Salesforce SharePoint Integration: Is this Collaboration Worth?
Hyperlink InfoSystem Limited - UK
#1 App Development Company in the UK
This guide offers you the advantages of integrating Salesforce and SharePoint and also the drawbacks of not integrating the same. With this guide, the Salesforce development company can get complete clarity on whether they need to collaborate with Salesforce.
Introduction
Do you think you need the SharePoint Integration with Salesforce for smooth cross-department collaboration and document management? If we look at the current Salesforce CRM, it seems sufficient for collaboration and management. So, what is the need for SharePoint collaboration with Salesforce?
Let’s understand the Salesforce development and figure out whether you need to integrate the Salesforce CRM with SharePoint.
What Does Salesforce CRM Offers?
A comprehensive suite of capabilities is provided by Salesforce CRM for efficient client relationship management. It optimizes sales funnels, centralizes client data, and simplifies lead and opportunity management.
With extensive contact management and task-tracking features, Salesforce facilitates efficient job prioritizing and personalized interaction. Its workflow automation features cut down on human labor. Its analytics and reporting offer useful information for defensible choices.
For field and remote teams, the Salesforce Mobile App boosts productivity by providing accessibility while on the road. Furthermore, Salesforce CRM's connector features enable smooth communication with other platforms, optimizing data use and operational effectiveness. All things considered, Salesforce CRM gives companies the ability to cultivate leads, increase revenue, and provide outstanding customer service.
If it offers these many features then what is the need for the SharePoint collaboration here? Well, before concluding anything we need to explore all the sides. Let’s go through the scenario of integrating SharePoint for more clarity for Salesforce development companies.
What If You Don’t Integrate Salesforce and SharePoint
Storage Cost
The main problem that arises is the storage issues. In Salesforce, you get very limited storage to attach and upload the document. If you want to upload documents beyond the limit of storage size, you need to buy extra storage, which will increase the storage cost.
Synchronization
The synchronization is another issue. Changes made to the user's document do not automatically update in the Salesforce file. In the absence of automatic syncing between users' local drives and Salesforce files, manual upload/download processes are necessary to update files. This lack of synchronization extends to scenarios where Salesforce and SharePoint are used independently without integration, leading to several challenges.
Manual Uploading Documents
If you are using Salesforce and SharePoint without integration, then you face the burden of uploading documents manually.
The sales team frequently encounters the cumbersome task of downloading documents from SharePoint and subsequently uploading them to Salesforce whenever sharing with team members or clients. Unfortunately, this process often results in document duplication across both systems, creating a tangled web of file versions.
Threat of Losing Content
Sales teams can paste SharePoint file links into Salesforce, but they encounter a roadblock: an inability to preview or locate these files using Salesforce Global search. Consequently, valuable content intended for customer communication becomes submerged within SharePoint libraries, hindering its accessibility and utility.
Access and Privacy
Sharing Salesforce documents with non-Salesforce users requires using a public URL. However, this approach can lead to issues with GDPR and other data security laws, as the document becomes publicly accessible. Another option is to purchase additional licenses for non-Salesforce users, but this can be quite expensive.
Also Read | Top Salesforce Developer Skills
Salesforce Integration with SharePoint: Advantages
Integrating Salesforce with SharePoint offers numerous advantages that significantly improve document management and team collaboration. Here’s a detailed breakdown of the benefits:
Centralized Document Management
With the integration of Salesforce with SharePoint users can access all the essential documents within Salesforce. This sets users free from the hectic process of accessing documents outside the system.
SharePoint's comprehensive document libraries and advanced metadata tagging features ensure that documents are well-organized and easily searchable. It enables quick and efficient retrieval of important information.
Version Control and Consistency
领英推荐
Integration ensures that there is only one version of each document. It avoids the confusion of multiple copies and outdated versions.
Version control of SharePoint keeps a detailed history of changes. By tracking the previous changes it is easy to revert to the previous process if needed.
The need to manually download and re-upload documents is eliminated, preventing the creation of duplicate files and ensuring that all team members work with the most current information.
Teams can share documents directly through Salesforce, enabling smoother collaboration without leaving the platform. This facilitates more efficient communication with both colleagues and clients.
Project collaboration often involves multiple departments. SharePoint’s intranet capabilities connect employees across the organization, allowing for a more integrated and cooperative working environment.
Enhanced Search Capabilities
Users can utilize Salesforce’s Global Search to find SharePoint documents. This integrated search functionality ensures that important content is not buried and can be quickly located when needed.
SharePoint's advanced metadata tagging further enhances search efficiency, allowing users to find documents based on specific criteria and attributes.
Compliance and Security
Integrated systems can be managed to comply with GDPR and other data security laws, ensuring that sensitive documents are shared securely. Public URLs, which can compromise data security, are no longer necessary.
Permissions and access controls can be more effectively managed across both platforms. With the integration, you can ensure that no unauthorized person can have access to sensitive information.
Cost Efficiency
By integrating the two systems, organizations can optimize their license usage. Employees can access necessary documents through SharePoint, so there is no need to purchase an additional license for non-Salesforce users. This integration saves additional expenses and reduces overall costs.
The integration eliminates redundant tasks and enhances workflow efficiency. Streamlining processes and reducing manual efforts, results in significant cost savings through increased productivity and optimized resource utilization.
Scalability and Flexibility
The integration allows businesses to scale their document management solutions according to their needs. SharePoint's extensive features can be leveraged to accommodate growing amounts of data without compromising performance.
Businesses can tailor the integration to fit their specific processes, creating custom workflows that bridge the capabilities of both Salesforce and SharePoint. This flexibility automates routine tasks, enhancing efficiency and ensuring that the solution meets the unique needs of various teams and departments. By aligning workflows with business objectives, companies can optimize their operations and improve overall productivity.
Conclusion
The Integration of Salesforce with SharePoint is the best choice to streamline the work process and improve collaboration within the Salesforce team. Hire Salesforce developers to efficiently integrate Salesforce and SharePoint.