Last updated on: November 8, 2021
You heard about companies that use both SharePoint and Salesforce. It made you question if there is any real synergy in using both applications. Can there be advantages to a Salesforce SharePoint integration, or is it simply not worth it?
In this article, we will consider the benefits and pitfalls of this integration so that you can decide if it makes sense in your scenario.
Benefits – Why should you go for a Salesforce and SharePoint integration?
It is widely known that Salesforce, also known as SFDC (Salesforce Dot Com), is one of the most expensive CRM tools. In 2021, and for the 13th time in a row, Gartner named Salesforce a Leader in the Cuadrante Mágico del Centro de Compromiso con el Cliente de CRM.
In August 2021, Salesforce made it to the top 5 on all relevant categories of the 2021 CRM Industry Leader Awards (best enterprise CRM software and solutions, best CRM for midsize and small businesses, best business intelligence and analytics, and best customer data platforms).
Why is Salesforce so successful? In the words of Kate Leggett, principal analyst at Forrester Research, Salesforce’s strength lies in “its broad end-to-end portfolio that caters to both B2C and B2B organizations (…) and its ability to deliver a platform that eases integration, automation, prediction, and prescription”.
Let’s focus on the integration aspect. Through Salesforce AppExchange, the cloud marketplace for anything Salesforce-related, you can get all kinds of solutions that integrate with Salesforce and expand its power. Out of all these integrations with Salesforce, the La integración de Salesforce SharePoint se destaca como una opción popular.
One of the main reasons for that is that it is a money saver: you can save a lot in Salesforce’s storage costs. The amount of Salesforce storage that is included in your plan is 10 GB (File storage) + 10 GB (Data storage) with some additional storage depending on the number of users (check Salesforce.com for the precise Salesforce storage limits applicable to you and the way these storage limits are enforced).
For example, a Professional Edition org with 20 users receives 10.4 GB of data storage + 22.9 GB of file storage. For storing files and attachments, only the file storage is relevant, so we will focus on the 22.9 GB.
The standard SharePoint is 1 TB plus 10 GB per license purchased (exact los límites dependen de su plan). This means that for that case, the included storage is over 40 times larger (!) with a total of 1224 GB in SharePoint against the 22.9 GB in Salesforce. If that is not enough, you can buy extra SharePoint storage for $0.20/month for each extra GB. This is the first reason to integrate Salesforce with SharePoint – saving on storage costs.
La segunda razón es que SharePoint is better at storing many files than Salesforce. Yes, you can have Salesforce documents and notes attached to accounts, contacts, and almost anything really. But if you use that option all the time, those Salesforce documents - invoices, receipts, statements of work, contracts, and others - will start to pile up. They end up stealing valuable operating capacity, and degrading Salesforce performance. Keep in mind that Salesforce is not a document management system.
Moving the files to a document management system is a smarter option. A document management system will provide you with relevant features, such as:
- you can collaborate on documents with other team members,
- you can see the document’s version history,
- puedes compartir archivos con usuarios externos.
Pitfalls - What should I look out for when doing a Salesforce integration with SharePoint?
If you try to integrate Salesforce with SharePoint using the tools you get with Salesforce, you will do it with Salesforce’s Files Connect (some online references will mention it as SFDC Files Connect – it is the same thing).
There are a few things you need to know if you go down that road. The first thing is that this will only work with SharePoint Online. It used to work for SharePoint 2013 / 2010 on-premises versions, but the most current documentation no longer mentions any of this, including the licensing options (the paid license “Files Connect for on-premises external data sources” no longer seems to be available).
A continuación, observe que con esta integración, los usuarios podrán acceder y compartir archivos SharePoint via la tab de archivos y el feed, y buscarlos de la misma manera que buscan su contenido de Salesforce. Pero el archivo debe estar ya en SharePoint para empezar. Eso puede no ser muy intuitivo para los usuarios, especialmente si ya están acostumbrados a Salesforce pero no tanto a SharePoint.
Next, you may not want to store financial and client-related files in the cloud. If you try to comply with data protection regulations like GDPR, you can’t do it like this. To guarantee that you know where your data is stored and who has access to it, you should store documents with personal information on-premises.
