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Tai Rahman 10 Salesforce Report Sync with SharePoint or Excel
Hi All,
Was wondering if anyone could advise on the best methodology to sync Salesforce reports with SharePoint or Excel, so that multiple people can collaborate on the same report.
Currently we're using a connector to Google Sheets, and are looking to move away from this due to potential security risks.
Any advice or recommendations will be greatly appreciated, and thank you in advance!
Was wondering if anyone could advise on the best methodology to sync Salesforce reports with SharePoint or Excel, so that multiple people can collaborate on the same report.
Currently we're using a connector to Google Sheets, and are looking to move away from this due to potential security risks.
Any advice or recommendations will be greatly appreciated, and thank you in advance!
https://support.cloudhq.net/how-to-sync-salesforce-and-office365-sharepoint/
https://help.salesforce.com/articleView?id=importing_reports.htm&type=5
Also, check if there are any existing tools that match your requirement on below app exchange tools.
https://appexchange.salesforce.com/
Thanks,
Read here (https://skyvia.com/data-integration/salesforce-data-loader)