It is possible to increase both efficiency and effectiveness by integrating SharePoint with Salesforce. By bringing together these two robust systems, you’ll have faster data access, better collaboration across teams, and safer document storage.
It is possible to increase both efficiency and productivity by integrating SharePoint with Salesforce. By bringing together these two robust systems, with Sharepoint Certification Training you’ll learn to have faster data access, better collaboration across teams, and safer document storage.
Now we’ll discuss how to optimize the worth of both the SharePoint feature-rich collaborative platform and the Salesforce best-of-breed CRM platform through integration.
How to Integrate Salesforce and SharePoint Successfully Through Your Integration Strategy?
Table of Contents
Data residency, safety, information architecture, plus external sharing are all important factors to learn about with Sharepoint Certification Training before beginning the Microsoft SharePoint and Salesforce connection process. One by one, let’s examine the rules.
The Four Essentials for a Smooth Integration
Data residency, safety, information architecture, as well as external sharing are all important factors to think about when integrating Salesforce with SharePoint.
Successful integration is vital for organizations in the modern digital economy to develop a more effective and profitable organization. With Sharepoint Certification Training, learn how four guiding concepts, comprising data governance, safety, user experience as well as maintenance will help you succeed.
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Residency of Data:
This follows the “three locations rule,” which mandates that data never leave the country in which it was first created, obtained, or stored. Given the significance of data storage as well as privacy requirements, this is of paramount importance. It guarantees that all of your company’s data, including information about customers, employees, and operations, is stored and processed in compliance with all applicable local regulations.
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Safety:
When combining SharePoint and Salesforce, with Sharepoint Certification Training, learn how data protection must be a key focus. Protect your information from prying eyes by keeping up-to-date security measures.
SharePoint and Salesforce integration provides a new frontier for data exchange. It’s important to think about security settings, though; the fact that the file was viewable on SharePoint doesn’t imply it will be in Salesforce, and vice versa. Different regulations might be necessary depending on the configuration you choose, with some integrations taking advantage of the predefined rights in SharePoint.
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Data Architecture:
If you want to get the most out of any integration project, your information needs to be well-structured and managed. Involved in this process are the categorization, labeling, and cross-system linkage of relevant data pieces.
Benefiting from Salesforce and SharePoint integration requires familiarity with data structures. Without a solid plan in place, it might make matters even more complicated. An organization’s first step in utilizing these services ought to be familiarizing itself with architectural maps to guarantee compliance with rules as well as adequate access control.
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External Sharing:
presently the data has been securely saved and is prepared for your employees, how will other organizations or customers access it? You may need to think about other possibilities, such as the Salesforce licenses of visitors to your Client Portal who are not part of your company. Also, it’s important to consider SharePoint if you want to use it as an add-on to Salesforce; this will let your customers access the files that are most pertinent to them in a centralized location.
SharePoint and Salesforce Integration: Three Possible Approaches
Let’s take a look at three ways in which SharePoint as well as Salesforce can communicate with one another: Salesforce FilesConnect, sFiles, as well as EGNYTE.
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FilesConnect for Salesforce
Salesforce Files Connect makes it simple for IT departments to link their Salesforce instance with SharePoint Online. This paves the way for current library patrons to view files from both locations at once, simplifying cooperation and collaboration. If your current architecture prevents you from doing this, you may want to look into alternative solutions, whether you host your own servers or use a managed service provider.
If you need to generate documents in Salesforce and then upload them to SharePoint, Files Connect might be the answer. An inexpensive test group or sandbox may be up and running in about an hour, and is already part of your Salesforce subscription.
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sFiles
When compared to the standard method of syncing Salesforce with SharePoint, sFiles is a significant improvement. Users may browse and manage numerous folders across multiple drives within a single lightning element thanks to this third-party app’s “iframe view” into their file library. It’s more than just a file you can download; think of it as “files connected on steroids.”
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EGNYTE
Use Salesforce to connect to the EGNYTE system. EGNYTE’s versatility has made it a go-to for many people looking for a solution in recent years. It is a platform on top of SharePoint that facilitates managing files as well as document generation, making the connection procedure with Salesforce easier than ever prior. For individuals already enrolled in EGNYTE, it offers valuable capabilities provided through a similar interface as sFiles – enabling users to explore or upload files right on their mobile device.
Connecting Salesforce and SharePoint via any method guarantees mobile accessibility. With the Salesforce mobile app, you can access all of the files from anywhere, and you can use mobile versions of features like Connect as well as EGNYTE. The accessibility and versatility of these solutions make document management a breeze from anywhere.
Change Management Factors to Think About When Integrating SharePoint with Salesforce
It’s not enough to just link Salesforce and SharePoint as well as expect them to perform nicely together. Incorporating Salesforce into SharePoint without taking into account change management could cause more headaches than they’re worth. It’s important to have everybody from the IT department to the end users take part in the process so that everyone is on the same page.
