It's common to manually transfer data to Salesforce while checking file data registered in Microsoft SharePoint. Have you ever entered incorrect data due to file mix-ups or typing errors? If you need to make corrections, it becomes a double effort and isn't very efficient.
To avoid such situations, it's recommended to integrate Microsoft SharePoint with Salesforce!By utilizing API-based app integration, you can automatically transfer data from Microsoft SharePoint to Salesforce!
Hearing about API integration might sound difficult, but with Yoom, which allows app integration without programming, there's no need for specialized knowledge. We provide a step-by-step guide with images on how anyone can easily integrate apps, so take this opportunity to experience automation!
For those who want to try it quickly
By using Yoom, you can easily integrate Microsoft SharePoint and Salesforce with no code. Yoom offers pre-prepared templates for integrating Microsoft SharePoint and Salesforce, so you can achieve integration immediately just by registering, even without API knowledge.
Once the file is stored in Microsoft SharePoint, add the file information to Salesforce.
■Overview The workflow "Add file information to Salesforce when a file is stored in Microsoft SharePoint" streamlines file management. File information is automatically added at the same time as storage, leading to improved business efficiency.
■Recommended for ・Those managing files using Microsoft SharePoint ・Those who want to quickly reflect file information uploaded to Microsoft SharePoint in Salesforce ・Those who find manual addition of file information cumbersome ・Companies using Salesforce for customer and project management ・Companies wanting to quickly share file information with sales teams
■Note ・Please link Yoom with both Microsoft SharePoint and Salesforce. ・You can select the trigger interval at 5, 10, 15, 30, or 60-minute intervals. ・The shortest trigger interval varies depending on the plan, so please be aware. ・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail. ・Salesforce is an app available only with the team plan and success plan. In the case of the free plan and mini plan, operations or data connects of the set flow bots will result in errors, so please be aware. ・Paid plans such as the team plan and success plan offer a 2-week free trial. During the free trial, you can use apps subjected to restrictions.
What You Can Do by Integrating Microsoft SharePoint and Salesforce
By integrating the APIs of Microsoft SharePoint and Salesforce, you can automatically link data from Microsoft SharePoint to Salesforce! For example, you can automatically perform data integration like the following without human intervention.
Add File Information to Salesforce When a File is Stored in Microsoft SharePoint
This flow automatically adds file information to Salesforce when a file is stored in Microsoft SharePoint. You can centrally manage related data, which is expected to improve the efficiency of sales activities and support operations.
Once the file is stored in Microsoft SharePoint, add the file information to Salesforce.
■Overview The workflow "Add file information to Salesforce when a file is stored in Microsoft SharePoint" streamlines file management. File information is automatically added at the same time as storage, leading to improved business efficiency.
■Recommended for ・Those managing files using Microsoft SharePoint ・Those who want to quickly reflect file information uploaded to Microsoft SharePoint in Salesforce ・Those who find manual addition of file information cumbersome ・Companies using Salesforce for customer and project management ・Companies wanting to quickly share file information with sales teams
■Note ・Please link Yoom with both Microsoft SharePoint and Salesforce. ・You can select the trigger interval at 5, 10, 15, 30, or 60-minute intervals. ・The shortest trigger interval varies depending on the plan, so please be aware. ・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail. ・Salesforce is an app available only with the team plan and success plan. In the case of the free plan and mini plan, operations or data connects of the set flow bots will result in errors, so please be aware. ・Paid plans such as the team plan and success plan offer a 2-week free trial. During the free trial, you can use apps subjected to restrictions.
Store Form Attachments in Microsoft SharePoint and Add File Information to Salesforce
This flow automatically saves files attached to forms in Microsoft SharePoint and registers the file information in Salesforce as well. Quick data sharing can be expected.
Store form attachments in Microsoft SharePoint and add file information to Salesforce.
■Overview The workflow 'Store form attachments in Microsoft SharePoint and add file information to Salesforce' reduces the hassle of file management. Since file storage and information addition are performed automatically, work efficiency will improve.
■Recommended for ・Those who manage files using Microsoft SharePoint ・Those who use Salesforce for customer and sales management ・Those who want to quickly upload form attachments to SharePoint and smoothly add that file information to Salesforce ・Those who want to eliminate the hassle of manually moving files and improve business efficiency ・Those who want to automate the integration of file management and customer management to reduce errors
■Notes ・Please integrate Yoom with both Microsoft SharePoint and Salesforce. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flowbot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
OCR Files Stored in Microsoft SharePoint and Add to Salesforce
This flow automatically analyzes files stored in Microsoft SharePoint using OCR and adds the extracted text data to Salesforce. It promotes the digitization of documents, contributing to improved searchability and operational efficiency.
OCR files stored in Microsoft SharePoint and add them to Salesforce.
