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Salesforce Integrations
Salesforce SharePoint Integration
- No obligation - response within 1 business day for your Salesforce SharePoint Integration
- Trusted by senior FinServ decision-makers for Salesforce SharePoint Integration
- 9+ years of CRM specialism for financial services and fintech - including your Salesforce SharePoint integration
TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES
Salesforce Integrations
Bringing powerful systems together
Salesforce SharePoint Integration
A Salesforce SharePoint integration connects the documents your firm keeps in Microsoft 365 with the accounts, opportunities and cases they belong to in Salesforce, so staff stop hunting across systems. Contracts, onboarding files, suitability documents and meeting notes open from the record but stay in SharePoint, under your existing retention and access policies. For financial services and fintech firms that helps with audit readiness. Evara designs the structure and permissions. Explore our Salesforce services.
Why choose a Salesforce SharePoint integration?
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Two-way sync you can trust
Keep contacts, deals and activity aligned across Salesforce SharePoint in real time, with no duplicates.
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Built by Salesforce specialists
Your Salesforce SharePoint integration is scoped, built and QA'd by a Salesforce partner team - not a generic connector.
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Financial-services-grade data handling
Field mapping, dedup rules and compliance-aware data flows designed for regulated FinServ environments.
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Support beyond go-live
Ongoing optimisation and a named point of contact after your Salesforce SharePoint integration ships.
- CRM adoption increase
- Records cleaned and unified
- Data accuracy and visibility
- Systems deployed
Frequently asked questions
Common questions about your Salesforce SharePoint integration
The usual route is linking SharePoint libraries or folders to Salesforce records, so users can view and upload files from the account, opportunity or case page. It can run through a native connector or middleware, depending on your set-up, and often uses Salesforce file connection features with Microsoft 365 authentication. Plan the folder structure and naming first, because that decides how files relate to records. Evara designs and tests this within our integration services.
It depends on what you need. Native Salesforce features for connecting external file stores suit simple linking. AppExchange apps or middleware add folder automation, metadata sync and bulk handling. If you need document generation, approvals or complex permissions, a tailored build may serve you better. Compare options on security, scale and user experience rather than feature lists. Where required, Evara builds custom connectors and APIs to fit.
They should, and this is one of the main design points. Documents stay in SharePoint, so Microsoft 365 permissions govern access, but Salesforce users have to be authenticated and mapped correctly to see them. Badly designed access can expose sensitive client files, which is a serious problem in a regulated environment. We review identity, sharing rules and retention together, as part of sound CRM architecture and governance.
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