Salesforce + Microsoft SharePoint integrations
Create Salesforce attachments from new Microsoft SharePoint files in folder
Now you can effortlessly streamline data between Microsoft SharePoint and Salesforce. Whenever a new file is added in a SharePoint folder, this automation creates an attachment in Salesforce. This not only saves time but ensures your Salesforce entries are updated with the relevant files from SharePoint. A seamless way to keep your files organized across platforms.
- When this happens...
- automatically do this!Create AttachmentCreates a new attachment (max 25MB).
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More things you can do with Microsoft SharePoint and Salesforce
Discover other triggers and actions you can use with Microsoft SharePoint and Salesforce
- Site
- Document Library
- Folder
Try ItTriggerPolling- Site
- Document Library
- Folder
Try ItTriggerPolling- SiteRequired
Try ItTriggerPolling
- Site
- Document Library
- Folder
Try ItTriggerPolling- SiteRequired
- ListRequired
Try ItTriggerPolling- SiteRequired
- ListRequired
Try ItTriggerPolling- Info
- Source SiteRequired
- Source Document LibraryRequired
- File or Folder IDRequired
- Destination SiteRequired
- Destination Document LibraryRequired
- Destination Folder
ActionWrite
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Related categories
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- Create list items in Microsoft SharePoint from new records in Salesforce
- Create list items in Microsoft SharePoint for every updated record in Salesforce




