Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Microsoft OneDrive is a file hosting service and synchronization service operated by Microsoft as part of its web version of Office.OneDrive Integrations
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It's easy to connect Salesforce + OneDrive without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new file is added.
Triggers when a new folder is added.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Creates a new folder.
Creates a brand new text file from plain text content you specify.
Upload an existing file.
Salesforce is a cloud computing company which provides the software on cloud and provide the services. The customer can access this software from any of the device with internet connection. It is more used for providing the management to the customer and it helps salesperson in generating the leads and increasing sales. It uses the CRM which is the customer relationship management which helps in building the relationships with the customers such as, support, marketing, etc. It is also used for keeping the information about the customers in one place so that they can easily use it.
OneDrive is an online storage service owned by Microsoft. It provides free storage space to their users. It is a part of Office 365 suite which provides many other free tops to their users. Its main purpose is to store files in the cloud and share them across devices. Users can access these files from both Office and non-Office applications. OneDrive is also used for sharing photos and videos with friends and family. OneDrive also works on non-Microsoft devices where as Salesforce only works on Windows based operating system.
The integration of Salesforce and OneDrive makes it easier for the users to work together. The integration of these tops saves much time for the employees as they can directly access the file in Salesforce from there instead of downloading it and editing it. It also increases the efficiency of work as the data is automatically updated in Salesforce when changes are made to that data in OneDrive. For example, if the employee update his contact information, then it will automatically be updated to Salesforce without doing anything. Another benefit of integration of these tops is, that users can access all their files from anywhere using their smartphones or tablets.
The benefits of integration of Salesforce and OneDrive are listed below:
Employees can easily access their documents from anywhere using their smartphone or tablet. It saves time of the employees as they don’t have to download documents or install any software’s to work on them. It increases productivity as data is automatically updated in Salesforce when changes are made to that data in OneDrive. This integration helps employees in getting access to all files at one place without having to manually upload them again and again. If there is an error while uploading any file then only one file will be uploaded rather than multiple files. Employees can add new documents at any time without making any changes in the existing document structure as it all gets stored within the same structure of fpders within OneDrive. Users can easily find out who made any changes to any file by checking the history of changes. It saves time when working remotely as users don’t need to be connected to Internet all the time to access their files and data.
The process to integrate Salesforce and OneDrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.