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Salesforce-SharePoint Integration for a Telecom Company

Database Management & Administration

Industry

Telecommunications

Technologies

Salesforce, SharePoint

Customer

The Customer is a telecom company providing its services nationwide.

Challenge -

The Customer was using Salesforce Sales Cloud to support their sales activities and SharePoint Online as a system for storing, managing, and sharing their sales documents (contracts, orders, proposals) and marketing content (marketing demos, presentations, videos). The Customer’s sales and marketing employees had hampered document management workflows because of working with the two systems separately. Additionally, the communication with the Customer’s clients and prospects was not efficient enough as the sales and marketing specialists were unable to share sales documents and marketing content stored in SharePoint directly from Salesforce.

Solution -

ATH’s business analysts investigated the Customer’s business challenges and used them to elaborate detailed technical requirements to the application.

Searching for SharePoint files from Salesforce.

Uploading files from Salesforce directly into SharePoint.

Uploading files from Outlook integrated with Salesforce into SharePoint.

Previewing and downloading SharePoint files right from Salesforce.

Relating SharePoint files to particular Salesforce Account, Contact and Opportunity records.

Sharing a link to SharePoint files with Salesforce contacts via email.

Results -

The Customer got a reliable application to align Salesforce Sales Cloud and SharePoint Online.

Technologies and Tools -

Salesforce Sales Cloud, SharePoint Online, Lightning Component framework, REST API, OAuth 2.0

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