Salesforce + Sharepoint Connector
Biz Connect(200 OK) enables seamless document management with Salesforce to SharePoint integration—no more silos.
No-Code Setup + Native to Salesforce
Auto-Upload to SharePoint
Smart Link-Back to Salesforce
Centralized Storage, Instant Access
AgentForce Ready
What It Can Do for You
Effortless document management between Salesforce and SharePoint—so your files are always where they should be, when you need them.
One-Click File Upload from Salesforce to SharePoint
Upload documents directly from Salesforce records (Opportunities, Accounts, Cases, etc.) to designated SharePoint folders—no manual transfers or switching tabs.
Centralized, Secure File Storage
Monitor envelope status (Sent, Viewed, Signed, Completed) right inside Salesforce—perfect for pipeline and compliance tracking.
Auto-Link SharePoint Files to Salesforce Records
Once uploaded, the connector automatically attaches the SharePoint file link back to the originating Salesforce record for easy access and traceability.
Real-Time File Accessibility Across Teams
Ensure that sales, service, and back-office teams can collaborate using the most up-to-date documents—without ever leaving Salesforce.
👌 Perfect For:
If you’re looking to simplify document storage and access between Salesforce and SharePoint, this connector is ideal for:
Sales & Service teams
who need quick access to up-to-date files directly from Salesforce records
Operations & IT teams
managing large volumes of documents and looking to centralize file storage securely in SharePoint
Document-heavy workflows
like proposals, contracts, onboarding, or support cases that rely on seamless file handling
Anyone tired of email attachments and duplicate uploads
and ready for automated file linking and smarter collaboration
🚀 Why Biz Connect ?
Built natively on Salesforce. Trusted by teams who want real-time, no-hassle, AI-friendly integrations.
With built-in logging, security, and support for smart agents via AgentForce, this isn’t just a connector — it’s your automation engine.
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