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Salesforce + Microsoft SharePoint

Salesforce + Microsoft SharePoint

Salesforce + Microsoft SharePoint integrations

Update list items in Microsoft SharePoint when new records are created in Salesforce

Keep your Salesforce and Microsoft SharePoint in harmony using this workflow. Whenever there's a new record in Salesforce, it will promptly update a list item in your Microsoft SharePoint. This streamlined process saves you from manual updates and ensures your SharePoint lists reflect the most recent information from your Salesforce records. Maintain up-to-date data across platforms with ease.

  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!
    Update List Item
    Update List Item
    Update List ItemUpdates an existing 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
      Required
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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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