Salesforce SharePoint Integration Services

Engineered for precision. Built for scale. Designed to eliminate document chaos and compliance risk.

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Bi-directional Integration for Salesforce and SharePoint

Engineer seamless, bi-directional integrations that eliminate document chaos and file duplication between Salesforce and SharePoint. This API-first approach unifies collaboration, ensuring sales and service teams access the latest, compliant documents directly within the CRM. Our methodology ensures secure data linking, minimizes storage costs, and establishes a single access point for comprehensive document governance.

Unify document management and collaboration through secure, bi-directional file synchronization.

Eliminate document duplication and ensure compliance by establishing a single access point for all critical files.

What We Deliver?

Centralized Document Access

Ensure sales and service teams access the latest, version-controlled files (proposals, contracts, service reports) directly from the corresponding Salesforce record, eliminating platform switching.

Storage Cost Optimization

Eliminate costly duplicate file attachments within Salesforce by securely linking to SharePoint, significantly reducing data storage overhead and associated license costs.

Unified Security & Governance

Synchronize permissions and security protocols bi-directionally, ensuring sensitive documents are only accessible to authorized users and maintaining comprehensive audit trails for regulatory compliance.

Global Intelligent

Enable users to search for documents stored in SharePoint directly from the Salesforce global search, leveraging unified indexing for efficient content retrieval.

Automated Metadata

Automate the synchronization of key metadata (e.g., Account ID, Case Number) between the two platforms, ensuring accurate file context and reporting across the ecosystem.

Enhanced User Experience

Minimize workflow friction by embedding document management functions into the Salesforce console, driving user adoption and allowing teams to focus on customer engagement, not file location.

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Our Engineering-Led Salesforce SharePoint Integration Process

Integration excellence requires methodology, not just technical capability. We follow a phased approach that balances speed with sustainability, ensuring predictable outcomes across the entire lifecycle.

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1. Discovery & Document Governance Assessment

Audit Salesforce and SharePoint environments, analyzing existing file structures, permission sets, and storage consumption. We document security protocols and governance mandates before designing solution blueprints.

2. Strategic Roadmap & Design

Architect a phased implementation plan prioritizing critical document flows and user access. We define bi-directional data linking, object-to-library mapping, and conflict resolution hierarchies for version control.

3. API-Led Development & Security

Protocols Build custom logic using secure APIs (REST/SOAP), implementing authentication and rate limit management. Field transformations handle metadata synchronization and user credential mapping for secure access.

4. Content Migration & Validation

Execute bulk file transfers and validate data integrity between legacy attachments and new SharePoint libraries. We ensure accurate linking, prevent data corruption, and validate security post-migration.

5. Unified Data Strategy & AI Foundation

Engineer for data synchronization to cloud data warehouses, establish governance frameworks, and ensure data integrity to prepare Salesforce as an intelligent, trusted source for AI.

Who We Serve?

One promise: Salesforce that fits your business.

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Industries

200+

Implementations

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Ready to Architect Your Salesforce Success?

You've seen what's possible. Now, let's make it happen for your business. Whether you need an end-to-end Salesforce solution, a complex integration, or ongoing managed services, our team is ready to deliver.

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