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Salesforce SharePoint Integration

Salesforce SharePoint Integration

Salesforce SharePoint Integration

Industry:
Telecom

Technology Used:

  • Salesforce Sales Cloud
  • SharePoint Online
  • Lightning Web Components (LWC)
  • REST API
  • OAuth 2.0

Client:

A nationwide telecommunications company seeking to streamline document management and enhance communication across sales and marketing teams.

Requirement:

    The client utilized Salesforce Sales Cloud for sales activities and SharePoint Online for document storage and sharing. This resulted in

  • Data Silos:Documents scattered across two platforms, causing confusion and hindering collaboration.
  • Tracking Difficulties:Difficulty in tracking document versions and maintaining a centralized repository.

Solution Delivered:

TechWize implemented a custom LWC application for seamless Salesforce-SharePoint integration

  • Real-Time Synchronization:Enabled real-time bi-directional file synchronization between platforms.
  • Seamless File Management:Search for SharePoint files directly within Salesforce, Upload files from Salesforce directly to SharePoint, Upload files from Outlook integrated with Salesforce to SharePoint, Preview and download SharePoint files within Salesforce
  • Enhanced Associability:Associated SharePoint files with relevant Salesforce records (Accounts, Contacts, Opportunities).
  • Secure Sharing:Facilitated secure sharing of SharePoint files with contacts via email.
  • Customizable Settings:Leveraged custom settings for flexible configuration and user preferences.
  • Single Sign-On (SSO):Implemented SSO using Salesforce SAML settings for streamlined access.
  • Comprehensive Documentation:Provided a detailed user guide for smooth usage and customization.

Results:

The client was able to get the following results –

The implemented solution eliminated data silos, enabling

  • Improved Communication:Enhanced collaboration and information flow between sales and marketing teams.
  • Increased Efficiency:Streamlined document management processes and reduced time spent searching for files.
  • Enhanced Visibility:Centralized access to all relevant documents within Salesforce.
Salesforce Org Establishment and Sales & Marketing Cloud Implementation

Salesforce Org Establishment and Sales & Marketing Cloud Implementation

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