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.
Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.SharePoint Integrations
SharePoint + SalesforceCreate Custom Object to Salesforce from New List in SharePoint Read More...
SharePoint + SalesforceUpdate Contact in Salesforce when New List is created in SharePoint Read More...
SharePoint + SalesforceUpdate Custom Object in Salesforce when New List is created in SharePoint Read More...
It's easy to connect Salesforce + SharePoint without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers whenever new item created in the list.
Triggers whenever new list created.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Salesforce is an application used to manage sales and marketing operations. It is a web-based software that is used by the sales team to access data, update records, and keep track of the sales process. This cloud based application covers many aspects of business processes such as:
Sales Force Automation. Customer Relationship Management (CRM. system.
Customer Relationship Management (CRM. system. Business Process Automation. Human capital management, service management, field service automation, campaign automation, and project management.
Human capital management, service management, field service automation, campaign automation, and project management. Sales Force Analytics. Analytical tops to help monitor and analyze the progress of sales campaigns.
Analytical tops to help monitor and analyze the progress of sales campaigns. Marketing Automation. Campaign tracking, lead management, and marketing analytics.
Campaign tracking, lead management, and marketing analytics. Workforce Success. Talent acquisition and performance management.
Microsoft SharePoint is a server-based web application that provides document management and cplaboration services for organizations. The cplaboration features include blogs, wikis, surveys, and discussion forums. Organizations use SharePoint to store all their documents in one place, enabling easy access from any device and providing a central storage location for backup and disaster recovery purposes.
Integration of Salesforce and SharePoint enables the organization to provide a seamless experience for both customers and employees. Salesforce provides the sales team with a single source of truth for customer relationships while SharePoint provides a single point of entry where customers can cplaborate on the documents related to the products or services they are interested in.
The process to integrate Salesforce and SharePoint 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.