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Educate users on security best practices by outlining where they must save new files
It’s crucial to define where users ought to save their files and then strictly enforce this policy. Both platforms have their own unique security issues, thus it is the responsibility of administrators to inform users of these issues and how they should respond.
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Ways of gauging conformity
When combining Salesforce and SharePoint, businesses should think about how they will measure compliance. Regular reviews and audits of the data held on both platforms should be part of any company’s framework. By conducting audits on a regular basis, you can make sure that all employees are consistently following all policies and procedures as intended.
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Who is in charge of responding to customer inquiries?
When a business undertakes an integration project, someone must be in charge of fielding user inquiries and solving problems. This person needs to be familiar with both Salesforce as well as SharePoint inside and out and be available at all times.
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File-accessing apps for mobile devices:
Those who are constantly on the move absolutely must have the ability to access their files from a mobile device. Whether you’re using Connected or EGNYTE, owning a mobile-optimized version of the software makes document management considerably more convenient. Apps are available for most popular platforms, allowing users to access and make changes to their files even when they aren’t near a computer.
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SharePoint Solutions Which Empower Teams
Used by over 190 million users across 200,000 businesses, SharePoint solutions allow the staff to share thoughts and materials across numerous teams and regions, without the accompanying burden of having to handle the infrastructure on your own.
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Easy Communication and Coordination:
SharePoint allows you to easily establish fully functional, department-specific, or project-specific team sites. Members of the team can use these websites to easily share files, news, data, and assets using any device they choose.
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Participate in and Educate Your Team:
SharePoint Solutions can also serve as an intranet, connecting employees through personalized portals as well as sites to shared files, calendars, and apps.
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Take Advantage of Group IQ:
With SharePoint, everything you need is within easy reach. SharePoint’s robust content management and effective search features make it easy for your staff to quickly locate any file or document.
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Change the Way You Do Business:
What would you do if you were able to improve your workforce’s efficiency and productivity? With Salesforce Certification Training, learn how SharePoint’s ability to automate business procedures can greatly increase an organisation’s output.
Bottom Line: Which is Better – Salesforce CRM or Microsoft SharePoint?
While Salesforce CRM has a higher overall score (98) than Microsoft SharePoint (92), its implementation cost (TCO) is higher. Salesforce CRM gives users additional functions (21) than Microsoft SharePoint (15).
In need of a reliable customer relationship management system? The true total expense of implementation (TCO), the whole set of features, vendor dependability, user feedback, and the benefits and drawbacks are the main concerns of buyers. This page provides a comparison of the two programs.
Comparing Salesforce.com and Microsoft
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Salesforce.com:
Founded in 1999 and based in San Francisco, California, United States, Salesforce.com Inc. develops and sells corporate software around the world. Salesforce, which is best known for its CRM system, has entered the “social enterprise sector” through a series of acquisitions.
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Microsoft:
Microsoft is an American multinational firm that creates, sells, licenses, and provides technology support for a wide variety of computer-related goods and services. The firm was created by Bill Gates as well as Paul Allen on April 4, 1975. When considering revenue, Microsoft is the largest software company in the world.
Who has higher pricing? What’s better, Microsoft SharePoint or Salesforce CRM?
The true total expense of ownership (TCO) of CRM software include the subscription fees, license charge, training, hardware (if required), customizations, support and maintenance, and other services. The total cost of ownership (TCO) should include all of these “hidden charges.” For both Salesforce CRM as well as Microsoft SharePoint, we developed a TCO (Total Cost of Ownership) calculator.
Salesforce CRM costs as little as $25 per user, each month, which is significantly less than the industry standard. Microsoft SharePoint price begins at $5 per user/month , When compared Microsoft SharePoint to its rivals, the application is rated 2 – substantially lower than the typical CRM software cost.
Which program has more advanced capabilities?
We’ve evaluated Salesforce CRM Vs. Microsoft SharePoint according to some of the most critical and necessary CRM functionalities.
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Salesforce CRM:
The following is a partial list of the characteristics that make this software so “feature-rich”: Case Management, Campaign Dashboard, Campaign Management, Contact Management, Customer Self Service Portal, Customer Support Tracking, Customer Database, Customer Service.
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SharePoint for Microsoft:
Flexible features, including ad hoc analysis, reports, dashboards, and automatic scheduling of reports.
Conclusion
Salesforce’s benefits extend to both individuals and businesses. This Sharepoint Certification Training is ideal for medium-sized businesses that do not have a large budget for document management but yet want the most fundamental tools for efficient teamwork.
Author Bio:
Pradeep is tech-savvy, currently working as a content contributor at mindmajix.com. He writes articles on various tech spaces -Business Intelligence, Testing, Cloud, Project Management, Document Management etc.
