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SharePoint Integration for Salesforce Powered by Mitratech CaseCloud™
SharePoint Integration for Salesforce Powered by Mitratech CaseCloud™
- Industries
- High TechProfessional ServicesPublic Sector
- Business Need
- ProductivityCollaborationDocument Management
- Requires
- Platform Cloud
Mitratech's SharePoint integration connector allows teams to access their SharePoint documents and folders from inside their Salesforce instance. They can create, view and edit files and folders in the context of the records they are viewing.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- SharePoint Integration for Salesforce Powered by Mitratech CaseCloud/1.18 1.18.1
- Listed On
- 11/10/2022
- Latest Release
- 11/21/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 9Custom Tabs: 1Custom Apps: 1
- Lightning Components
- Global: 5App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Mitratech offers a suite of Document Management System integrations for Google Drive, iManage, NetDocuments and SharePoint. These connectors streamline document management for Salesforce customers by eliminating the need to switch between multiple platforms. The connectors are industry-agnostic, enabling customers using Salesforce to securely access and manage documents directly within their Salesforce interface, boosting productivity and optimizing document management workflows. Mitratech’s DMS integrations allow users to access and manage documents directly within their familiar Salesforce interface, significantly reducing document retrieval times and minimizing errors. This boosts overall productivity and efficiency, creating a unified experience that simplifies workflows and fosters seamless collaboration. Key Benefits of Mitratech DMS Integrations: • Effortless document management: Eliminate platform switching and manage documents directly within your Salesforce interface. • Boosted productivity: Reduce document retrieval times and minimize errors, freeing up valuable time for your team. • Unified collaboration: Foster seamless collaboration on a single platform.
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