■Overview Using the 'OCR files stored in Microsoft SharePoint and add to Salesforce' workflow makes it easier to manage file information. You can improve work efficiency by eliminating the need for manual data entry.
■Recommended for - Those who manage files using Microsoft SharePoint - Those who want to quickly reflect files stored in Microsoft SharePoint in Salesforce - Company representatives aiming to improve work efficiency - Those who want to improve business processes using OCR technology - Those who regularly use Salesforce and want to share data quickly
■Notes - Please connect both Microsoft SharePoint and Salesforce with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval depends on your plan. - Salesforce is an app that can only be used with the Team Plan or Success Plan. If you are on the Free Plan or Mini Plan, the operations or data connections set for the Flowbot will result in errors, so please be careful. - Paid plans such as the Team Plan or Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted. - Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
Let's Create a Flow to Integrate Microsoft SharePoint and Salesforce
Let's get started by creating a flow that integrates Microsoft SharePoint and Salesforce! We will use Yoom to proceed with the integration of Microsoft SharePoint and Salesforce without any code, so if you do not have a Yoom account yet, please create one from this registration form.
[About Yoom]
This time, we will create a flow bot that creates a task in Salesforce when a record is registered in Microsoft SharePoint! The creation process is broadly as follows.
Integrate Microsoft SharePoint and Salesforce with My Apps
Copy the template
Set the trigger for Microsoft SharePoint and the action for Salesforce
Set the trigger to ON and complete the preparation for flow operation
Once the file is stored in Microsoft SharePoint, add the file information to Salesforce.
■Overview The workflow "Add file information to Salesforce when a file is stored in Microsoft SharePoint" streamlines file management. File information is automatically added at the same time as storage, leading to improved business efficiency.
■Recommended for ・Those managing files using Microsoft SharePoint ・Those who want to quickly reflect file information uploaded to Microsoft SharePoint in Salesforce ・Those who find manual addition of file information cumbersome ・Companies using Salesforce for customer and project management ・Companies wanting to quickly share file information with sales teams
■Note ・Please link Yoom with both Microsoft SharePoint and Salesforce. ・You can select the trigger interval at 5, 10, 15, 30, or 60-minute intervals. ・The shortest trigger interval varies depending on the plan, so please be aware. ・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail. ・Salesforce is an app available only with the team plan and success plan. In the case of the free plan and mini plan, operations or data connects of the set flow bots will result in errors, so please be aware. ・Paid plans such as the team plan and success plan offer a 2-week free trial. During the free trial, you can use apps subjected to restrictions.
Step 1: Integrate Microsoft SharePoint and Salesforce with My Apps
[Preparation for Salesforce] When integrating Salesforce with Yoom, some settings are required on the Salesforce side as well. After logging in, click the settings button at the top right and proceed with the settings. Please refer to this for detailed information. How to Register My Apps in Salesforce | Yoom Help Center
1)After logging into your Yoom account, register the app you will use next. Click "My Apps" and select "+ Add".
2)A list of apps that can be connected with Yoom will be displayed, and you can search for each app one by one from the search window.
[For Salesforce] Once you can select Salesforce, log in with the account name you will use. * If you are already integrated with other services, the API integration with Yoom may not function properly. Please be careful.
3)Once registration is complete, an icon will be displayed in My Apps. Please check if the icon of the registered app is displayed.
Step 2: Copy the Template
1) First, click on the "Try it" icon.
Once the file is stored in Microsoft SharePoint, add the file information to Salesforce.
■Overview The workflow "Add file information to Salesforce when a file is stored in Microsoft SharePoint" streamlines file management. File information is automatically added at the same time as storage, leading to improved business efficiency.
■Recommended for ・Those managing files using Microsoft SharePoint ・Those who want to quickly reflect file information uploaded to Microsoft SharePoint in Salesforce ・Those who find manual addition of file information cumbersome ・Companies using Salesforce for customer and project management ・Companies wanting to quickly share file information with sales teams
■Note ・Please link Yoom with both Microsoft SharePoint and Salesforce. ・You can select the trigger interval at 5, 10, 15, 30, or 60-minute intervals. ・The shortest trigger interval varies depending on the plan, so please be aware. ・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail. ・Salesforce is an app available only with the team plan and success plan. In the case of the free plan and mini plan, operations or data connects of the set flow bots will result in errors, so please be aware. ・Paid plans such as the team plan and success plan offer a 2-week free trial. During the free trial, you can use apps subjected to restrictions.
2) The following confirmation screen will appear, click "OK".
If it appears as shown below, the template has been copied.
The title and details can be edited by clicking on them. Also, the copied template is saved in My Projects, so you can open it from there as well.
Step 3: Set a trigger to activate when a file is created or updated in a specified folder in Microsoft SharePoint
Click on the icons with "!" on the right in order from top to bottom to set the operations. 1) First, let's click on "When a file is created or updated in a specified folder in the site"!
