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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.

  • 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.

  • SEND SHAREPOINT FILES VIA EMAIL 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 downloading and attaching files.

  • NATIVE SHAREPOINT EXPERIENCE FOR SALESFORCE Bring the SharePoint interface into Salesforce. Embed Microsoft Word, PowerPoint, and PDFs directly in your record page, so your team can open, edit, and collaborate on live files without leaving the record.

  • AUTOMATE SHAREPOINT WITH SALESFORCE FLOWS. Use Record-Triggered Flows to automatically create folders or link generated documents to Salesforce records. Reduce Salesforce storage costs by automatically uploading files to SharePoint with Salesforce Flow.

  • 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 files and folders to Salesforce records, so your team can find, view, edit, and collaborate on SharePoint documents without leaving Salesforce. Teams use Share Connect to link and view SharePoint and OneDrive files directly on records, embed SharePoint files into a record page layout for easy collaboration, and cut Salesforce storage costs by moving files to designated locations in their Microsoft 365 environment. For automation, a no-code Flow action creates and links SharePoint folders the moment a record is created or updated. Record-Triggered and Scheduled Flows move files from Salesforce to SharePoint automatically, and files can be sent directly by email. Because files live in your own Microsoft 365 environment instead of in Salesforce, you reduce storage costs and avoid overages. For regulated industries, Share Connect is SOC 2 Type 2 compliant. For a native, admin-friendly way to manage SharePoint files in Salesforce with no code, try Share Connect for free. Learn more today! https://appiphony.com/share-connect

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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