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Deepak Jagasia Salesforce & Sharepoint Online/OneDrive Integration
I am looking for solution options to implement the following requirement. I am sure this is not unique, and other developers would have had a similar requirement.
Requirement: Due to compliance reasons, I cannot use Salesforce’s “Files” object to hold files & documents for a given Account. I need to use Microsoft’s Sharepoint Online/OneDrive application. The question is how to integrate Salesforce with Microsoft’s SharePoint Online/OneDrive app such that the app is embedded in Salesforce page layout.
Please refer to the screen mockup below for a better understanding. For a given Account (test plan), I need to embed the SharePoint Online in the Account page layout so that the User can drag-n-drop files (test file.docx) into SharePoint Online within the appropriate sub-folder (test plan – in this case, the account name).
Any insight is much appreciated. Thanks!
Screen mockup:
Requirement: Due to compliance reasons, I cannot use Salesforce’s “Files” object to hold files & documents for a given Account. I need to use Microsoft’s Sharepoint Online/OneDrive application. The question is how to integrate Salesforce with Microsoft’s SharePoint Online/OneDrive app such that the app is embedded in Salesforce page layout.
Please refer to the screen mockup below for a better understanding. For a given Account (test plan), I need to embed the SharePoint Online in the Account page layout so that the User can drag-n-drop files (test file.docx) into SharePoint Online within the appropriate sub-folder (test plan – in this case, the account name).
Any insight is much appreciated. Thanks!
Screen mockup:
Hope it helps!