Integrate Salesforce
with SharePoint
Data Solutions
Connect Salesforce with Microsoft SharePoint to manage documents and customer data more effectively across platforms. With KingswaySoft’s integration capabilities, you can synchronize CRM records with associated files and lists stored in SharePoint to streamline team collaboration and access.
Sample Integration Use Case
Link Salesforce Records to SharePoint Files
Your organization tracks customer activities in Salesforce while storing supporting files in SharePoint. You want to automatically associate records and documents across both platforms to reduce manual tasks and ensure users can access what they need in one place.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
Improve Document Access Across Teams
Give sales and support teams direct access to SharePoint documents from Salesforce records.
Automate Folder and File Management
Eliminate repetitive work by syncing and linking content between systems.
Aligned Data and Improved Workflows
Synchronize documents and records to support cross-functional collaboration.
| Scenario | Data Movement | Business Outcomes |
|---|---|---|
| Create a SharePoint folder for new accounts | Salesforce → SharePoint | Organize documents around each customer automatically |
| Upload signed contracts to CRM | SharePoint → Salesforce | Make key documents accessible within customer records |
| Sync file metadata | SharePoint → Salesforce | Maintain consistency across platforms for tracking and reporting |
| Store quotes and proposals | Salesforce → SharePoint | Centralize documentation in structured libraries |
| Archive inactive account files | Salesforce → SharePoint | Improve content lifecycle management |
System Compatibility
Integration Tools Built for Each System
SharePoint
Connect to document libraries, lists, and metadata using REST or Graph API options.
Learn MoreAccess the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.
Comprehensive Integration Solution
Using Our SSIS Ultimate Edition
Salesforce Integration Scenarios
View data integration scenarios supported by our solutions. Each example shows how our
components connect enterprise platforms and services to support practical business processes.
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More Data Integration Use Cases
See more use cases across databases,
enterprise systems, and supported application platforms.
Database Connections
Directory Services
Dynamics 365
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
QuickBooks
SAP
SharePoint
