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Share Connect | SharePoint Integration for Salesforce

SharePoint and Salesforce integration in minutes.

Overview

Native SharePoint integration and document management for Salesforce. Link and view SharePoint files and folders on records, automate folders with Flow, and reduce Salesforce storage costs. No code required. Try free for 14 days!

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See How Share Connect | SharePoint Integration for Salesforce Works

  • SHAREPOINT DOCUMENT MANAGEMENT FOR SALESFORCE Link, view, edit, and collaborate on SharePoint files on any record, so your team stops switching tabs and hunting through folders to find documents. Share Connect brings easy access and file sharing.

  • AUTOMATE SHAREPOINT PROCESSES WITH SALESFORCE FLOW Use Salesforce Flows to automatically create folders or link documents to Salesforce records. Reduce Salesforce storage costs by automatically uploading files to SharePoint with Salesforce Flow.

  • NATIVE SHAREPOINT EXPERIENCE FOR SALESFORCE Bring the SharePoint interface into Salesforce with an easy Salesforce SharePoint integration. Work in a familiar UI to access and collaborate on Sharepoint files and folders without leaving Salesforce.

  • AUTOMATICALLY UPLOAD SALESFORCE FILES TO SHAREPOINT Using Flow, you can automatically upload files from your Salesforce org directly to SharePoint, saving you on pricey Salesforce storage and cutting another time-consuming task out of your workflow.

  • SYNC FILES & FOLDERS BETWEEN SHAREPOINT AND SALESFORCE Link SharePoint files to Salesforce records and automatically upload Salesforce files to SharePoint. Work in the tools your team already uses, with documents organized and accessible on both ends.

  • EMAIL SHAREPOINT FILES FROM SALESFORCE Send email proposals, generated documents, or sales content straight from a centralized SharePoint folder with our custom Share Connect File Send. No more time spent separately downloading and attaching files.

  • MAP SALESFORCE DATA TO SHAREPOINT COLUMNS AUTOMATICALLY. Metadata Field Sync maps 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.

  • ANNUAL & MONTHLY PAYMENT OPTIONS W/ SELF-SERVICE PURCHASE MODEL Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription. Our custom payment center allows you to add or reduce licenses directly in the app.

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

Share Connect links SharePoint files and folders to Salesforce records so your team can find, view, edit and collaborate on documents without leaving Salesforce. Share Connect works natively with Salesforce Flow to trigger automations within the click of a button. Files live in your organization's secure SharePoint instead of Salesforce storage, so you reduce storage costs and keep security policies in place. Here’s how teams use Share Connect today: • Sales - Quotes, proposals, and contracts automatically stored in SharePoint and linked to Salesforce Opportunity records. • Financial Services - Client files, statements, and compliance records stored in SharePoint with existing permissions preserved. • Construction - Project documentation and site photos organized by job and stored in SharePoint. • Professional Services - Client folders and project files get created automatically in SharePoint as each engagement begins. • Migration - Replacing Salesforce Files Connect, discontinued Box, Dropbox, or OneDrive integrations, or reducing Salesforce file storage consumption Get started with a free 14-day trial with no credit card required, or contact our team with any questions!

Categories

Business Needs
Productivity
Document Management
Integration
Industries
Horizontal Product
Financial Services
Public Sector
Personas
Administrator
Business User
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.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile

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