Why It Matters
For companies that run operations, sales, or support on Salesforce, integrating SharePoint means no more hopping between systems. Teams can access critical documents and collaborate without leaving Salesforce.
Centralized Access, Real-Time Collaboration
Contracts, proposals, onboarding docs, and knowledge bases—all stored in SharePoint—can now surface directly in Salesforce records. This boosts productivity, enhances compliance, and reduces file sprawl.
Streamlined Workflows Across Systems
Combining Salesforce automation (Flows, Approvals) with SharePoint storage unlocks next-level efficiency. Documents are linked to Accounts, Opportunities, or Cases in real-time, with version control and access rules intact.
Existing Solutions and APIs
Microsoft Graph API provides modern endpoints for SharePoint content, files, permissions, and workflows. Salesforce offers native tools like External Services, Apex callouts, and AppExchange solutions.
There are connector packages out there—but they’re often rigid or lack deep logic. That’s where custom matters.
Standard Integration or Custom Logic? We Handle Both
At Success Craft, we help businesses unify Salesforce and SharePoint exactly how they need. From out-of-the-box connector setups to deeply tailored integrations—we’ve done it all.
Want to auto-create SharePoint folders when a Salesforce record is created? No problem.
Need custom access rights based on Opportunity stage or Role Hierarchy? Done.
Looking to surface SharePoint documents inside Salesforce UI without extra clicks? We’ve built it.
You tell us the workflow—we architect the solution.
Proven Results with SharePoint and Salesforce
Case Study 1: Legal Document Management
A financial services firm needed to tie SharePoint-stored legal documents to Salesforce Accounts and Cases. We developed a custom sync with metadata tagging, folder creation, and direct file access.
Outcome: 70% faster document retrieval, improved audit readiness, and unified compliance tracking.
Case Study 2: Project Delivery Automation
An engineering company stored project plans and blueprints in SharePoint. We linked these to Salesforce Opportunities, triggering document workflows on deal stage changes.
Outcome: Improved project handoff, clearer collaboration, and less email dependency.
Case Study 3: Healthcare Client Onboarding
A healthcare SaaS provider used SharePoint to manage client onboarding documents. We built a Flow that connected onboarding stages in Salesforce to specific SharePoint folders and templates.
Outcome: Streamlined onboarding, fewer errors, and faster time to launch.
Let’s Get Your Files and CRM Talking
At Success Craft, we make SharePoint + Salesforce integration feel native. No more broken links, missing files, or disconnected workflows. Just clarity, control, and real productivity. Contact us to make it real.
Get in touch to
grow your business
Success Craft is a team of more than 140+ Salesforce developers,
Technical Architects and QA Engineers who delivered 300+ successful
Salesforce projects.
Location
Wałowa 40/89Gdansk, 80-858
Poland