Salesforce SharePoint Integration Tutorial & Video Guides

Struggling with Salesforce file storage costs or time-consuming manual document management? These step-by-step Salesforce SharePoint integration tutorials show you exactly how to connect Salesforce with SharePoint Online using 24Files, from Azure App Registration to bi-directional sync, folder structures, metadata mapping and Experience Cloud file sharing. Whether you’re a Salesforce admin or an IT architect, our video guides get you set up fast.

Connect Salesforce & SharePoint

⏱ 1:48 : A quick overview of how 24Files connects Salesforce with SharePoint Online. See the bi-directional sync in action and discover how easy it is to access SharePoint files directly from any Salesforce record.

Full Setup & Demo

⏱ 19:15: The complete Salesforce SharePoint integration tutorial. Walks you through the full setup from scratch, including Azure configuration, folder structures and the 24Files Manager. Perfect for Salesforce admins starting their integration.

Azure App Registration

⏱ 4:49: Learn how to configure your Azure App Registration to enable secure, authenticated access between Salesforce and SharePoint Online. Covers all required permissions and settings in the Azure portal.

Folder Structures & Auto-Sync

⏱ 7:11: Discover how to create dynamic folder structures that automatically mirror your Salesforce record hierarchy in SharePoint. Also covers how to auto-sync files uploaded to Salesforce storage, reducing storage costs immediately.

360 View: Centralize Files

⏱ 3:20: The 360 View feature lets you centralize files from multiple related Salesforce records in one single SharePoint folder view. Eliminate duplicate files and save time searching across records.

Authenticated vs. Anonymous Acces

⏱ 6:51: Not sure which access mode fits your use case? This tutorial explains the difference between authenticated access (requires SharePoint accounts) and anonymous access (ideal for Experience Cloud users), helping admins choose the right setup.

Dynamic Metadata

⏱ 3:37: Learn how to map Salesforce field values to SharePoint metadata columns at upload. Documents are automatically tagged and searchable in SharePoint without any manual input from users.

Route Files to Record-specific SharePoint Sites

⏱ 3:28: See how to configure dynamic SharePoint Sites per record and learn how this can be combined with dynamic SharePoint metadata.

Experience Cloud File Sharing

⏱ 4:09: Enable secure file uploads and downloads for Experience Cloud users without requiring a SharePoint licence. Customers and partners can upload files directly to SharePoint via your Salesforce portal.

Ready to get started?

360 View: No More Copying Files

⏱ 2:45: A focused look at how the 360 View eliminates the need to copy files across SharePoint folders. Files stay in one place and are visible from every related Salesforce record automatically.

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Why Salesforce Admins Choose 24Files for SharePoint Integration

Customer Reviews

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We evaluated several cloud-storage integration options before giving 24F a whirl, and from the go appreciated its ease of implementation & straightforward functionality. IMO this is the lightest-lift & most cost-effective cloud-storage integration out there, and I have confidence the highly-responsive support & development staff are invested in continually improving. We migrated nearly 1M files from various places (SF, 3rd party cloud, local storage, etc.) into SharePoint, which are all now accessible in our org. Good stuff keep it up.

This is a great app to integrate Salesforce with Sharepoint with some awesome features as dynamic folder (works with dynamic folder when instead of creating a folder structure you need for a particular object a way to sync to an existing folder created by an external system). Also they give great ways of customizing moving files, upgrade metadata, create new folders, all from actions that can be called from apex or subflows. So highly recommended!!

I had a fantastic experience with 24Files' customer service team. They were incredibly responsive, professional and went above and beyond to resolve my issue quickly and effectively. Highly recommend 24Files! The users are also very happy with the product and the Salesforce admins working with this product.

Very easy to set up 24files without the need for extensive technical knowledge. Once set up, the SharePoint integration works great without any issues. I would recommend this tool for everyone looking to leverage SharePoint capabilities within Salesforce!

We had some very specific needs for a SharePoint integration with our Salesforce implementation at the University of Toronto, and 24Files was the perfect fit. 24files has proven to be an exemplary partner in our digital endeavors. Not only is their app intuitive and user-friendly, but the support team is also exceptionally responsive and dedicated. When we brought forth a specific feature request crucial for our daily operations, the 24files team went above and beyond by developing it. It's evident they prioritize customer needs and value feedback. Their commitment to tailored solutions makes them a standout choice in the Appexchange world! Would highly recommend.

24Files

24Files seamlessly connects Salesforce and SharePoint Online, increasing productivity & saving time without exceeding Salesforce storage quota. 24Files is a product of 24Flow.

Address

24Flow

Dublinstraat 31/010,
9000 Ghent
Belgium
BE 0711.846.178

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24Files

24Files seamlessly connects Salesforce and SharePoint Online, increasing productivity & saving time without exceeding Salesforce storage quota.

24Files is a product of 24Flow.

Address

24Flow

Dublinstraat 31/010,
9000 Ghent
Belgium
BE 0711.846.178

Contact Info

Links

Subscribe to our newsletter