IT Partner

Description

Connect Salesforce with SharePoint Online to centralize sales collateral, automate document management, and maintain version control across teams. Pricing and timeline are customized after scoping.

🌐 Salesforce + SharePoint Online Integration #

Your sales collateral. Always current. Always secure. #

Are sales teams using outdated proposals because the latest versions are buried in SharePoint?
Do account executives waste time manually attaching files to Salesforce records?

With IT Partner's Salesforce + SharePoint Integration, you can:

Link SharePoint documents directly to Salesforce Opportunities, Accounts, and Cases
Ensure every deal uses approved, up-to-date collateral
Automate version control and access management

🔗 What This Integration Does #

We connect SharePoint Online with Salesforce to enable:

Secure linking of SharePoint documents to Salesforce records (Opportunities, Accounts, Cases)
Automatic metadata sync between SharePoint and Salesforce (e.g., document status, last modified)
Real-time alerts when linked documents are updated in SharePoint
Full access control using SharePoint permissions and Salesforce sharing rules

Salesforce SharePoint Integration Diagram

💡 Why It Matters #

Without integration:

SiriusDecisions reports that 60–70% of marketing collateral goes unused, with only about 35% of content actually being used by sales teams—leading to wasted effort and scattered compliance.
Manual document uploads create version chaos
Compliance risks from uncontrolled file sharing

With integration:

✅ Always link to current SharePoint files from Salesforce
✅ Maintain version history and approvals in SharePoint
✅ Control access with Azure AD + Salesforce permissions

🚀 Key Benefits #

Single source of truth - Sales teams always access the latest approved documents
Closed-loop compliance - Track which versions were shared in each deal
Automated governance - Sync document status (Draft/Approved/Archived) to Salesforce
Secure collaboration - Co-edit in SharePoint while maintaining audit trails

⚙️ How It Works #

Link documents from SharePoint to Salesforce records using URLs or embedded previews
Sync metadata like approval status, expiration dates, and owners
Set up alerts when critical documents (contracts, proposals) are modified
Control access with combined SharePoint/Salesforce permissions

Technical Implementation:

Uses SharePoint REST API (v2.0+)
Salesforce Files Connect (for direct linking) or
Salesforce Connect + OData (for list integration)
Azure Event Grid for reliable change notifications

⚠️ Limitations:

Files remain stored in SharePoint
Requires Salesforce license with external object support (Performance/Unlimited Edition)
Co-editing requires SharePoint Online version history
Salesforce displays only current file versions
Custom metadata sync requires field mapping

ℹ️ License Requirements: