Enhancing Document Management with Microsoft SharePoint x Salesforce Integration

Industry: Cybersecurity

Solution: Salesforce x Microsoft SharePoint Integration

As the client’s cybersecurity business expanded, managing documents across multiple systems became a major challenge. Teams struggled with scattered files, version control issues, and wasted time searching for key documents. To solve this, we implemented Microsoft SharePoint as a centralised document management system, complete with a structured library tailored to departmental needs. This provided a unified, scalable solution for storing and organising critical business documents.

To further enhance efficiency, we integrated Salesforce with SharePoint using Microsoft Power Automate. This allowed for automatic folder creation in SharePoint whenever a new Opportunity was created in Salesforce—ensuring consistent naming conventions and eliminating manual setup. The integration significantly improved collaboration, reduced administrative overhead, and gave teams faster access to the documents they needed, ultimately increasing productivity and ensuring better control over file governance.