Sharepoint Salesforce Integration – Best Practices

There are a wealth of benefits in SharePoint Salesforce integration, many of which could have a positive impact on your company. Many business across the country are integrating these two programs to enhance their business and develop a better user experience for their staff who use both of these technologies. Combining them can lead to better business opportunities, especially when contacts and leads are fully integrated. Here are some of the benefits of combining both of these programs.

What are the benefits of SharePoint?

With integration of these programs, you will be able to take advantage of both SharePoint AND Salesforce. SharePoint is a program that allows you to have the most updated versions of any documents that are being used within your workplace. You will no longer have to find out who in your team has what document as they are collected together in one place. The program is easy to use, with various navigation tools and menus that will take you from one section of the program to another via various different screens. A full instructional guide is also available, with tips on how to make the most out of the software for your business purposes. SharePoint will also allow you to search for colleagues in your business based on various criteria. For example, if you have a large business with hundreds of employees, you may want to find a member of staff quickly and easily. The program allows you to do this by searching various keywords and phrases, for example a specific skillset, allowing you to find staff with ease. You will also be able to work on documents regardless of where you are, as SharePoint offers a great deal of flexibility and control.

What are the benefits of Salesforce?

On the other hand, Salesforce has a number of benefits when used in a business setting. You will be able to track various information that can be used to make your business run more smoothly. The program is already used in hundreds of different businesses across the country, ranging from smaller businesses to larger ones. The program is easy to use with a number of different navigation tools and menus that will guide you through the program. Finding information is easy, and SalesForce has an easy-to-use interface with all information clearly presented, allowing you to complete a number of business tasks within just a few minutes. A full instructional guide is also available, with information on how to use the program if you are a beginner, or have even been using the program for some time but need some additional help.

Why should I integrate?

With Salesforce, you can search through presentations, spreadsheets and various other documents from various locations. All you will need is a device that connects to the internet. You will also be able to search through emails and can track accounts and sales documents quickly and easily. Another feature is “Chatter” which is a social networking platform for your business, allowing you to communicate with members of staff, as well as posting company information and industry news in a straightforward way. This allows you to keep up to date with all aspects of the business, allowing you to focus on other tasks at hand. Salesforce sharepoint integration allows you to combine the best features of both programs to enhance your business.

Amanda McDonnald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
Amanda McDonnald on sabtwitterAmanda McDonnald on sabgoogle