SalesForce to SharePoint
Integration Agent
Capabilities
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Automatically extract and transfer attachments from Salesforce objects (Leads, Opportunities, Cases, etc.)
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Store them in SharePoint or Teams, keeping Salesforce lightweight
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Maintain links in Salesforce so users still click once to open the file
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Ensure security, versioning, and audit trails per Microsoft 365 policies
Give marketing and sales teams the best of both worlds:
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Salesforce for CRM and automation
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SharePoint for document management and storage
Attachments added to SalesForce
The SA2S (Saas Attachments to SharePoint) Agent synchronizes data and attachments of SalesForce into Microsoft O365.
This also works with any other SaaS you can think about, such as Oracle Cloud, SuccessFactors, Cloud for Customer, S/4HANA Cloud, IFS Ultimo, etc.
Attachments can be sent to SharePoint / Teams / OneDrive or Azure. The SaaS data extracted by SA2S are used for generating folder structures and adding attributes / metadata to the documents.
We help SalesForce eliminate file-storage costs and simplify document flows to SharePoint — seamlessly, natively, and without middleware.
