Salesforce + Microsoft SharePoint
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.
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...New File in Folder
Triggers when a new file is created or added to an individual folder (no subfolders supported).
- automatically do this!Create Attachment
Creates a new attachment (max 25MB).
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