Integrate Salesforce with OneDrive

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

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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 OneDrive

Microsoft OneDrive backs up, protects, syncs, and makes your photographs and data accessible across all of your devices.

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

Explore quick connects

Looking for the OneDrive Alternatives? Here is the list of top OneDrive Alternatives

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Connect Salesforce + OneDrive in easier way

It's easy to connect Salesforce + OneDrive 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 File

    Triggers when a new file is added.

  • New Folder

    Triggers when a new folder is added.

  • 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 Folder

    Creates a new folder.

  • Create New Text File

    Creates a brand new text file from plain text content you specify.

  • Upload File

    Upload an existing file.

How Salesforce & OneDrive 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 OneDrive 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 OneDrive.

    (2 minutes)

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

Integration of Salesforce and OneDrive

Salesforce?

Salesforce is a cloud computing company which provides the software on cloud and provide the services. The customer can access this software from any of the device with internet connection. It is more used for providing the management to the customer and it helps salesperson in generating the leads and increasing sales. It uses the CRM which is the customer relationship management which helps in building the relationships with the customers such as, support, marketing, etc. It is also used for keeping the information about the customers in one place so that they can easily use it.

OneDrive?

OneDrive is an online storage service owned by Microsoft. It provides free storage space to their users. It is a part of Office 365 suite which provides many other free tops to their users. Its main purpose is to store files in the cloud and share them across devices. Users can access these files from both Office and non-Office applications. OneDrive is also used for sharing photos and videos with friends and family. OneDrive also works on non-Microsoft devices where as Salesforce only works on Windows based operating system.

Integration of Salesforce and OneDrive

The integration of Salesforce and OneDrive makes it easier for the users to work together. The integration of these tops saves much time for the employees as they can directly access the file in Salesforce from there instead of downloading it and editing it. It also increases the efficiency of work as the data is automatically updated in Salesforce when changes are made to that data in OneDrive. For example, if the employee update his contact information, then it will automatically be updated to Salesforce without doing anything. Another benefit of integration of these tops is, that users can access all their files from anywhere using their smartphones or tablets.

Benefits of Integration of Salesforce and OneDrive

The benefits of integration of Salesforce and OneDrive are listed below:

Employees can easily access their documents from anywhere using their smartphone or tablet. It saves time of the employees as they don’t have to download documents or install any software’s to work on them. It increases productivity as data is automatically updated in Salesforce when changes are made to that data in OneDrive. This integration helps employees in getting access to all files at one place without having to manually upload them again and again. If there is an error while uploading any file then only one file will be uploaded rather than multiple files. Employees can add new documents at any time without making any changes in the existing document structure as it all gets stored within the same structure of fpders within OneDrive. Users can easily find out who made any changes to any file by checking the history of changes. It saves time when working remotely as users don’t need to be connected to Internet all the time to access their files and data.

The process to integrate Salesforce and OneDrive 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