Transform your SharePoint workspace by integrating it with Salesforce, courtesy of adenin's sophisticated platform. This powerful integration merges the capabilities of Salesforce with SharePoint, allowing you to access and manage your Salesforce data directly from SharePoint. With this setup, searching Salesforce records becomes a breeze from within SharePoint, streamlining your workflow and keeping you within the Microsoft 365 ecosystem.

Key Features of the Salesforce-SharePoint Integration:

Web Part Integration: Directly embed Salesforce data into SharePoint, creating a unified dashboard for all your critical business information.

Advanced Search: Effortlessly search for Salesforce entries from within SharePoint, simplifying data retrieval without needing to leave the platform.

Microsoft 365 Compatibility: Designed to complement your Microsoft ecosystem, ensuring seamless operation with your Microsoft 365 apps.

Uses Adaptive Card extension: Use this integration both as a regular web part as well as a Viva Connections dashboard card (ACE)

Benefits:

Boost Productivity: Minimize app-switching, focusing on what's important within a single interface.

Centralize Data Visibility: Aggregate your Salesforce data in SharePoint for easy access and management.

Enhance Collaboration: Share vital Salesforce data with your team directly on SharePoint, facilitating better teamwork and decision-making.

Streamlined Data Management: Organize your data handling processes more efficiently with integrated tools.

Developers Will Appreciate:

Simplified Setup: Quick installation and maintenance with robust API support for customization needs.

Developer-Friendly Environment: Adapt and extend your integration with ease, supported by comprehensive documentation and technical assistance.

Dive into a Unified Work Experience

Begin with adenin today and unlock a harmonized workflow between Salesforce and SharePoint. Embrace this integration and elevate your productivity to new heights.

Frequently asked questions about SharePoint Salesforce integration

What data sources are available for Salesforce?

Salesforce integration offers access to data sources like "Create Case," "Create Event," "Open Cases," and "SOQL Query," providing a wide range of options for data retrieval and management directly within SharePoint.

Is the SharePoint integration free?

While SharePoint integration via adenin is free, using Salesforce data through this platform may incur additional charges based on your chosen adenin plan. For complete pricing details, visit adenin's pricing page.

Who is this integration designed for?

This integration is a perfect match for Customer Service, IT, and Marketing teams looking to streamline their Salesforce data management without the need for extensive technical knowledge. adenin simplifies the entire process from authentication to data presentation within SharePoint.

What is adenin?

Adenin is a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as SharePoint are free, the use of adenin (including using data from Salesforce) incurs usage charges according to your plan. See the pricing page for details →

Is technical knowledge required for this integration?

No, the integration is built for ease of use, requiring no coding skills for setup. adenin offers an intuitive Card designer for customization, ensuring a straightforward integration process for managers and professionals alike.

How is data security handled?

Adenin utilizes secure OAuth standards for all data transactions, ensuring your information is safely managed. You can revoke access at any time, with adenin committing to high data security and privacy standards.

Embrace the seamless integration of Salesforce and SharePoint with adenin and transform how you access, manage, and collaborate on your Salesforce data within your SharePoint environment.

Salesforce integration by adenin

by adenin TECHNOLOGIES Inc