function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Mohit Pant 9Mohit Pant 9 

Bi-Directional Document Sync between salesforce and Sharepoint

Requirement : Bi-Directional Document Sync between salesforce and sharepoint

* Document should reside in Sharepoint ( upload directly in sharepoint or moved from salesforce) 

* Residenct document in sharepoint should have tracable link published in salesforce under relevent object 

Requirement is : Files upload in salesfore via Email-to-case Attachment OR Document under Record (Account, case, custom object etc.. ) 

should be moved in External document storage (Sarepoint ) with a link to track back in salesforce 

if Document gets uploaded irectly in sharepoint , then it shpuld inform salesforce with the document link under relevent object (might need some folder structure , or Entity identification ) 

--

is there any prefered ISV or component or custom code , which could manage Record structure in sharepoint and build bi-directional SYnc with Document residency in sharepoint and link published in salesforce 

VinayVinay (Salesforce Developers) 
Hi Mohit,

Check below examples that can help you with your requirement.

https://www.forcetalks.com/salesforce-topic/salesforce-sharepoint-bi-directional-integration/

Appexchange:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMkbuUAD

Hope above information was helpful.

Please mark as Best Answer so that it can help others in the future.

Thanks,