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Salesforce and SharePoint integration

Easily show your live Salesforce data inside SharePoint

Easily embed our Salesforce web part onto your SharePoint online pages and customize their design

Screenshot of SharePoint
App picker with Salesforce selected
Salesforce icon


Create Case

Your Salesforce data is now securely showing in SharePoint

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Salesforce meets SharePoint: A seamless integration by adenin

Experience maximum productivity with the adenin integration that meshes Salesforce and SharePoint. This integration offers a web part that brings all your crucial Salesforce data straight into your SharePoint site. Need to search for something in Salesforce? No problem! With our SharePoint integration, you can do it all from one place, reducing the need to switch tabs or apps, and enabling you to stay within the comfort of your Microsoft 365 environment.

Features of the Salesforce-SharePoint Integration:

  • Web part: Embed Salesforce data in SharePoint, offering a single pane of glass for all your key business information.
  • Search: Easy, intuitive search feature that lets you find Salesforce entries right within SharePoint.
  • Microsoft 365 compatibility: Tailor-made for the Microsoft ecosystem, this integration works seamlessly with all your Microsoft 365 applications.


  • Increase productivity by reducing the need to switch between apps.
  • Improve data visibility by centralizing all your Salesforce data in SharePoint.
  • Enhance user experience with a seamless, intuitive interface.
  • Foster collaboration by sharing Salesforce data easily within SharePoint.
  • Streamline your data management processes.

Developers will love:

  • Ease of installation and maintenance, with robust API support.
  • A developer-friendly environment that makes customization a breeze.
  • Full documentation and support from our technical team.

Ready for a more seamless work experience? Start your free account with adenin today. Dive into a world where Salesforce and SharePoint coexist, and watch your productivity soar!

Connect Salesforce to SharePoint now

About adenin’s SharePoint channel

Make working together better with the Card maker web part that easily lets you embed your adenin personal dashboard cards into Microsoft 365 SharePoint.Enhance your SharePoint intranet with this plugin that shows Adaptive Cards including interactive elements, such as lists, images,... Read more

Alternative intranet to SharePoint

Frequently asked questions about SharePoint Salesforce integration (FAQ)

What data sources are available for Salesforce?

Salesforce provides the following 9 data sources:

Salesforce integration
Create Case
Create a new case on your Salesforce account
Salesforce integration
Create Event
Create a new event on your Salesforce account
Salesforce integration
Create Lead
Create a new lead on your Salesforce account
Salesforce integration
Create Task
Create a new task on your Salesforce account
Salesforce integration
Next events
See upcoming events from your Salesforce account
Salesforce integration
Open cases
See open cases from your Salesforce account
Salesforce integration
Open leads
See open leads from your Salesforce account
Salesforce integration
Open tasks
See open tasks from your Salesforce account
Salesforce integration
SOQL Query
View the results of an SOQL query from your Salesforce account.

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.

Install Salesforce integration for SharePoint

With adenin you can easily integrate any business app into SharePoint

  1. Click the Add button below

    adenin logoAdd Salesforce to adenin
  2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Salesforce integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Salesforce account and more attributes (if they are required).

    At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Salesforce API.

    Image of Salesforce securely connecting with authorization from user
    Salesforce icon


  4. Your Card will now appear on your adenin dashboard.

  5. Modify or embed your Salesforce Adaptive Card from the ··· button in the top right-hand corner of your card:

    Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.

    By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Salesforce works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s SharePoint integration to your SharePoint account.

How to add an Adaptive Card as a SharePoint WebPart

  1. Add the Card maker web part to a SharePoint page
  2. Then open the configuration panel and click on Generate a Card Share URL. This will open a blank Adaptive Card in the Designer.
  3. Simply design your Card by dragging-and-dropping in elements and connect it to your 3rd party app by clicking Connect to data source. Click on the Share button once you're ready to embed the Adaptive Card into SharePoint.
  4. Then just copy the URL across to your web part and your Adaptive Card will start to appear instantly on your SharePoint page
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With all our other apps, your possibilities are endless

adenin’s SharePoint integration isn't just limited to Automation applications, such as Salesforce. Truly transform your SharePoint experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

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