Salesforce and SharePoint integration

Frequently asked questions about SharePoint Salesforce integration (FAQ)

What data sources are available for Salesforce?

Salesforce provides the following 5 data sources:

Is the SharePoint integration free?

Yes, SharePoint is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as SharePoint are free, the use of adenin (including using data from Salesforce) incurs usage charges according to your plan. See the pricing page for details →

Who is the SharePoint integration for?

adenin’s SharePoint connector is a popular choice for Customer Service, IT and Marketing teams at small to large organizations. The data sources that are built into Salesforce (see above) are incredibly simple to integrate into SharePoint and don't require any technical know-how. The adenin platform completely handles authenticating with Salesforce and then loads your data into an Adaptive Card layout that, in turn, will be embedded into SharePoint.

Do I have to be a developer to use the SharePoint integration with Salesforce?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Salesforce is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Salesforce integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your Salesforce data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the SharePoint integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my Salesforce data is safely delivered to SharePoint?

We use the secure OAuth standard which means you authorize adenin accessing your Salesforce data and in turn authorize us to share this data with SharePoint. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case SharePoint) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.