|Available for Lightning and Classic, Professional Edition and up|
Wouldn’t it be nice to have a way to link files from SharePoint with Salesforce? You can! This step by step guide will walk you through the process. Be warned, it is a long process and it’s easy to make mistakes. I’ve tried to carefully identify the areas that are simple to get wrong so you can avoid them; maybe better stated, learn from my mistakes!
There are a couple good reasons for setting this up.
So let’s get started on this journey. You will need to include both a Salesforce Admin and a Microsoft Azure Admin.
This is a step that is missed in the Azure version of the documentation but if skipped, you’ll receive a permissions error when you get to step 6. I spent hours trying to figure this out. If you know how to do this step via the Azure portal, please let me know and I’ll update this posting.
I know this is a long process with lots of steps but we’re almost done. Hang in there.
View more of our tips for getting the most out of Salesforce by following us in our social media channels below.