Integrating SharePoint to Salesforce

SharePoint to Salesforce integration can be done using the below two components

• File Connect – Access the SharePoint files.
• Lightning Connect – Access the SharePoint Meta information.

Using Salesforce ‘Files Connect’ Component:

Files Connect- ‘Share a copy’ vs ‘Share a reference’:

Using Salesforce ‘Lightning Connect’ Component:

Files Connect – Features

• User access the SharePoint files from Salesforce.
• Share a SharePoint file with the other users, groups in Salesforce.
• Share a SharePoint file to the chatter in Salesforce.
• Browse and search for a SharePoint file from Salesforce.
• Download the SharePoint files from Salesforce.
• Users can also attach the SharePoint files to feeds, groups or records

Lightning Connect – Features

• Provides a simple way to integrate data from SharePoint to Salesforce
• Data transfer is Secure.
• Lightning connect behaves like a custom object, views, tab and reports in Salesforce.
• Auto sync of data between SharePoint and Salesforce
• It consumes data from any external data sources (like SharePoint, Sql Server, etc.)

Lightning Connect vs Files Connect