Easily integrate your Salesforce data into Sharepoint with our integration

Add Salesforce now

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

Improve employee happiness by 16%

Never miss another update with real-time Salesforce data

Make better use of your Sharepoint investment

1. Install the Sharepoint integration

You can simply add our adenin platform to Sharepoint by following the below button

Connect to Sharepoint now

2. Connect your Salesforce account

by securely authenticating and selecting a data source

Salesforce

Integration of Salesforce data into Sharepoint

3. Receive your live data

and never risk Sharepoint users missing another update

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

Understand and engage with your customers better than ever with the Salesforce app for Digital Assistant. 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 your Digital Assistant into a Sales productivity tool that allows you to efficiently stay on top your Sales objectives
  • Get instant updates from your Salesforce Sales and Service apps including new contacts, cases, events, tasks, etc.
  • 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

Use with built-in Cards

See your open Salesforce leads in a simple Adaptive Card list, that you can easily customize with the Adaptive Card designer by clicking on ··· → Edit in Designer

Digital Assistant logoInstall this Card

Get a version of your leads where they are sorted by priority (requires Priority to be an available field in your Salesforce instance)

Digital Assistant logoInstall this Card

Get an Adaptive Card with a list of your Salesforce events conveniently on your Digital Assistant Board

Digital Assistant logoInstall this Card

See a list of your open Salesforce tasks conveniently on your Digital Assistant Board

Digital Assistant logoInstall this Card

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

Digital Assistant logoInstall this Card

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

Create new leads in your Salesforce account with this easily adjustable Adaptive Card form. Just fill it out, and without having to leave your Assistant, you can create a new Salesforce lead.

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 new events for your Salesforce account without having to go out of your way to open Salesforce in a new tab. Perfect for when you had a passing thought, are currently on the phone with a customer, or just don't want to break your flow.

Digital Assistant logoInstall this Card

Quickly add a new task or reminder to your Salesforce account, by placing this Card in a convenient spot such as your Board

Digital Assistant logoInstall this Card

Make custom Adaptive Cards using Salesforce's API

Travel Request Card from Concur Travel Request Card from Concur
Business travel request Card Business travel request Card
User profile block
Image block Image block

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.

Make working together better with the Card maker webpart that easily lets you embed your Adaptive Cards in SharePoint.

  • Supercharge your SharePoint intranet by enhancing it with Adaptive Cards that can show interactive elements, e.g. rich media, lists, forms, buttons and expanding sections. Browse business templates →

  • Connect Adaptive Cards to live data sources to show users their up-to-date information at a glance. This makes it simple to display data from other business apps and sources on any SharePoint page. Browse all compatible apps →

  • Easily embed any Adaptive Card on SharePoint pages using the Card maker web part's simple Card Share URL feature. Simply copy-and-pasted the address across from the Adaptive Card designer.

  • Create versatile digital experiences, by using Adaptive Cards to show key metrics users need, enable easy form submissions, offer a convenient location for all kinds of task and issue lists, create visually exciting digital signage, etc.

Ready to supercharge your SharePoint intranet with the addition of a digital workplace? Get started today and see the difference Digital Assistant's Card maker web part can make to your workplace.

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

Top 3 recommendations for SharePoint Adaptive Card users

  1. Read the full guide on how to add Adaptive Cards to your SharePoint page →

  2. Embed your Adaptive Cards also into your Viva Connections dashboard →

  3. Use SharePoint (Microsoft 365) itself as a data source for your next 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.