Automate document management by securely linking OneDrive files to Salesforce records. Eliminates manual uploads, ensures version control, and maintains security compliance. Pricing and timeline are scoped per project.
📁 Connect Salesforce with OneDrive for Business #
Sync documents and assets seamlessly — eliminate manual uploads and outdated files. #
Manually transferring files between OneDrive and Salesforce introduces errors, delays business processes, and risks using unapproved document versions.
With IT Partner's API integration service, you can:
- Embed OneDrive files in Salesforce as secure links (files remain in OneDrive)
- Automate alerts when linked files are updated (Power Automate required)
- Enforce access via Microsoft 365 permissions and security policies
- Maintain full audit trails and version control
🔗 Key Features #
- Secure API integration – Files remain in OneDrive; Salesforce displays secure previews using Graph API
- Automatic version control – Always reference the latest OneDrive file version
- Compliance-ready – Azure AD permissions, Microsoft 365 sensitivity labels, and OneDrive audit trails
- REST API-based integration – Modern, scalable connection between platforms
- Automated workflows (optional):
- File changes → Notify teams via email/Teams
- New documents → Auto-link to Salesforce records
- Permission changes → Sync access rights automatically
⚙️ How It Works #
- API Connection – Establish secure connection between Salesforce and OneDrive using Microsoft Graph API and Salesforce REST API
- Secure linking – Generate authenticated OneDrive URLs in Salesforce via API integration
- Permission synchronization – Control access via Azure AD security groups and sharing policies
- Configure automated workflows (if licensed):
- Power Automate monitors OneDrive changes → Sends real-time notifications
- Advanced: API automatically updates Salesforce records when documents change
⚠️ Technical Considerations
- One-way sync – Salesforce embeds links; document edits require OneDrive
- Authentication required – Users must have appropriate Microsoft 365 licenses to access files
- Power Automate – Required for automated alerts (Plan 1/licensed users)
- Supported file types – Common business formats (PDF, DOCX, XLSX, JPEG, PNG)
- API limits – Subject to Microsoft Graph API and Salesforce API rate limits
🚀 Business Benefits & ROI #
- Accelerate sales processes – Instant access to latest proposals and contracts
- Eliminate manual work – Remove repetitive document upload tasks
- Ensure data accuracy – Single source of truth for all documents
- Enhanced security – Leverage Microsoft 365 DLP and compliance features
- Improved decision making – Unified document access across platforms
- Scalable solution – Grows with your business needs
🎯 Ideal For #
- Sales teams managing proposals, contracts, and client documents
- Organizations using Microsoft 365 security and compliance tools
- Companies requiring unified document management across CRM and cloud storage
- Businesses automating document-driven workflows and approvals
- Teams needing real-time document collaboration with CRM integration
🏆 Why IT Partner LLC? #
- Microsoft Solutions Partner – Experts in Graph API and security integration
- Salesforce API specialists – Deep expertise in CRM automation and integration
- End-to-end ownership – From strategic planning to implementation and support
- Performance-focused – Build with scale, speed, and measurable ROI in mind
- 24/7 support – Continuous monitoring, maintenance, and optimization
- Security first – Industry best practices for data protection and authentication
💬 Get Started Today #
Ready to transform your document management workflow? Contact us to discuss your integration needs:
Let's build your integrated document management system with purpose and precision.