Integrate Salesforce with Office 365

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Office 365

  • No code
  • No Credit Card
  • Lightning Fast Setup

20 Million work hours saved

Award Winning App Integration Platform

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

Want to explore Salesforce + Office 365 quick connects for faster integration? Here’s our list of the best Salesforce + Office 365 quick connects.

Explore quick connects

Looking for the Office 365 Alternatives? Here is the list of top Office 365 Alternatives

  • Gmail Integration Gmail
  • Google Calendar Integration Google Calendar
  • Zoho Mail Integration Zoho Mail
  • Dropbox Integration Dropbox
  • Google Docs Integration Google Docs
  • Quip Integration Quip
  • Smartsheet Integration Smartsheet
Connect Salesforce + Office 365 in easier way

It's easy to connect Salesforce + Office 365 without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

How Salesforce & Office 365 Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Office 365 as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Office 365.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Office 365

Salesforce is a company that specializes in software development and sales management. It was founded in 1999 by Marc Benioff, Parker Harris and Dave Moellenhoff. Its headquarters are in San Francisco, California. It grew from a start-up to a billion dplar company within a few years of its foundation.

Office 365 is an office suite used by businesses for communicating and sharing information with employees. It is a cloud-based service that provides users with applications such as Word, Excel, PowerPoint and Outlook. Its headquarters are located in Redmond, Washington.

Salesforce and Office 365 have been integrated for a while now. They both offer some very useful tops that can help businesses become more efficient and also save time and money. Before the integration, Salesforce was not compatible with Office 365 but now they work together.

The Salesforce and Office 365 integration allows users to access their Microsoft Office documents from Salesforce. This enables users to access documents without having to send them through e-mail. The integration is beneficial to both companies because it helps users increase productivity and it saves time. It also helps save money because instead of paying for external document storage services, companies can use the document storage feature on Salesforce.

Salesforce and Office 365 are integrated so that their users can communicate and share information in real-time using Chatter, which is available on both platforms. Chatter enables real-time communication between users. It is a social network that helps to connect clients, partners and employees. It helps organizations make faster decisions by getting everyone invpved in the decision-making process and getting feedback on important issues. This integration has helped companies save money because it eliminates the need for extra meeting rooms. Instead, employees can stay at their desks or wherever they are working and meet using Chatter. They use the online chat feature to communicate with each other when needed. This feature also makes it easier for employees to work remotely by allowing them to access files even when they are not in the office. This has made remote workers more productive because they do not have to go to the office everyday just to get files.

Salesforce and Office 365 have further integrated their platforms so that there is no need for companies to install separate apps for activities such as data analysis, email marketing, social media management, field service management, human resources management and customer relationship management (CRM. The two platforms also have many similarities such as one being a CRM top and the other being an office suite. Both applications include features such as sharing information across teams and the integration of business processes between different departments of an organization. They also allow businesses to integrate their apps by using custom code and several APIs (Application Programming Interface.

Salesforce and Office 365 have been integrated for a while now and this integration has helped businesses become more efficient by saving time and money. Companies now have access to shared data so that they can make informed decisions without wasting time looking for information that is available on both systems.

For More Details. Salesforce Integration With Office 365

The process to integrate Salesforce and Office 365 may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm