🚀 Transform Salesforce with Microsoft Power Apps #

Build custom sales apps and automate CRM workflows — no coding required. #

Manual data entry in Salesforce and disconnected processes slow down sales teams and create errors.

With IT Partner’s Salesforce + Power Apps Integration, your team can:

• Create custom Salesforce interfaces for mobile or desktop users
• Automate lead routing, approvals, and data syncs with Power Automate
• Connect Salesforce with 500+ systems (ERP, SharePoint, SQL, etc.)
• Build field sales apps with offline capabilities and seamless sync

🔗 What This Integration Does #

We connect Microsoft Power Apps with Salesforce using Power Automate and Salesforce REST API to:

• Design tailored UIs for Accounts, Contacts, and Opportunities
• Trigger real-time Salesforce updates from Power Apps forms
• Automate complex workflows like quote approvals or contract generation
• Secure app access with Azure AD and Salesforce permissions
• Enable offline data capture with automatic sync when reconnected

💡 Why It Matters #

Without integration:

• ❌ Salesforce's standard UI lacks flexibility for field teams
• ❌ Manual processes create duplicate or outdated records
• ❌ Approval workflows rely on email chains and spreadsheets

With integration:

• ✅ Custom apps streamline data entry for sales reps
• ✅ Real-time sync eliminates manual updates
• ✅ Role-based access via Azure AD and Salesforce profiles

🚀 Key Benefits #

• Replace spreadsheets – Capture leads, contacts, and opportunities directly in Power Apps
• Accelerate approvals – Automate quote/contract workflows with Power Automate
• Extend Salesforce – Add custom functionality without complex Apex code
• Work offline – Field teams can enter data anytime with auto-sync later

⚙️ How It Works #

1. Authenticate securely using Azure AD and Salesforce OAuth 2.0
2. Design Power Apps connected to Salesforce objects (Leads, Accounts, etc.)
3. Build Power Automate flows to sync data, trigger approvals, or call Salesforce APIs
4. Deploy mobile-ready apps with offline capability for field teams
5. Monitor and optimize with built-in Power Platform analytics

Requirements:

• Salesforce Professional Edition or higher (API access required)
• Power Apps Per User or Per App license
• Power Automate Premium for complex workflows

🎯 Who's This For? #

• Sales teams needing custom mobile interfaces
• Operations teams automating quote/contract workflows
• Field service teams requiring offline access to CRM data
• IT teams extending Salesforce without complex coding

🏆 Why Choose IT Partner LLC #

• Microsoft + Salesforce certified integration experts
• Pre-built templates for common sales scenarios
• End-to-end support from design to deployment
• Proven conflict resolution for offline sync challenges

💬 What's Next? #

Transform your Salesforce experience with custom Power Apps and automated workflows.

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