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Salesforce + Microsoft SharePoint

Salesforce + Microsoft SharePoint

Salesforce + Microsoft SharePoint integrations

Create new Microsoft SharePoint folders for updated Salesforce records

Boost your productivity by keeping your Salesforce and Microsoft SharePoint data consistent with this workflow. When a record field is updated in Salesforce, related information in SharePoint will be adjusted correspondingly. Enjoy streamlined data management and the satisfaction of well-organized tasks.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
  2. automatically do this!
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More things you can do with Salesforce and Microsoft SharePoint

Discover other triggers and actions you can use with Salesforce and Microsoft SharePoint

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

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    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

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    • Salesforce Object
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Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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