2) Ensure that the action "When a file is created or updated in a specified folder in the site" is selected, and click "Next".
When you click the box, the linked site IDs will be displayed, so please select the site ID you want to use. Also, the folder ID can be selected by setting the site ID. Please select the site ID and folder ID you want to use.
If the test is successful, click "Save".
Step 4: Set an action to add a record in Salesforce
1) Return to the flow and click on the "Operate Database Add Record" icon.
*Salesforce is an app for those using the Team Plan or Success Plan. If you use it with the Free Plan or Mini Plan, the flow bot operations and data connect will result in errors, so please be careful. *There is a two-week free trial for paid plans (Team Plan, Success Plan). During the trial period, you can try Salesforce, which is usually restricted, without any issues. Please take this opportunity to experience various features.
2) Ensure that the action "Add Record" is selected, enter the database integration, and click "Next".
The API reference name of the object can be selected by setting the My Domain URL. Please select the API of the object you want to use.
3) Enter the required fields.
For entering the values of the records to be added, you can select the output from Microsoft SharePoint obtained earlier. Please select the corresponding item from the output. About Output | Yoom Help Center
Once the input is done, click "Test". After the test is complete, click "Save".
This completes the flow of 【When a file is stored in Microsoft SharePoint, add file information to Salesforce】.
Step 6: Test and Confirm
Once the setup is complete, the following display will appear, click "Turn on Trigger". Start the flow bot and check if it operates correctly.
If you want to link Salesforce information to Microsoft SharePoint
This time, we introduced how to register inquiries from Microsoft SharePoint to Salesforce, but if you want to link Salesforce information to Microsoft SharePoint, please also use the following template.
When a lead is registered in Salesforce, create a folder in Microsoft SharePoint
This flow automatically creates a corresponding folder in Microsoft SharePoint when a new lead is registered in Salesforce. It is expected to improve the efficiency of organizing related materials and facilitate smooth sales activities.
When a lead is registered in Salesforce, create a folder in Microsoft SharePoint.
■Overview The workflow 'Create a folder in Microsoft SharePoint when a lead is registered in Salesforce' contributes to the efficiency of folder creation tasks. It allows automatic creation of folders for each company, leading to improved operational efficiency.
■Recommended users for this template - Those who manage customers using Salesforce - Those who want to quickly create folders every time a lead is registered in Salesforce - Those aiming to improve operational efficiency by integrating Salesforce with Microsoft SharePoint - Those using Microsoft SharePoint for document management - Those who want to organize materials and documents quickly
■Notes - Please integrate both Salesforce and Microsoft SharePoint with Yoom. - The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval differs depending on the plan. - There are home and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and authentication might fail if you are not subscribed to the general business plan. - Salesforce is an application available only in Team Plan and Success Plan. Operations or data connects for Flowbots set in free or mini plans will result in errors, so please be aware. - Paid plans like Team Plan or Success Plan offer a 2-week free trial. Apps subject to restrictions can be used during the free trial period.
Create a Folder in Microsoft SharePoint When an Account is Registered in Salesforce
This flow automatically creates a corresponding folder in Microsoft SharePoint when a new account is registered in Salesforce. It streamlines document management for each account and facilitates smooth information sharing.
When an account is registered in Salesforce, create a folder in Microsoft SharePoint.
■Overview This is a workflow that automatically sends notifications to Microsoft Teams when a new item is added or updated in a list on Microsoft SharePoint. It allows you to communicate important updates to members in real-time, enabling prompt responses.
■Recommended for ・Those who use Microsoft SharePoint for project management and want to facilitate smooth information sharing ・Team leaders who use Microsoft Teams daily and want to make effective use of the notification feature ・IT personnel considering workflow automation and aiming to integrate SharePoint and Teams ・Executives who want to strengthen team communication
■Notes ・Please integrate Yoom with both Microsoft SharePoint and Microsoft Teams. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The "Save files uploaded to Box to Microsoft SharePoint" workflow is a business workflow that automates data transfer between cloud storage services. By utilizing Yoom, files uploaded to Box are automatically saved to SharePoint, significantly reducing the manual transfer work and file management effort. This improves the overall work efficiency of the team and allows for smooth management of important files.
■Recommended for ・Business users who regularly use Box and Microsoft SharePoint ・Team leaders or managers who spend time on manual file transfers ・IT personnel who want to streamline cloud storage integration and automate business processes ・Companies that want to reduce file management errors and enhance security
■Notes ・Please integrate Yoom with both Box and Microsoft SharePoint. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful. ・For details on the file size that can be handled by triggers and each operation, please refer to the following. https://intercom.help/yoom/en/articles/9413924
■ Overview The “Request DocuSign signatures for files uploaded to Microsoft SharePoint” flow is a business workflow that automates document management and e-signature processes. By using this workflow, when a file is uploaded to Microsoft SharePoint, a signature request is automatically sent via DocuSign, which can improve operational efficiency and accuracy.
