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.

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.