Easily integrate your Salesforce data into SharePoint Search with our integration

Add Salesforce now

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

Improve employee happiness by 16%

Never miss another update with real-time Salesforce 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 account

by securely authenticating and selecting a data source

Salesforce

Integration of Salesforce data into SharePoint Search

3. Receive your live data

and never risk SharePoint Search users missing another update

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

Understand and engage with your customers better than ever with the Salesforce app. Keep on top of individual customer tasks and leads and get instant notifications when something new needs your attention. Additionally you can pin Cards to your Board which allows you to better monitor your contacts.

  • Turn adenin into a Sales productivity tool that allows you to efficiently stay on top your sales objectives
  • Get instant updates from your Salesforce account, including open cases, leads and tasks
  • Conveniently submit new cases, events or leads from the built-in forms
  • Offer Salesforce Cards on multiple built-in Channels, such as Microsoft Teams or SharePoint

Make custom Adaptive Cards using Salesforce's API

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Business travel request Card Business travel request Card
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Using the built-in Adaptive Card designer you can easily make your own Adaptive Cards using Salesforce's RESTful API. Let Digital Assistant handle all the pesky authentication, and just point the designer to a SOSL search of your choosing by clicking on the Connect to data source and entering the connection string /services/data/v54.0/query?q= followed by your URL-encoded SOSL search string.

Digital Assistant logoMake a Salesforce 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.

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.