Salesforce objects data to SharePoint by COZYROC

Our integration solution seamlessly connects Salesforce and Sharepoint leveraging Microsoft Graph connection, facilitating the efficient transfer of data from multiple Salesforce objects to a designated Sharepoint location. This robust integration enhances data management, accessibility, and scalability by centralizing data from diverse Salesforce objects within the secure and scalable Sharepoint environment in the form of CSV files. The uploaded files will be named as Object_currentdate.

Setup Guide

This integration will pull the data from each Salesforce object specified in the Object List parameter. The integration will then generate a CSV file for each object and send all files to the desired Sharepoint location.

To run this integration and connect Salesforce to Sharepoint, it is necessary to configure the parameters that are mentioned below.

Salesforce

• Server URL Required. Specify the Salesforce service URL.
• Username Required. Specify a username in an email-like format.
• Password Required. Specify a password to access the Salesforce service.
• Security Token Required. Specify your Salesforce service security token.
• Object List Required. This parameter accepts comma-separated values if you want to pull data from multiple Salesforce objects, e.g. Account, Contact, Case, etc.
• Compression Optional. The default is set to True.

Microsoft Graph

• Server Host Required. The default is set to https://graph.microsoft.com/v1.0/sites/root when connecting to the default SharePoint instance. Set to https://graph.microsoft.com/v1.0/sites/<site-id> when connecting to a specific SharePoint instance.
• Token File Required. Select the Rest Token file from the drop-down list. Review the KB-Article mentioned here regarding how to generate the token file.
• Destination Folder Required. Specify the path to the destination folder ending with a trailing slash.