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: Salesforce Files Connect using a SharePoint Library
A basic approach to displaying files from SharePoint in Salesforce.
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.
Integrating Forms into Teams, bringing it home with Microsoft Flow
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 →
Collect Survey Results Seamlessly in Microsoft Teams with Forms
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 →