Cost-effective file storage

Achieve significant cost savings by storing your files in SharePoint

Full control over documents

Stay in compliance, maintain document security and integrity

Convenient access

Access your files in SharePoint from multiple platforms

Custom configuration

Set the service to stub files how and when it is best for you

How it works

CB Salesforce to SharePoint Stubbing monitors documents related to Salesforce accounts, contacts, leads, opportunities, quotes, contracts, orders, assets, and email messages,
and creates the appropriate folder structure in SharePoint.

After you upload a file to Salesforce, it is detected by the service running in the background, which uploads a copy of the uploaded file in SharePoint. Next, a link file pointing to that SharePoint location is created in Salesforce. The original file in Salesforce is deleted.

Features

Supports the latest Salesforce Lightning experience

Keep making epic productivity improvements and
let our stubbing service handle your document management in SharePoint.

Slashes Salesforce document
storage costs

Once a file is stubbed to SharePoint, the original
is deleted from Salesforce but a link remains,
pointing to the original file in SharePoint.

Maintains document integrity

Stubbed files have the same name and extension
as the original files and they are searchable within Salesforce Global search

Improves email management

After you send email, the service will automatically stub email attachments. Custom settings enable full control over the process.

Stubs file to multiple SharePoint boxes

The service stubs documents to one SharePoint “box” (site collection) at a time, automatically stubbing files to the next when the first box is full.

Features

Supports the latest SalesForce Lightning experience

Keep making epic productivity improvements and let our stubbing service handle your document management in SharePoint.

Slashes SalesForce document
storage costs

Once a file is stubbed to SharePoint, the original is deleted from SalesForce but a link remains, pointing to the original file in SharePoint.

Maintains document integrity

Stubbed files have the same name and extension as the original files and they are searchable within Salesforce Global search

Improves email management

After you send email, the service will automatically stub email attachments. Custom settings enable full control over the process.

Stubs file to multiple SharePoint boxes

The service stubs documents to one SharePoint “box” (site collection) at a time, automatically stubbing files to the next when the first box is full.

Choose deployment option

Our Cloud

For no-installation, plug and forget
integration via our SaaS portal

On Premises

For those needing to maintain
full control over the integration