SharePoint Integration using 200 OK
Connect Salesforce and SharePoint to seamlessly unify customer relationship data and document management, streamlining collaboration and enhancing overall business efficiency.
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Connect Salesforce and SharePoint to seamlessly unify customer relationship data and document management, streamlining collaboration and enhancing overall business efficiency.
Connect Salesforce and SharePoint to seamlessly unify customer relationship data and document management, streamlining collaboration and enhancing overall business efficiency.
Setup your SharePoint & Salesforce integration process in just “ 15 minutes”
Ensure a centralized and organized view of documents associated with specific records
Setup your SharePoint and Salesforce integration process in just “ 15 minutes”
Launch 200 OK App & initiate template creation
In the template setup, enter name, type, and provider
In the sample template document, the data for the “Name” and “Closed date” fields will dynamically retrieved from the opportunity record
Click on upload files to upload your template & click onNEXT to trigger an API Callout simultaneously
Go to the Opportunity field and click on the Generate Document button
Choose the template from the custom template field
Click next to merge the selected template with the data and finish the process
Now preview the content by clicking on the attached document
On the last page get your sign field with the merged opportunity name & date
Click the send or e-sign button to trigger the action
Select the desired document from the dropdown
Specify the document in the “Document Name” field
Input the signer’s name and email
Click next to finish
Now the recipient can proceed with the E-sign process
Click the "Upload File to SharePoint" button on your Salesforce record
Input document details and follow prompts for a hassle-free upload process
After receiving the "Upload Successful" message, check SharePoint for the uploaded files
Instantly access uploaded files in the related list on your Salesforce record
Ensure a centralized and organized view of documents associated with specific records
Automate file uploads through a one-time configuration with 200 OK
Enable scheduled or one-time uploads without manual intervention
Integrate SharePoint and Salesforce seamlessly with your system using 200 OK. Our platform ensures quick and straightforward integration, supporting connectivity with any SharePoint environment. There’s no need to limit yourself to specific configurations—experience the flexibility to connect with your preferred SharePoint setup in just minutes.
Forge Seamless Connections as 200 OK Links to a Spectrum of Apps and 3rd Party Tools
Explore our package & discover the efficiency of 200 OK
200 OK is a Salesforce native integration platform specifically designed for developers, architects admins, and smart business people to connect Salesforce with any external cloud-based solutions and APIs without coding.
200 OK thoughtfully designed by Salesforce Architects with ❤️
For more info, please get in touch with us at contact@200ok.ai
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