And then there is the problem of getting the Files Connect integration to work. Just for starters, you have to work your way through the 137 pages of the official documentation (links at the end of this section), which is mostly outdated… it was written when Files Connect was launched back in 2015 and the updates to it have been scarce (most of them were last updated in 2016). As SharePoint online was significantly overhauled in 2018, some terms are not the same and some actions need to be performed differently.
Muchos usuarios siguen las instrucciones de integración sólo para terminar con un feo error como:
- "No se puede acceder a la fuente externa - La fuente de datos externa no está disponible debido a un error"
- "No está autorizado a realizar esa operación"
- "Se produjo un error desconocido al acceder a Files Connect".
Argh! It can’t really get much worse than running into an unknown error like that. When you see this kind of thing, you know it is time to look for an alternative.
Learning to integrate Salesforce and SharePoint using Files Connect (Salesforce Documentation)
Alternatives - Is there a better way to integrate Salesforce with SharePoint?
The alternative to Files Connect is to use a third-party integration tool. There are plenty of Salesforce integration tools in the Salesforce ecosystem.
Document Extractor Built for Salesforce platform™ is such an integration tool, and it is the #1 option for a SharePoint Salesforce integration. You can find it on AppExchange and on Connecting Software's sitio web.
Document Extractor automatically transfers Salesforce documents to SharePoint and replaces the original documents with links pointing to them at SharePoint. You can also look at it as a compliance & migration tool, because moving the files in this way can help you in meeting GDPR and other regulations requirements.
The general idea is that the end-users still access the files where they originally saved them – in Salesforce under the respective accounts, lead, or any kind of object.
En el fondo, Document Extractor automatically detects the files, moves them to the corresponding libraries in SharePoint and leaves links in Salesforce in their place.
The user sees a link in the exact same location he expected the file to be in Salesforce, so for them it is the same – the user experience doesn’t change.
Document Extractor also transfers the information about the Salesforce document creator, editor, and owner to SharePoint for easier tracking of the documents. The name and extension of the original files are also transferred, so users can still search for those files by both name and extension in Salesforce. The version history is also kept.
Además, cuando el servicio encuentra dos documentos con el mismo nombre en la misma ubicación en Salesforce, crea dos documentos en SharePoint, y añade un sufijo que permite que ambos archivos existan en SharePoint.
Cada vez que añada un documento a un nuevo objeto en Salesforce, Document Extractor creará automáticamente la carpeta correcta para almacenarlo en SharePoint. Esto funciona para un objeto estándar como una Cuenta, un Contacto, un Cliente Potencial, una Oportunidad o un Objeto Personalizado. Además, Document Extractor mantendrá la misma estructura y todos los documentos relacionados con ese nuevo objeto.
Several new features were recently added to Document Extractor. Out of the long list of new features but here is my top 5:
- Sincronización completa con SharePoint – even when users directly upload files to SharePoint, or when they do file moves, deletes, and renames in SharePoint
- Better Filenames = Easier Search - renames of files in Salesforce are also synchronized to SharePoint and you can now customize the filename in SharePoint using a Salesforce custom field
- Save on SharePoint licenses – Get documents from SharePoint without the need for users to have SharePoint license
- Vistas previas de los archivos (beta) – See the preview in Salesforce for all file types supported by SharePoint
- Blockchain Sealing Integration Available – you can put an end to tiring and repetitive paperwork verifications and get the highest security possible by integrating with Sello CB Blockchain para SharePoint
We added these new features to accommodate the feedback we got from the growing customer base of Document Extractor. Interested in knowing what our customers say of Document Extractor?
You can read a examen del Document Extractor by one of our private sector customers
“With Document Extractor, the process is seamless to my end users. They don’t even know it is there, which is what we wanted”
You can also read the review by one our public sector customers, whose consultant company was happy to find Document Extractor in Salesforce AppExchange so that they could fix a complex situation in an easy way
"Cuando encontramos por primera vez el Document Extractor, pensamos que si hacía lo que ponía en la lata, cumpliría todos nuestros requisitos. Y lo hizo: sólo una configuración básica, y funcionó a la primera".
¿Y si ya tengo mis documentos en SharePoint y quiero enlazarlos en Salesforce?
If you are already using Microsoft SharePoint and all your files are in SharePoint, before you start with Salesforce, you naturally would like your Salesforce objects to have links to those existing documents.
