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How to Perform Salesforce SharePoint Integration? - Evolvous

How to Perform Salesforce SharePoint Integration?

Salesforce SharePoint integration can empower your sales teams and help you achieve better results. The integration between the two platforms will give you the ability to access important sales documents right from your Salesforce platform, thereby eliminating the need to switch between platforms and making your processes more effective. 

As a SharePoint consultant in Canada committed to helping businesses utilize the full potential of the platform, we provide a wide range of SharePoint integration services. In this article, we will look at how you can execute Salesforce SharePoint integration and get the desired results. 

Explore More About Our SharePoint Integration Services:  

Not only Salesforce, but our team can help you with a wide range of third-party applications with your SharePoint environment, enhancing its capabilities. Click here to discover more about our SharePoint integration services and other services for your SharePoint environment. 

What are the Advantages of Salesforce SharePoint Integration? 

Before we delve into the process of SharePoint Salesforce integration, let us look at some of the benefits of making that integration:  

  • Unified Data Management:

Having a centralized platform that combines CRM data and other important sales documents would be of great advantage to your sales team and that is exactly what Salesforce SharePoint integration does. By building a unified data management platform, you can simplify for your sales team, reduce duplication, and enhance the overall data consistency. 

  • Efficient Collaboration

SharePoint Salesforce integration enables seamless collaboration by linking customer-related data in Salesforce with corresponding documents and files in SharePoint. Members of your sales team can easily access all the information and share information. This promotes collaboration and improves the overall productivity of your sales processes. 

  • Improved Customer Services  

When you get quick and easy access to relevant documents with the help of SharePoint and Salesforce integration, you can take effective measures to improve customer service. This results in faster response times, enhanced service delivery, and better customer experience, which helps you to explore better sales opportunities. 

There are several other benefits of Salesforce and SharePoint integration. Contact our team today and discover the range of benefits SharePoint integration can have for your organization. 

What is the Process of Salesforce SharePoint Integration? 

Let us now look at the process of Salesforce SharePoint integration. At Evolvous, we help you integrate Salesforce with both SharePoint online and on-premises. However, in this article, we would look at the process of Salesforce SharePoint online integration.

What are the Different Methods for Salesforce SharePoint Integration? 

Here are two of the most effective ways of Salesforce and SharePoint integration that we use. The ideal way for your organization will be determined after carefully assessing your needs and requirements. 

  1. Out-of-the-Box Integration 

In this method, we can use Salesforce Connect. This feature of Salesforce allows you to connect to external data sources, including SharePoint online.  

  1. Custom Integration using Custom Scripts and APIs 

You can use custom APIs or Application Programming Interfaces to create custom integration tailored to your specific needs. The advantage you get from this approach is the increased flexibility in handling complex scenarios. Some of our clients prefer this method as it gives them closer control over the integration process. 

Comparing the Two Approaches for Salesforce SharePoint Integration - EVOLVOUS

Let us now look at each of the processes for SharePoint online Salesforce integration, in greater detail. 

How to Execute Salesforce SharePoint Integration with Salesforce Connect? 

Executing Salesforce SharePoint online integration with the help of Salesforce Connect is the easier of the two processes, as it requires less technical expertise. Here are the steps that we follow: 

STEP 1: Setting up SharePoint Online 

The first thing that we would do is to ensure that your SharePoint environment is properly setup. We will help you create the necessary document libraries and lists in SharePoint to store the data that you want to integrate. 

STEP 2: Enabling Salesforce Connect 

At this stage, we would need to enable the Salesforce Connect feature. This could be enabled from the ‘Setup’ option and choosing ‘Salesforce connect’ under ‘External Data Source.’ 

STEP 3: Configuring the SharePoint Connect 

Next, we need to connect the SharePoint online site to your Salesforce environment. We will enter the necessary details to set up the connection. 

STEP 4: Defining External Objects  

We will define the External Objects that will represent the data structure in your SharePoint environment. The SharePoint lists or libraries will also be mapped to these External Objects. 

STEP 5: Authentication Set Up 

It is important that we configure the authentication settings to ensure data protection. This might involve providing credentials or setting up OAuth authentication, as required. 

STEP 6: Creating External Data Source Relationships and Mapping Fields 

At this point, our team will work on establishing relationships between the External Objects and Salesforce objects if needed. We will also be mapping the fields between SharePoint and Salesforce objects to ensure proper syncing. 

STEP 7: Testing the Integration 

Finally, we will verify the integration by accessing the SharePoint data through Salesforce. Any issues will be addressed before deployment.

How to Execute Salesforce SharePoint Integration Using REST APIs?

Salesforce integration with SharePoint using REST API gives you two advantages. First, it is fast. Second, it gives you better control over managing the process of integration. Here is overview of the steps we follow for Salesforce integration with SharePoint using REST API 

STEP 1: Creating a Connected App in Salesforce 

We start the process by setting up a connected App to authenticate and authorize the API access. The OAuth settings of the app will also be configured at this stage. 

STEP 2: Configuring SharePoint Online Authentication 

Upon detailed discussion with you, we will determine the ideal authentication mechanism. Based on that, we will set up the necessary authentication details and permissions in SharePoint. 

STEP 3: Obtaining the SharePoint Credentials 

Next, we will need to retrieve the client ID and other necessary SharePoint online API credentials, based on the pre-determined authentication method. 

STEP 4: Develop Apex Class in Salesforce 

This stage, and the subsequent ones, requires in-depth coding knowledge. So, it is recommended that we work with an experienced SharePoint consultant to avoid any errors. 

At this step, we will be writing an Apex class in Salesforce to make the REST API calls. We will also work on the logic for handling authentication, creating requests, and parsing responses. 

STEP 5: Implementing the REST API Calls 

Using the Apex code, REST API calls will be made to the endpoints in SharePoint online. Commonly used endpoints include those for creating, retrieving, updating, or deleting data on SharePoint. 

STEP 6: Mapping and Transforming the Data 

It is important that the Salesforce data to be matched with the corresponding data structure in SharePoint. We will use data transformation and mapping methodologies to match the formats between the two systems. 

STEP 7: Testing the Integration 

The team will conduct thorough testing to ensure that the integration is working flawlessly. Issues will be identified and fixed, before deployment.

How to Execute Salesforce SharePoint Integration Using REST APIs? Testing the Integration - Evolvous

What are the Challenges of Salesforce SharePoint Integration? 

Here are some of the most encountered challenges in SharePoint online Salesforce integration. 

  1. Data Mapping and Synchronization: Fields in Salesforce and SharePoint might have different naming conventions or formats. Matching the data structure between the two systems can also be challenging, especially if you are handling large volumes of data. 
  2. Ensuring Security: Ensuring secure data transmission between the two systems is also a major issue. The right authentication mechanisms, like OAuth and other strategies should be used. 
  3. Error Handling and Monitoring: To maintain data integrity, handling errors and exceptions is crucial. This is the reason you need to implement a proper mechanism for error handling and exceptions which might occur from time to time. 

How Does Evolvous Help? 

As a professional SharePoint consultant, we have handled SharePoint integrations for clients from diverse industrial backgrounds. Here are some of the support services we offer for SharePoint salesforce integration. 

  • Requirement analysis. 
  • Integration solution design and implementation. 
  • Customization 
  • Security and compliance 
  • Testing 
  • Training and documentation 
  • Monitoring and maintenance 
  • Post-integration support 

Explore Our SharePoint Services: At Evolvous, we offer a wide range of services helping you leverage the potential of Microsoft SharePoint. Click here to know more about our SharePoint services. 

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