Connect Salesforce and Microsoft SharePoint to unlock the power of automation
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Set up your first integration
Quickly connect Salesforce to Microsoft SharePoint with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Delete List Item" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects Salesforce and Microsoft SharePoint, automating your workflow.
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Frequently Asked Questions about Salesforce + Microsoft SharePoint integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Microsoft SharePoint
How do I set up a trigger in Salesforce for my SharePoint integration?
To set up a trigger in Salesforce that activates an action in SharePoint, you need to identify the specific event that will serve as your trigger, such as a new account creation or update. Once this is determined, we can configure the settings to monitor this event and define the corresponding action within SharePoint, such as file creation or data update.
What types of actions are supported in SharePoint when triggered from Salesforce?
When a trigger is activated in Salesforce, you can set various actions in SharePoint such as creating or updating documents, adding list items, adjusting permissions, or sending notifications to specific team members.
Can I customize which data is transferred from Salesforce to SharePoint when an event occurs?
Yes, customization is possible. When configuring your integration setup between Salesforce and SharePoint, you can specify particular fields and data types that should be transferred upon triggering an event. This helps ensure only relevant information is exchanged.
How often does the integration between Salesforce and SharePoint run?
Our system allows you to choose how frequently the integration runs. You can select real-time processing where triggers activate actions instantly or schedule specific intervals depending on your requirements for data synchronization between Salesforce and SharePoint.
Are there any limitations on the type of triggers that can be set up in Salesforce for use with SharePoint?
Generally, most standard events like new records creation and updates are supported as triggers. However, complex workflows might require additional custom configurations or third-party apps to work seamlessly with SharePoint actions.
What should I do if my integration between Salesforce and SharePoint stops working unexpectedly?
If your integration stops working unexpectedly, first verify if there have been any changes to user permissions or configurations on either platform. Next, review logs for any error messages that could pinpoint issues. If problems persist, reach out to our support team for further assistance.
Is it possible to achieve bi-directional synchronization between Salesforce and SharePoint?
Yes, bi-directional synchronization can be established so that changes made in either system reflect on both sides. This requires setting up corresponding triggers and actions within each platform to handle updates efficiently.
Practical ways you can use Salesforce and Microsoft SharePoint
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Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
