Share Connect | SharePoint Document Management

Using Share Connect is a joy and provides a great user experience

Ayushi and the team were very helpful, responsive, and went above and beyond any of my expectations. I tried the native Salesforce Files Connect solution to get our files linked from SharePoint. However, that proved to be clunky and very limited in usability. Share Connect gives our Salesforce instance a low friction solution for linking files and folders to our client record accounts. It's easy and quick to adopt by our team.

Workflow Optimizer!

ShareConnect is incredibly easy to set up, and the team at Appiphony goes above and beyond — not only to ensure the setup is done correctly, but to also make sure you walk away with the technical know-how to be self-sufficient. After just one week, this app is already improving our team's workflow!

Simple to set up and works well!

I like the simplicity and effectiveness of this app. It was easy to use, set up, and we have made this a part of our formal quote vetting process.

Excellent!

We've been really happy with Share Connect. Linking SharePoint folders directly to Salesforce records has cleaned up our workflow significantly, and the automated folder creation through Flows is a great feature. Josh was fantastic throughout the process — highly recommend both the app and the team behind it.

Simple, with great customer service!

ShareConnect was easy to configure, allowed the client to have several options for daily workflow, and the team at Appiphony has been great to work with. The automation package is extra cost, but well worth it for most situations I've seen. 5 Stars all around!

Great tool to connect Salesforce and Sharepoint

This has been one of my favorite tools for connecting Salesforce and Sharepoint. The setup is easy, customer service is great, and the interface is so clean.

Excellent Integration Tool for Salesforce and SharePoint + great service

We've been using ShareConnect within our Salesforce environment, and it's been a game changer. The Folder Connect feature in particular has made our daily operations significantly more efficient. It allows for a seamless connection between Salesforce and SharePoint, enabling our team to switch between platforms effortlessly and manage documents without unnecessary steps. The service and support have been outstanding as well. Fast, knowledgeable, and always willing to help when needed. Overall, Share Connect has greatly improved our workflow and document management processes. Highly recommended for any organization looking to bridge Salesforce and SharePoint effectively.

Love the product and its features

Share Connect is an extraordinary tool.

The Microsoft-Salesforce Bridge My Clients Have Been Waiting For

As a Salesforce Consultant supporting clients across various sectors, one consistent challenge I see is the disconnect between Salesforce and Microsoft tools like SharePoint and Word. ShareConnect is hands-down the most effective solution I’ve found to close that gap. It has fundamentally improved how they collaborate, manage documents, and drive productivity powered by Salesforce. The tight integration with the Microsoft ecosystem is ShareConnect’s standout value driver. With native support for SharePoint, users can easily create, access, link, and manage documents directly from Salesforce records without cumbersome file downloads or versioning issues. It keeps the CRM clean, while aligning perfectly with clients’ existing document management policies. The seamless connection to Microsoft Word has allowed some of my clients to collaborate on proposals, contracts, and project documents in real time—all from within Salesforce. Users love being able to launch, edit, and save documents without leaving the CRM, which significantly reduces context switching and manual uploads. Across all my deployments, clients report faster workflows, better documentation control, and increased CRM engagement, especially from users who live primarily in the Microsoft environment. ShareConnect turns Salesforce into a true collaboration hub without forcing teams to abandon their preferred Microsoft tools.

Amazing tool with amazing flexibility and support

Just started using Share Connect a month ago. Highly flexible, yet super easy to use and so smooth. The very best software I have ever used when it comes to integrating into Salesforce, making it feel just as a native solution!