■ Recommended for ・ Users who already use Microsoft SharePoint and DocuSign and want to simplify the steps for sending signature requests ・ Business users who want to automate document management and e-signature processes to improve operational efficiency ・ Personnel who manually use DocuSign to send signature requests after uploading files to Microsoft SharePoint ・ Leaders who aim to standardize business workflows and establish a unified process across the team
■ Notes ・ Please connect Yoom with both Microsoft SharePoint and DocuSign. ・ Microsoft 365 (formerly Office 365) offers home plans and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail. ・ You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes. ・ The minimum available trigger interval varies by plan.
■Overview The "Notify Outlook when an item in a list is updated in Microsoft SharePoint" flow is a business workflow that immediately informs Outlook of list updates in Microsoft SharePoint. There are times when quick notifications to the entire team are necessary to ensure that updates in Microsoft SharePoint are not missed. With this workflow, every time an item is updated in Microsoft SharePoint, a notification is automatically sent to Outlook, enabling efficient information sharing.
■Recommended for ・Those who use Microsoft SharePoint regularly and want to keep track of list updates in real-time ・Those who want to quickly share information with team members using email notifications in Outlook ・IT administrators who want to reduce manual notification tasks and improve operational efficiency ・Project managers who want to prevent business delays due to missed information updates
■Notes ・Please link both Microsoft SharePoint and Outlook with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The 'Automatically register inquiry emails received in Gmail to Salesforce' workflow leverages the integration between Gmail and Salesforce to automatically register inquiry emails to Salesforce.
■Recommended for - Sales and support personnel managing a large number of inquiry emails in Gmail - IT personnel looking to centralize customer data management using Salesforce - Company managers seeking to improve work efficiency, who are spending too much time on manual data entry - Team leaders aiming to enhance data accuracy and reduce human errors
■Notes - Please integrate Gmail and Salesforce with Yoom respectively. - Salesforce is an application available only under the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set for Flow Bots will result in errors, so please be aware of this. - Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use apps that are otherwise restricted during the free trial period.
This is a flow to notify Chatwork when the opportunity phase in Salesforce is completed.
■Notes ・Please connect both Salesforce and Chatwork with Yoom. ・The trigger interval can be selected from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval may vary depending on the plan. ・Salesforce is an app that can only be used with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations or data connections set for the flow bots will result in errors, so please be careful. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use the restricted apps.
■Overview The "When a file is uploaded to Salesforce, save it to Google Drive" flow is a business workflow that automates the integration between Salesforce and Google Drive. By using Yoom to automatically save files uploaded to Salesforce to Google Drive, it reduces manual transfer work and improves the efficiency of file management. This enables centralized data management, leading to increased business productivity.
■Recommended for ・Business users who use Salesforce and Google Drive on a daily basis ・Sales and marketing personnel who are spending time on manual file transfers ・IT personnel who want to streamline data management and automate business processes ・Team leaders who want to easily back up and share files
■Notes ・Please connect each of Salesforce and Google Drive with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・【Salesforce】is an app available only on the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, any operations or data connect of the set flow bots will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use the apps that would normally be restricted.
■ Overview Each time a Salesforce opportunity stage is updated, manually registering meetings and other events in Google Calendar is time-consuming and may lead to input errors or missed entries. By using this workflow, you can automatically create events in Google Calendar, triggered when a Salesforce opportunity is updated to a specific stage. This automates the registration of important events and enables smoother sales activities.
■ Recommended for ・Sales reps who find manual event registration burdensome when managing opportunities in Salesforce ・Managers who oversee sales team activities and want to prevent missed registrations or sharing ・Those who want to integrate Salesforce with Google Calendar to streamline sales processes
■ Notes ・Please connect Yoom with both Salesforce and Google Calendar. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・Salesforce is available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, Flowbot operations or Data Connect you configure will result in errors. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
By integrating Microsoft SharePoint data with Salesforce, you can save the effort of manually transferring file data and simplify the association between data and files. This should help improve work speed and prevent errors in data transfer!
Moreover, the key point of this integration is that it can be achieved without programming knowledge! With Yoom, such app integration becomes easily possible.
Even beginners in app integration can easily implement it and try automation quickly during work breaks!
While exploring ways to improve operational efficiency in a small to medium-sized enterprise in a region with limited human resources, we discovered Yoom. I was amazed at how much efficiency could be achieved by implementing Yoom, something I had casually wished for. Even without any knowledge or experience in systems or programming, our operations have significantly transformed, and I am writing to share this experience with many others who might feel the same way.
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