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Share Connect | SharePoint Document Management

By Appiphony

SharePoint and Salesforce integration in minutes.

Starting at $6   USD/user/month

Discounts available for nonprofits

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Industries
Horizontal Product
Financial Services
High Tech
Business Need
Contract Management
Document Management
Integration
Requires
None
Compatible With
Sales Cloud
Financial Services Cloud
Health Cloud

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!

  • Meet Share Connect!

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Financial Services Cloud
Health Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Share Connect/ver 0.88 0.88.0
Listed On
09/10/2024
Latest Release
07/08/2026
Supported 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
Package Contents
If 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: 6
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 5
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/03/2024

Additional Details

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 in the process. With Share Connect you can: - Link and view SharePoint and OneDrive files and folders directly on Salesforce records - Browse and select Microsoft 365 files with the native Microsoft picker - Automatically create, link, upload and send SharePoint or OneDrive files - Reduce Salesforce storage costs - Send files stored in SharePoint or OneDrive by email

Need help?

Appiphony

Chicago, IL USA

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