Integrating Salesforce with Microsoft SharePoint provides several benefits: it allows for cross-departmental collaboration by connecting employees from different teams; files can be easily managed and stored at reduced costs compared to storing in Salesforce alone; and files are accessible in real-time to authorized users as they are constantly synchronized between the two systems. The document discusses how the integration of these two systems can improve productivity and efficiency for users by leveraging the best features of each platform while saving costs and enhancing file collaboration capabilities.
2. Something About SharePoint
Microsoft’s SharePoint is one of the most
robust, feature filled, extensible document
management platforms in the market.
With SharePoint, employees can open,
review, edit and share documents from
anywhere in the world. It can work as a
shared file repository, blog site, web
content management system, and even an
intranet.
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3. Integrating Salesforce with SharePoint
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An integration between the two best-of-breed systems,
Salesforce & SharePoint, helps enterprises leverage the
best features from each while saving costs & improving
the file collaboration capabilities between the two
independent platforms. While at the same time, it
makes the user experience between the two
technologies so seamless that it increases productivity
and efficiency for users.
5. 1) Cross-departmental Collaboration
Connect employees company-wide & bring in
people from different teams like sales,
marketing, finance, etc for better project
collaboration & decision making
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6. 2) Easier Document Management
Seamlessly collaborate on several documents
at once & store a large volume of Salesforce
files & documents. Automatically manage the
file versions of documents as well
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7. 3) Reduced File Storage Costs
Users get significantly less file storage costs
by migrating Salesforce files to SharePoint.
Also SharePoint itself costs very less
compared to file storage in Salesforce
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8. 4) EasyAccessibility for Files
All files are available in real-time & can be
accessed by anyone with proper permissions
as all files are constantly synchronized in
SharePoint
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9. 5) Enhanced Security
Customized access controls that ensure only
authorized users will see the files stored in
SharePoint. Simplified protection for sensitive
business files & information
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10. Build a System That Your
Salesforce Users Will Love with
XfilesPro
XfilesPro can help organizations solve their
unique file storage needs in Salesforce as
well enable increased collaboration by
seamlessly integrating SharePoint with the
system
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