Salesforce Sales Cloud and SharePoint integration

Q: What data sources are available for Salesforce Sales Cloud?

Salesforce Sales Cloud connector provides the following 0 data sources:

Q: Who is the SharePoint integration for?

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

Q: Do I have to be a developer to use the SharePoint integration with Salesforce Sales Cloud?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Salesforce Sales Cloud is just one of many examples. As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Salesforce Sales Cloud 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 Sales Cloud 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.

Q: How does adenin ensure my Salesforce Sales Cloud data is safely delivered to SharePoint?

We use the secure OAuth standard which means you authorize adenin accessing your Salesforce Sales Cloud 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.

Streamline Your Workflow with Salesforce Sales Cloud and SharePoint Integration by adenin

Supercharge your SharePoint experience by seamlessly integrating it with Salesforce Sales Cloud. With adenin’s developer-friendly tools, you can weave Salesforce API data directly into your SharePoint interface.

Experience true digital workplace bliss by seeing all your critical Salesforce data right in your SharePoint environment. Think about it, all your sales data, customer information, forecasts, and reports accessible from one central hub - your SharePoint site. And all it takes is a few clicks to set it up.

Easily embed Salesforce data into SharePoint with web part
Make your data more accessible and actionable with SharePoint's Microsoft 365 integration
Use SharePoint's intuitive search feature to quickly find and display Salesforce data
Make smarter, data-driven decisions without switching between different applications
Customize your data feeds to show the information most relevant to you
Enjoy a more streamlined, efficient digital workspace with less application-switching

Start your free account with adenin today and experience a revolution in workplace efficiency and productivity. With adenin, your data integration woes become a thing of the past.

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

Microsoft Teams

Viva Connections

Frequently asked questions about SharePoint Salesforce Sales Cloud integration (FAQ)

What data sources are available for Salesforce Sales Cloud?

Salesforce Sales Cloud provides the following 0 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 Sales Cloud) 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, Marketing and Sales teams at small to large organizations. The data sources that are built into Salesforce Sales Cloud (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 Sales Cloud 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 Sales Cloud?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Salesforce Sales Cloud 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 Sales Cloud 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 Sales Cloud 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 Sales Cloud data is safely delivered to SharePoint?

We use the secure OAuth standard which means you authorize adenin accessing your Salesforce Sales Cloud 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 Sales Cloud integration for SharePoint

With adenin you can easily integrate any business app into SharePoint

1. Add Salesforce Sales Cloud to adenin
2. Integrate adenin into SharePoint

Click the Add button below
Add Salesforce Sales Cloud to adenin
Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Salesforce Sales Cloud integration will start.
Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Salesforce Sales Cloud 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 Sales Cloud API.
Salesforce Sales Cloud
Your Card will now appear on your adenin dashboard.
Modify or embed your Salesforce Sales Cloud 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 Sales Cloud 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

Add the Card maker web part to a SharePoint page
Then open the configuration panel and click on Generate a Card Share URL. This will open a blank Adaptive Card in the Designer.
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.
Then just copy the URL across to your web part and your Adaptive Card will start to appear instantly on your SharePoint page