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EPC’s SharePoint Salesforce Integration Services

Microsoft’s SharePoint is one of the more robust, feature-filled, extensible document management platforms in the market. But apart from storing data, it is not specifically tailored with Customer Relationship Management (CRM) capabilities.

Moreover, Salesforce® is a widely used CRM platform that supports the sales and marketing requirements of organizations of all sizes and industries. But when it comes to managing documents, and storage efficiency and capacity, Salesforce wasn’t designed to be a content management system (where it would manage versioning, approvals, large files, or other common requirements.) Instead, it’s a robust CRM system that helps sales departments manage customer accounts, activities, opportunities, and other sales-related items.

Organizations that use both systems for their respective strengths, however, often end up opting for external storage systems, such as Dropbox, for documents. This can require additional licensing and maintenance costs as well as more complex processes for file updating and versioning, which can lead to inefficiencies and lost productivity. Additionally, some of these systems don’t enable the mature collaboration they require to drive highly efficient projects and quality products.

Why Go for SharePoint Salesforce Integration?

Integration between the two best-of-breed systems can help organizations leverage the best features from each while saving costs and reducing the resources required to maintain documentation in two independent platforms. While at the same time, it makes the user experience between the two technologies seamless to help increase productivity and efficiency for users.

Imagine being able to view pertinent SharePoint files directly on a Salesforce account or contact page.

While the benefits of a SharePoint/Salesforce integration are numerous, developing such an interface can be difficult and costly for many organizations to accomplish in-house in a timely manner. 

The Limitations of Managing Documents Within Salesforce

Salesforce provides a set of standard functionalities (Attachments, Files, CRM contents, etc.) to upload and maintain documents. As Salesforce is not a document management software, it comes with certain limitations. This is where bringing in a partner like SharePoint can help.

File Size: Salesforce offers two options for uploading documents – “Attachments” which allows you to upload documents up to 25 MB size, and “File” which allows you to upload documents up to 2 GB size. Document management on a large scale will increase storage costs and may impact the performance of the system over a period of time due to the multitenant architecture of the platform.

Document Accessibility & Data Privacy: Sharing documents from Salesforce with non-Salesforce users is possible only via a public URL. This is not the best option, especially if we are sharing sensitive documents which might also create issues with GDPR compliance. So, if we want to enable quick and efficient collaboration whilst protecting our information, we’d have to acquire additional licenses for the non-Salesforce users.

Real-Time Syncing: Changes in a file made within the user’s local drive will not be automatically synced with the same file in Salesforce and vice versa. The user will have to upload/download and replace the existing file with the new version.

Contact Info
Mailing Address: 4900 Woodway Dr Suite #830 Houston, TX 77056

EPC Group’s SharePoint Salesforce Integration Expertise

How EPC Helps You Achieve It?

Salesforce is a cloud-based powerful CRM that enables companies to optimize entire business processes like Sales, Service, Marketing, and more. Salesforce has a lot of advanced and robust features, but it does have certain limitations in its non-core functionalities.

As a SharePoint Salesforce integration solution provider, we always aim to optimize processes and costs without compromising the platform and solutions we developed around it. One of these supporting functionalities is managing documents and that brings you to the main reason for integrating Salesforce and SharePoint.

There are a number of ways you can integrate SharePoint with Salesforce. However, Microsoft has not released any API to facilitate direct Salesforce SharePoint interactions, so we need to involve a third-party adapter or service. The different ways are:

  • Integrating using a third-party system installed adapter
  • Integrating using a Microsoft Azure-hosted service.
  • Integrating using a third-party integration service.

The Advantages of Integrating Salesforce & SharePoint

SharePoint is a web-based collaborative tool, best known for its document management and storage capabilities. Integrating Salesforce with SharePoint will increase your storage capacity, enabling you to overcome Salesforce’s limitations. Some of the most important advantages are:

Better Organization-Wide Collaboration

Improved Data Protection & GDPR Compliance

Enhanced Efficiency & User Experience

Reduced Operating Costs

What Your Organization Will Achieve with SharePoint Salesforce Integration

  • Cost-Effectiveness: Storing content in Salesforce is far more expensive than storing that same content in SharePoint. Integrating SharePoint into Salesforce provides significantly less expensive content storage costs.
  • Big Files? No Problem: Salesforce doesn’t have the capability to store large documents, while SharePoint commonly stores files as big as 50 MB or larger. Integration between the two systems would eliminate these constraints.
  • Real-Time Availability: All content is available in real-time and continuously synchronized in SharePoint.
  • Document Versioning Control: SharePoint automatically manages file versioning for documents originating in Salesforce giving you more control over what documentation is making its way into your clients’ and partners’ hands.

What’s More with SharePoint Salesforce Integration

  • On-Premises & Cloud SharePoint Instances: Integration can be accomplished for both instance options of SharePoint.
  • Single View of All Salesforce Files: SharePoint enables hierarchies and breadcrumbs to offer easier file management. All interactions with the newly stored files would be via the Salesforce interface.
  • Increased Efficiency: By embedding SharePoint functionality directly into Salesforce, users have a seamless UI/UX as they interact with Account, Contact, Opportunity, or Project pages, which can enable them to be more productive throughout their day.
  • Enhanced Security: Organizations that integrate SharePoint into Salesforce can customize access control to ensure users will see only the SharePoint-hosted content their individual SharePoint credentials entitle them to see, rather than enabling those with any Salesforce access to gain access to all the documents.

Why Choose Us

Why Organizations Recognize EPC Group's Consulting Services as the Industry Leader
EPC Group wrote the book on SharePoint & Power BI
Microsoft Partner for 20+ Years
Over 4 million Office 365 users successfully migrated
200+ years combined senior team migration experience
Expertise migrating to Office 365 in every vertical
EPC Group's Chief Architect Errin O'Connor was on the original SharePoint and
Office 365 Beta teams
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