. Document Extractor was the perfect solution since it maintains the Salesforce accessibility even after the files are moved. Document Extractor provided excellent support and a well documented process. We were operational in less than 24 hrs!
Great support and great product
The support for this app is very good. We ran into some issues on our side in the beginning and the support was quick to provide a resolution. The app works great for managing all your files on salesforce.
Does what it is supposed to do plus great Support
Document Extractor helps us keeping the number of files that we store on Salesforce under control. I am specifically pleased with the support we are getting in case we have a question or need additional functionality.
An easy to implement solution when looking to bring Sharepoint files into your Salesforce environmen
A super easy tool that allows the integration of your Sharepoint environment with Salesforce. Customer support is superb and the solution allows you to get up and running fast.
Powerful, versatile product with great support
Our company had a need to store Salesforce files on an internal Sharepoint server to meet government security compliance requirements. Our Sharepoint server is located within a Microsoft GCC High environment which required a feature enhancement to Document Extractor to allow it to connect to the server. Their development team had to do significant development work to make it work. They did so in a short period of time with flawless results. The product is easy to administer and has been transparent to our users. We have been very happy with it and I highly recommend it.
Fast in extracting documents to SharePoint
We had a trial, and we went with the on-premises version because we handle a lot of documents. As an admin, I am glad to see that for the Salesforce end-users, this tool is almost transparent, as their work remains exactly as it was. The files appear to be where they always were - although now it is just a link that is there.
Excellent Product and Excellent Support
Connecting Software has been a game changer for our team and the technical support we have received has been top notch. 5 stars!
Excellent product and support!
The product does what it says it will. The developers have provided a lot of flexibility and great documentation as well. The support we have received has been outstanding during the evaluation and purchase period. We evaluated it on a slow moving project and Connection Software was very patient and helpful through the entire process. I would recommend this product if you need to integrate SharePoint and Salesforce.
Thank you for sharing your positive experience with Document Extractor by Connecting Software! We're thrilled to hear that the product delivered on its promises and provided you with the flexibility you needed. We take great pride in our comprehensive documentation and are glad to know that it has been helpful to you. It's also fantastic to hear that our support team went above and beyond to assist you during the evaluation and purchase period. Thank you again for your feedback and support Steve Knowles!
We are so glad to hear that Document Extractor had such a great impact! Thank you Gilyn Gibbs, I will pass your kind words to our technical support team.