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Salesforce + Microsoft SharePoint

Salesforce + Microsoft SharePoint

Salesforce + Microsoft SharePoint integrations

Create list items in Microsoft SharePoint from new records in Salesforce

Transfer your Salesforce data seamlessly into your Microsoft SharePoint account with this easy-to-use workflow. As soon as a new record is added in Salesforce, a list item will immediately be created in Microsoft SharePoint. This saves you time and effort by ensuring that relevant information is consistently updated across platforms for more efficient data management. Experience the benefit of automated data transfers and improve your productivity with this handy workflow.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Create List Item
    Create List Item
    Create List ItemCreates a new item in a list.
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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.

    Trigger
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    • History Object
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    • Salesforce Objects
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    • Salesforce Object
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    • Record (Optional)
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
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    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
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About Salesforce
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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