If you have an underlying rule in the filename or the folder structure, you can use ourplataforma de integración Connect Bridge to create URLs in Salesforce that then point to those documents in SharePoint. The result would look identical to what you see in a normal Document Extractor installation: links in Salesforce to documents in SharePoint. It is important to note that the URLs I mentioned could be created under any of the standard objects and also under custom objects in Salesforce.
¿Qué más puedo integrar con Salesforce?
You can actually integrate any type of dataset with Salesforce in a similar way, using the CB On-prem Database to Salesforce Sync . Esta solución se basa en la Plataforma de integración Connect Bridge mentioned above and can be used as a SQL Server - Salesforce connector.
In reality, this integration platform is quite flexible and can do more than connect Microsoft SQL Server to Salesforce. You can also connect any local database management system (DBMS) such as Oracle, SAP HANA, MariaDB...o... MySQL to Salesforce.
You can get the data from Salesforce to SQL Server or another local database or do it the other way round: get data from the database and put it into Salesforce.
This means you can create all kinds of flexible migration or synchronization solutions, as you can connect to any existing database. It is a great way of maximizing what you can take out of a Salesforce integration, as you can get a perfect fit for your data integration needs without any of the normal hassle and problems of a custom solution.
3 Simple Steps to Get Started
Ready to start moving your Salesforce documents to SharePoint? Here are the necessary steps:
Step 1 – Check requirements
You should first check if the SharePoint and Salesforce versions you would be using are in the list of the supported versions of Document Extractor: • Microsoft SharePoint 2010, 2013, 2016, 2019 and Online (Office 365) • Salesforce Professional, Enterprise, Unlimited, Force.com, and Developer – both Lightning Experience and Classic
Step 2 – Download Document Extractor
As mentioned, the trial is free, but you do have to follow a normal shopping cart procedure and place an order at the cost of $0.00. Once you do that, you’ll receive instructions via email.
Step 3 – Install on Your Sandbox
Once you get the instructions email, you need to click Complete Your Registration.
From there, installation will start. We always recommend that you start by installing Document Extractor on your sandbox, and then you can move it to production. You should therefore use Test/Sandbox on the Instance field rather than Producción for now.
When you choose Test/Sandbox, you’ll need to type your sandbox service username. This is simply a dedicated system administrator. This user should have elevated access rights to allow modifications of the system. Please also make sure this account is not used to access your Salesforce by anyone else. You’ll need the service user password and the security token so that you can test the connection.
If you want to see how the configuration is done in further detail, check out this tutorial installation video.
Document Extractor uses the help of a managed package with a set of Apex classes and triggers to stub your documents from Salesforce to SharePoint. Once installed, you’ll see the package listed in the list of the installed packages.
Next, you’ll need to provide your SharePoint settings. You need to have a user with enough permissions to read and write documents to the document library where documents will be stored.
Document Extractor uses “Push notifications”, which means that the service detects new documents uploaded to Salesforce. The service also uses “Full Scan Polling” as a backup mechanism to ensure that all files were stubbed. We recommended you increase the interval of the “Full Scan Polling” to optimize your API calls consumption.
Document Extractor is the trustworthy Salesforce third-party integration tool that can better handle SharePoint and Salesforce’s integration.
This tool is available in Salesforce AppExchange. You can read through the product description and features, try it for free or buy the SaaS version.
If you are going for SaaS deployment, another option is ordering the product directly from the Connecting software’s website. Yet another option is the self-hosted version, which is a favorite with larger organizations that prefer to be in full control of the product.
Article last updated on October 12, 2021
More on Document Extractor Built for Salesforce Platform
Si la integración de Salesforce SharePoint es algo que le interesa, eche un vistazo a los artículos y estudios de caso que aparecen a continuación.
Si está buscando una forma de apoyar a Salesforce Exchange con varios servidores Exchange implicados, compruebe CB Salesforce Exchange Sync.
Technical asesor en Connecting Software
Soy ingeniero de software desde 1997, con un amor más reciente por la escritura y la oratoria. ¿Tiene alguna pregunta o comentario sobre esta publicación o sobre el Connect Bridge? ¡Me encantaría tener tu opinión!