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

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

Improve employee happiness by 16%

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

Make better use of your SharePoint investment

1. Install the SharePoint integration

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

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

3. Receive your live data

and never risk SharePoint users missing another update

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

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.

Make working together better with the Card maker webpart that easily lets you embed your Adaptive Cards in SharePoint.

  • Supercharge your SharePoint intranet by enhancing it with Adaptive Cards that can show interactive elements, e.g. rich media, lists, forms, buttons and expanding sections. Browse business templates →

  • Connect Adaptive Cards to live data sources to show users their up-to-date information at a glance. This makes it simple to display data from other business apps and sources on any SharePoint page. Browse all compatible apps →

  • Easily embed any Adaptive Card on SharePoint pages using the Card maker web part's simple Card Share URL feature. Simply copy-and-pasted the address across from the Adaptive Card designer.

  • Create versatile digital experiences, by using Adaptive Cards to show key metrics users need, enable easy form submissions, offer a convenient location for all kinds of task and issue lists, create visually exciting digital signage, etc.

Ready to supercharge your SharePoint intranet with the addition of a digital workplace? Get started today and see the difference Digital Assistant's Card maker web part can make to your workplace.

Top 3 recommendations for SharePoint Adaptive Card users

  1. Read the full guide on how to add Adaptive Cards to your SharePoint page →

  2. Embed your Adaptive Cards also into your Viva Connections dashboard →

  3. Use SharePoint (Microsoft 365) itself as a data source for your next Adaptive Card →

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.