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

Add Salesforce Service Cloud now

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

Improve employee happiness by 16%

Never miss another update with real-time Salesforce Service 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 Service Cloud account

by securely authenticating and selecting a data source

Salesforce Service Cloud

Integration of Salesforce Service Cloud data into SharePoint Search

3. Receive your live data

and never risk SharePoint Search users missing another update

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

With the Service Cloud app for Digital Assistant, you get your latest cases straight on your Digital Assistant Board. Especially when tickets arrive in a shared mailbox, it can be hard to realize when there is a new case assigned to you.

But the Service Cloud app places a convenient Adaptive Card on your Board, that shows you all of your open cases that even be sorted by priority

  • No more manually checking your Service Cloud, just sit back and watch your Digital Assistant Board for the latest cases
  • Submit new cases from the companion Create case Card that you can invoke anywhere you're Digital Assistant is available, e.g. Microsoft Teams, Chrome extension, etc

Use built-in Adaptive Cards

See a list of your Salesforce cases so you quickly spot whenever you have a new case open, without having to manually check your inbox. Perfect for when Salesforce cases go to a shared mailbox.

Digital Assistant logoInstall this Card

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

Digital Assistant logoInstall this Card

Open a new case directly in Salesforce without breaking your flow. This Adaptive Card can be easily pinned to your Board or embedded into any other channel where your Digital Assistant is available

Digital Assistant logoInstall this Card

Make your own Adaptive Cards with Salesforce Service Cloud

Travel Request Card from Concur Travel Request Card from Concur
Business travel request Card Business travel request Card
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The built-in Cards are Adaptive Cards which you can easily customize to match your requirements by clicking on ··· and then Edit in Designer. But you can also make entirely new Adaptive Card for Salesforce Service Cloud using the built-in Adaptive Card designer.

It will automatically connect with Salesforce's RESTful API and take care of the authentication. 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 Service 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.