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Tejaswi Yellepeddi SharePoint to Salesforce
Hello!
I want to integrate a SharePoint sheet that we maintain for our customers with Salesforce Account object, in such a way that if anything is updated in SharePoint, it should get updated in Salesforce as well. Can you please tell me how to do that? How do I map the fields, as the field names in Salesforce are different from those in SharePoint? It is a little urgent! Help is really really appreciated.
Thank you!
I want to integrate a SharePoint sheet that we maintain for our customers with Salesforce Account object, in such a way that if anything is updated in SharePoint, it should get updated in Salesforce as well. Can you please tell me how to do that? How do I map the fields, as the field names in Salesforce are different from those in SharePoint? It is a little urgent! Help is really really appreciated.
Thank you!
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 first way involves building a third-party adapter that had to be physically installed on a computer system and therefore severely limits the cloud based capabilities. The third way involves using a paid or even free integration service, it is easy to use but it is not as flexible as a custom adapter and may prove to be a security risk. Moreover the main point of integration was to save cost so paying to save cost needs to properly analyzed.
So the best cloud integration method left is to use a Microsoft Azure hosted service to integrate your Salesforce and SharePoint.
This method involves multiple steps
Step 1: Salesforce sends authentication request to the Adapter
Step 2: The Adapter passes on the request to the SharePoint
Step 3: SharePoint authenticates the information and passes on a security token for further use
Step 4: The adapter receives the token and passes on the token to Salesforce
Step 5: Using the token as an authentication key, Salesforce then send request to view specific or all accessible files and folders.
Step 6: The Adapter passes on the request along with the token and receives an output which it again passes on to the Salesforce installation.
Step 7: Either the token expires and the process is repeated again, or using the same token more requests are sent and received.
Please see the link below
https://www.linkedin.com/pulse/how-integrate-sharepoint-salesforce-pratyush-kumar
Best Regards
Naga Kiran
All Answers
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 first way involves building a third-party adapter that had to be physically installed on a computer system and therefore severely limits the cloud based capabilities. The third way involves using a paid or even free integration service, it is easy to use but it is not as flexible as a custom adapter and may prove to be a security risk. Moreover the main point of integration was to save cost so paying to save cost needs to properly analyzed.
So the best cloud integration method left is to use a Microsoft Azure hosted service to integrate your Salesforce and SharePoint.
This method involves multiple steps
Step 1: Salesforce sends authentication request to the Adapter
Step 2: The Adapter passes on the request to the SharePoint
Step 3: SharePoint authenticates the information and passes on a security token for further use
Step 4: The adapter receives the token and passes on the token to Salesforce
Step 5: Using the token as an authentication key, Salesforce then send request to view specific or all accessible files and folders.
Step 6: The Adapter passes on the request along with the token and receives an output which it again passes on to the Salesforce installation.
Step 7: Either the token expires and the process is repeated again, or using the same token more requests are sent and received.
Please see the link below
https://www.linkedin.com/pulse/how-integrate-sharepoint-salesforce-pratyush-kumar
Best Regards
Naga Kiran
Thank you so much!