How To Integrate Salesforce and SharePoint?

We all know that the Salesforce platform has the greatest engaging configuration for the collaboration and documentation of the customer experiences. 

It has brought certain integration tools which are responsible for managing all types of cross-departmental task associated with the growth of the demand and functionalities. Salesforce integration with SharePoint is another workable tool for bringing up a powerful overview of all types of cloud-based solutions and Marketplace enhancement. 

Why SharePoint and salesforce?

Salesforce and SharePoint are the two important platforms that have the capability of managing the collaborated system of employee and customer experiences by investing a huge amount of money for getting the assistance of the Salesforce integration consultant.

One of the points we should note is that Salesforce has become the heart of the collaboration of the employees along with the customers so that it can ensure the make-up of the communication tool that is robust and engaging at the same time where people can gather and inculcate a community. 

The integration of Salesforce and Sharepoint has become a success for the management of discussions and screening the Chatter that offers certain suggestions and recommendations associated with the relevant content and contacts so that the people can be notified at the time of updating any type of application. 

The need of integrating both the platforms 

The idea of integrating body platforms gauges certain solutions on behalf of generating versatility and efficiency in the growth of the business.

Reasons for enhancing the document management and collaboration with the SharePoint 

There is a huge number of reasons that are responsible for overcoming the limitations of Salesforce by integrating with the versatile platform of SharePoint. 

People have started fairly analyzing that the integration of Salesforce and Sharepoint platforms has resulted in the efficiency of the existing working system because of which we have been able to avoid certain types of restrictions that were acting as the hindrance to the collaboration of the customer relationship management system. 

People have started investing in the integration of both platforms with a petty amount of $10 for a particular month on behalf of a single user so that he or she can inculcate the collaboration based on SharePoint. 

Moreover, this type of lower investment of economy has helped many of the Salesforce employees and administrators for managing the entire collaboration set of an office named Office 365 in the form of a full-fledged system for the management of cross-departmental teams effectively.

Methods for integrating the Salesforce platform with the SharePoint platform 

Certain steps need to be followed for inculcating the interaction and integration between both platforms. 

1.The very first step speaks about enabling the Salesforce files to connect which can be inculcated by going to a specific pathway. 

One can start the journey of building the integration between the two platforms by going to the build option where we can move ahead with the customization platform for setting up the Salesforce files and adjusting the settings required. 

2.Now, move ahead we can go in favor of clicking the edit button for the selection of the enable files to connect and there will be getting the updates associated with the file-sharing setting. 

Our next move would be the usage of the copy option for all those cases where there is a need of sharing the files along with storage within the community of Salesforce users at also, they should not possess the requirement of access into the SharePoint.

3.In the next step we have to go in favor of checking the user access permission so that we can easily connect with the files of Salesforce. 

One should keep in mind that while we are dealing with the usage of the permission sets, we can follow the steps by going to the permission set followed by the system formations where we can make the required edits by selecting the files to connect cloud and click on save button. 

4.You can also hover about the process of checking the above-configured permission set so that you can easily manage your assignments and make sure that every type of user you are handling would be granted access to the platform of SharePoint.

5. This step is also responsible for guiding the particular user to have met the necessary sets of permission settings and finally configure in the favour of the management of the user profile. You can also keep in mind that there is another area for the management of the cloud permission settings which is known as a profile section for getting connected towards our required permissions and grabbing the accessibility towards the tool. 

6.Now we can move ahead to the next step for the creation of the Auth Provider.

In this particular step, the person would be walking over the management of the partners associated with the sales force such as Google and Microsoft, and finally, when we are done with the step we can move ahead for the configuration and SharePoint by logging into the platform. 

7.We can select any type of site collection for getting connected to the collection part with the motive of the creation of the Microsoft 365 application. 

One can take advantage of the URL that is associated with the app information page and by selecting the application running on the web browser button, we can create the app.

8. Now this is the newly created App that needs to be configured according to the needs of the business which is followed by the reconfiguring of the Salesforce Files connect.

The final step is the creation of the external data source and preparing the configuration of the permission sets.

Takeaways

Hence so far, we have discussed certain points associated with the advantages of integrating the two important platforms. The idea of generating a Salesforce integration with SharePoint has brought certain merits that can enhance cross-departmental collaboration and the knowledge management extension. Now you as the business manager can also start documenting such integrations for managing your costing and storage capacity on a larger scale.