Easily integrate your Salesforce Sales Cloud data into SharePoint Search with our integration

Add Salesforce Sales Cloud now

Modernize your CRM platform by bringing your Salesforce Sales Cloud data
straight to your organizations' SharePoint Search instance

Improve employee happiness by 16%

Never miss another update with real-time Salesforce Sales Cloud data

Make better use of your SharePoint Search investment

1. Install the SharePoint Search integration

You can simply add our adenin platform to SharePoint Search by following the below button

Connect to SharePoint Search now

2. Connect your Salesforce Sales Cloud account

by securely authenticating and selecting a data source

Salesforce Sales Cloud

Integration of Salesforce Sales Cloud data into SharePoint Search

3. Receive your live data

and never risk SharePoint Search users missing another update

Your Salesforce Sales Cloud data
Finished connector results in your Salesforce Sales Cloud data being embedded into SharePoint Search
Connect Salesforce Sales Cloud to SharePoint Search now

Used by large and small organizations, Sales Cloud is probably the most popular CRM in the world. And with the Digital Assistant app for Sales Cloud you can maximize your productivity even further, by always seeing everything at a glance.

Installing this app allows you to place easily customizable Adaptive Cards on your Board. These contain all your most crucial info at a glance, and can be easily customized by users to completely match their needs.

  • Don't take attention away from your current task by placing the Sales Cloud Adaptive Card right next to your other Cards on your Board
  • Never miss a new contact or forget an upcoming task deadline with Digital Assistant sending you real-time notifications whenever something changes
  • Conveniently add new contacts, tasks or events to your Sales Cloud account from your Digital Assistant Board
  • Train the built-in AI chatbot to answer your most important Sales questions, such as "What are today's leads?" or "Show me tasks that are due this week"

Use with built-in Cards

See your open Salesforce leads in a simple Adaptive Card list, that you can easily customize with the Adaptive Card designer by clicking on ··· → Edit in Designer

Digital Assistant logoInstall this Card

Get a version of your leads where they are sorted by priority (requires Priority to be an available field in your Salesforce instance)

Digital Assistant logoInstall this Card

See a list of your open Salesforce tasks conveniently on your Digital Assistant Board

Digital Assistant logoInstall this Card

Get an alternative version of this Card where your tasks are sorted by priority (requires Priority to be an available field in your Salesforce instance)

Digital Assistant logoInstall this Card

Get an Adaptive Card with a list of your Salesforce events conveniently on your Digital Assistant Board

Digital Assistant logoInstall this Card

Create new leads in your Salesforce account with this easily adjustable Adaptive Card form. Just fill it out, and without having to leave your Assistant, you can create a new Salesforce lead.

Digital Assistant logoInstall this Card

Quickly add a new task or reminder to your Salesforce account, by placing this Card in a convenient spot such as your Board

Digital Assistant logoInstall this Card

Make new events for your Salesforce account without having to go out of your way to open Salesforce in a new tab. Perfect for when you had a passing thought, are currently on the phone with a customer, or just don't want to break your flow.

Digital Assistant logoInstall this Card

Create your own Adaptive Cards with data from Salesforce Sales Cloud

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Business travel request Card Business travel request Card
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The built-in Cards are Adaptive Cards, which you can easily customize by clicking on Edit in Designer. That's useful to change the layout, add extra fields or change some of the formatting without the need to code anything.

But you can also make entirely new Adaptive Card for Salesforce Service Cloud using the built-in Adaptive Card designer. It automatically and securely connects with Salesforce's RESTful API. All you have to do is direct the Designer to a SOSL search of your choosing. To do this click on Connect to data source and enter the connection string /services/data/v54.0/query?q= followed by your SOSL search string.

Digital Assistant logoMake an Adaptive Card for Salesforce Sales Cloud

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Users rely on Google's famous answer boxes for most casual queries, such as the weather forecast or answers aggregated from the top results. With this channel, you can add a similar experience to your SharePoint intranet.

We call them Answer Cards, because they are made using Adaptive Cards. And it can have a transformative effect on your SharePoint search experience:

  • Create your own Adaptive Cards with live data from 3rd party apps, for example by starting off with a template

  • Teach the built-in AI to recognize natural language commands users might say when they would like to see your Card

  • Find all your Adaptive Cards with the Answer Card web part for SharePoint that lets you enter natural full-length questions or short commands

  • Build a bank of QnA knowledge with Digital Assistant that can give further answers to SharePoint users, for example for FAQs

Combine Adaptive Cards with PnP Modern Search

See an Answer Card in-between the PnP Search box and PnP Search Results

Built as an open-source SharePoint extension that's maintained by Microsoft, PnP Modern Search is a popular replacement for SharePoint's built-in more limited search experience. It offers more granular search UI options, for example extra refiners, search suggestions and control over how results are displayed.

If you already use PnP Modern Search, the Answer Card web part can be switched into a PnP mode where it receives the search input directly from PnP's search bar.

This effectively makes the web part an additional improvement to search pages previously made with PnP Modern Search. The best thing is, if the Answer Card web part doesn't find a suitable Card to show the user, it stays completely hidden.

All product names, logos, and brands are property of their respective owners. All company, product and service names used on this website are for identification purposes only. Use of these names, logos, and brands does not imply endorsement.