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gilbert8109gilbert8109 

Salesforce - Sharepoint Integration

Can someone tell me step one in terms of researching how to go about integrating Sharepoint and Salesforce?  I've read some threads and seen some articles online but I'm not sure where to begin.

 

To start I just want to know how I would get SF reports and dashboards in a Sharepoint site.

 

Any help is really appreciated.  Thanks. 

Cool_DevloperCool_Devloper

Is it a windows sharepoint?

 

Do you want the data or the full report to be shown there?

 

Cool_D

gilbert8109gilbert8109
Yes Windows Sharepoint.  I would like to show a Salesforce report in sharepoint.  How do I start doing that?  Thanks.
Cool_DevloperCool_Devloper

Well, you got few options for doing that-

 

1. Implement SSO so that the users can directly click on a link and are re-directed to the Salesforce report screen

2. Write a webservice, which will pass on the data to you and invoke it from the sharepoint. You have to then build the report and show it within sharepoint.

3. Create a Site page in your salesforce org and show a custom report on it which runs based on the querystring parameters. While calling this Site page from sharepoint, pass on the parameters as applicable.

 

Hope this helps!!

Cool_D