Overview:

Many Salesforce customers are now considering integrating with SharePoint Online (and SharePoint Embedded) as it transcends the limitations of Salesforce collaboration and document management capabilities through an array of extra features. Integration between Salesforce and SharePoint can help you streamline your license cost while increasing data storage capacity. It provides a single collaboration environment, allowing you to store your content in SharePoint and provide references in Salesforce that can be searched and previewed.

Salesforce offers collaboration and document management functionalities, but its full functionality access comes at an additional license cost. Proventeq recommends a hybrid model using SharePoint for collaboration, and Salesforce as a CRM. This would mean a cross-departmental collaboration will occur in the intranet part of SharePoint, and the extranet will accommodate collaboration with external users. User access to SharePoint features is limited only by the system administrator, unlike with Salesforce where access is limited by the number and type of licenses you buy.

The integration promises key benefits like:

Saving on Salesforce license costs
More document storage capability at an optimized cost
Company-wide collaboration opportunity vs limited collaboration in Salesforce (for free users)
Dynamic knowledge management with SharePoint’s communication sites vs expensive knowledge sharing with Salesforce due to licensing cost
SharePoint is the undisputed winner for large scale collaboration content with more data storage capability compared to Salesforce
A single-source-of-truth as content will be stored only on SharePoint with access from Salesforce
Unified user interface means Salesforce customers experience no change in user experience

How does it work?

Proventeq’s Content Integrator is the #1 option for Salesforce and SharePoint integration. It allows for the integration and synchronization of a host of content types, including documents, files, and digital assets, from a range of different Enterprise Content Management (ECM) platforms to your Cloud-based Content Services Platform (CSP).

Our Content Integrator enables truly cohesive digital asset management within your document management or content services environment, centralizing business-critical content and putting it at your organization’s fingertips.

Proventeq deploys the necessary connectors between SharePoint and Salesforce and also ensures the appropriate setup of SharePoint to ensure significant ROI and storage cost savings benefits on Salesforce.

For more details, please read https://proventeq.com/services/sharepoint-integration-with-salesforce

Proventeq Salesforce to SharePoint IntegrationProventeq Ltd

Proventeq Salesforce to SharePoint Integration

Proventeq Ltd

Proventeq Salesforce to SharePoint Integration

Proventeq Ltd

Proventeq Salesforce to SharePoint Integration
Proventeq Ltd