"Thanks to the combined strengths of Salesforce and SharePoint Online, we send correct proposals to our customers at 25% less throughput time."
Jos Breyne (Director Sales Engineering, St Engineering iDirect)
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Spend less time looking for the right file.
All recent files are displayed within a synced folder structure. File versioning gives you an easy to follow track record.
Share information carelessly and collaborate between teams.
Never switch between applications again. Salesforce users don’t need to upload files in different locations and non-Salesforce users will always have access to the right files in SharePoint Online.
Let customers handle the upload.
Eliminate redundancies and let customers upload files themselves into SharePoint Online, without giving them authorisation or risk possible security leaks. Your team can access all uploaded files directly through Salesforce and SharePoint Online.
Never exceed your Salesforce storage capacity.
All files saved to SharePoint Online can be viewed and managed directly out of Salesforce.
Online and offline.
View and manage your files via the OneDrive sync application.
Never lose the convenience of using either SharePoint Online or Salesforce within their native environment.
Great for small teams and organisations
Recommended for large teams and organisations