Geek
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 →
A basic approach to displaying files from SharePoint in Salesforce.
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 →
We created a folder creation process to store case files in SharePoint and giving users the full breadth of document capabilities of SharePoint.
This post is the third post in this mini series as we look at how easy the Office 365 stack integrates. In this series, we will: Create a Form and have the data save directly in Excel Add the Form to Microsoft Teams Notify the Team a submission was made (this post) How does this... Continue Reading →
This post is the the second post in this mini series as we look at how easy the Office 365 stack integrates. In this series, we will: Create a Form and have the data save directly in Excel Add the Form to Microsoft Teams (this post) Notify the Team a submission was made How does this... Continue Reading →
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