Salesforce + Microsoft SharePoint
Create new Microsoft SharePoint folders for each new Salesforce record
Effortlessly keep your records organized with this unique workflow. When a new record is added in Salesforce, a corresponding folder is immediately created in Microsoft SharePoint. This efficient process not only saves you time but ensures that crucial records are easily accessible and well-organized within SharePoint. Enhance your data management strategy with this reliable and efficient workflow.
Effortlessly keep your records organized with this unique workflow. When a new record is added in Salesforce, a corresponding folder is immediately created in Microsoft SharePoint. This efficient process not only saves you time but ensures that crucial records are easily accessible and well-organized within SharePoint. Enhance your data management strategy with this reliable and efficient workflow.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Folder
List all folders on a site
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