A basic approach to displaying files from SharePoint in Salesforce.
Integration: Salesforce Files Connect using a SharePoint Library
Integration: Uploading files to SharePoint tightly coupled to Salesforce metadata
This is a multi-part series where we discuss how to integrate SharePoint and Salesforce. There isn't a one size fits all, I will share a few of the different ways we've done it in past projects. Best In Class(es): Bringing Salesforce and Office 365 Together. Instead of forcing one platform to do it all, aim to... Continue Reading →
Integration: Case management in Salesforce, documents in SharePoint
We created a folder creation process to store case files in SharePoint and giving users the full breadth of document capabilities of SharePoint.
David Lozzi 