📁 Connect Salesforce with OneDrive for Business #

Sync documents and assets seamlessly — eliminate manual uploads and outdated files. #

Manually transferring files between OneDrive and Salesforce introduces errors, delays business processes, and risks using unapproved document versions.

With IT Partner's API integration service, you can:

• Embed OneDrive files in Salesforce as secure links (files remain in OneDrive)
• Automate alerts when linked files are updated (Power Automate required)
• Enforce access via Microsoft 365 permissions and security policies
• Maintain full audit trails and version control

🔗 Key Features #

• Secure API integration – Files remain in OneDrive; Salesforce displays secure previews using Graph API
• Automatic version control – Always reference the latest OneDrive file version
• Compliance-ready – Azure AD permissions, Microsoft 365 sensitivity labels, and OneDrive audit trails
• REST API-based integration – Modern, scalable connection between platforms
• Automated workflows (optional):
  • File changes → Notify teams via email/Teams
  • New documents → Auto-link to Salesforce records
  • Permission changes → Sync access rights automatically

⚙️ How It Works #

1. API Connection – Establish secure connection between Salesforce and OneDrive using Microsoft Graph API and Salesforce REST API
2. Secure linking – Generate authenticated OneDrive URLs in Salesforce via API integration
3. Permission synchronization – Control access via Azure AD security groups and sharing policies
4. Configure automated workflows (if licensed):
   • Power Automate monitors OneDrive changes → Sends real-time notifications
   • Advanced: API automatically updates Salesforce records when documents change

⚠️ Technical Considerations

• One-way sync – Salesforce embeds links; document edits require OneDrive
• Authentication required – Users must have appropriate Microsoft 365 licenses to access files
• Power Automate – Required for automated alerts (Plan 1/licensed users)
• Supported file types – Common business formats (PDF, DOCX, XLSX, JPEG, PNG)
• API limits – Subject to Microsoft Graph API and Salesforce API rate limits

🚀 Business Benefits & ROI #

• Accelerate sales processes – Instant access to latest proposals and contracts
• Eliminate manual work – Remove repetitive document upload tasks
• Ensure data accuracy – Single source of truth for all documents
• Enhanced security – Leverage Microsoft 365 DLP and compliance features
• Improved decision making – Unified document access across platforms
• Scalable solution – Grows with your business needs

🎯 Ideal For #

• Sales teams managing proposals, contracts, and client documents
• Organizations using Microsoft 365 security and compliance tools
• Companies requiring unified document management across CRM and cloud storage
• Businesses automating document-driven workflows and approvals
• Teams needing real-time document collaboration with CRM integration

🏆 Why IT Partner LLC? #

• Microsoft Solutions Partner – Experts in Graph API and security integration
• Salesforce API specialists – Deep expertise in CRM automation and integration
• End-to-end ownership – From strategic planning to implementation and support
• Performance-focused – Build with scale, speed, and measurable ROI in mind
• 24/7 support – Continuous monitoring, maintenance, and optimization
• Security first – Industry best practices for data protection and authentication

💬 Get Started Today #

Ready to transform your document management workflow? Contact us to discuss your integration needs:

• ☎️ +1-855-700-0365
• ✉️ sales@o365hq.com
• 📅 Request a Consultation
• ➡️ Message via Teams

Let's build your integrated document management system with purpose and precision.