🌐 Salesforce + SharePoint Online Integration #

Your sales collateral. Always current. Always secure. #

Are sales teams using outdated proposals because the latest versions are buried in SharePoint?
Do account executives waste time manually attaching files to Salesforce records?

With IT Partner's Salesforce + SharePoint Integration, you can:

• Link SharePoint documents directly to Salesforce Opportunities, Accounts, and Cases
• Ensure every deal uses approved, up-to-date collateral
• Automate version control and access management

🔗 What This Integration Does #

We connect SharePoint Online with Salesforce to enable:

• Secure linking of SharePoint documents to Salesforce records (Opportunities, Accounts, Cases)
• Automatic metadata sync between SharePoint and Salesforce (e.g., document status, last modified)
• Real-time alerts when linked documents are updated in SharePoint
• Full access control using SharePoint permissions and Salesforce sharing rules

💡 Why It Matters #

Without integration:

• SiriusDecisions reports that 60–70% of marketing collateral goes unused, with only about 35% of content actually being used by sales teams—leading to wasted effort and scattered compliance.
• Manual document uploads create version chaos
• Compliance risks from uncontrolled file sharing

With integration:

• ✅ Always link to current SharePoint files from Salesforce
• ✅ Maintain version history and approvals in SharePoint
• ✅ Control access with Azure AD + Salesforce permissions

🚀 Key Benefits #

• Single source of truth - Sales teams always access the latest approved documents
• Closed-loop compliance - Track which versions were shared in each deal
• Automated governance - Sync document status (Draft/Approved/Archived) to Salesforce
• Secure collaboration - Co-edit in SharePoint while maintaining audit trails

⚙️ How It Works #

1. Link documents from SharePoint to Salesforce records using URLs or embedded previews
2. Sync metadata like approval status, expiration dates, and owners
3. Set up alerts when critical documents (contracts, proposals) are modified
4. Control access with combined SharePoint/Salesforce permissions

Technical Implementation:

• Uses SharePoint REST API (v2.0+)
• Salesforce Files Connect (for direct linking) or
• Salesforce Connect + OData (for list integration)
• Azure Event Grid for reliable change notifications

⚠️ Limitations:

• Files remain stored in SharePoint
• Requires Salesforce license with external object support (Performance/Unlimited Edition)
• Co-editing requires SharePoint Online version history
• Salesforce displays only current file versions
• Custom metadata sync requires field mapping

ℹ️ License Requirements:

• Salesforce: Performance/Unlimited Edition (for external objects)
• Microsoft: SharePoint Plan 2 (for advanced metadata)

🎯 Who's This For? #

• Sales teams managing complex proposals and contracts
• Legal/compliance teams needing document audit trails
• Organizations with strict content governance requirements

🏆 Why Choose IT Partner LLC #

• Microsoft Solutions Partner with SharePoint expertise
• Salesforce Certified Integration Architects
• Specialists in regulated industry implementations

💬 What's Next? #

Let's discuss how to streamline your sales document workflows.

• ➡️ +1-855-700-0365
• ➡️ sales@o365hq.com
• ➡️ Request a Call
• ➡️ Message via Teams