Cloud

Dream Team 2014: Connecting Salesforce and SharePoint

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By now, it’s old news that Salesforce is connecting to files stored in Microsoft’s SharePoint Online service, the portals-and-collaboration piece of Office 365.  The official announcement may have been made this morning, but it hit the channel months ago and was unveiled with much fanfare when  it was previewed at Dreamforce 2014 this fall.  Since then, our Perficient team has been doing a lot of thinking about this integration, how and when to use it, and what it means.
Configuring Files Connect to Use Documents From SharePoint
One of the values of having award-winning national practices for both the Salesforce and Microsoft platforms is the chance to work with talented colleagues across technology stacks.  The result was this case study by Bob Graham, which gives a great overview of how we used Files Connect from Salesforce to access documents stored in SharePoint Online.  After collaborating with peers in our Salesforce team, Bob took the time to write this helpful piece up.  In it, he walks you through the steps he took to plan, connect, and ultimately leverage files stored in SharePoint within the Salesforce user experience.  It really is as easy as it looks.
The Greater Implications
“Okay, Perficient,” you might say now, “that’s how you make it work– but what does it mean?”  The obvious answer is the surprising amount of collaboration being shown between the direct actors engaged here– Microsoft and Salesforce– and that’s covered well over at TechCrunch.  It’s fascinating that of all the cloud-based file systems Salesforce could have partnered with for this, the first one in the line was actually Microsoft.
In a macro sense, it’s perfectly rational– the world is growing smaller and more connected, and the days of the one-vendor ecosystem are long dead.  Sure, Microsoft has a competing CRM platform (Dynamics) and Salesforce has its own portal solution (Communities), but as much as anything, this announcement is an acknowledgement that neither company is the market leader in those secondary spaces.  This is two giants connecting like to like– the dominant platforms for CRM and file-sharing, respectively– and making it easier for customers to choose best-of-breed cloud solutions over monolithic enterprise architectures focused on vendor rationalization.
That’s kind of a big deal, wouldn’t you say?

About the Author

Rich Wood has been planning, designing and building enterprise solutions and internet sites with an emphasis on stellar user and customer experiences since 1997. Rich is a National Director for Content and Commerce Platform work in Perficient Digital. One of the rare breed of strategists to truly understand both the business needs of the customer and the platforms that serve them, he is a keen advocate for and accomplished speaker/writer on issues that surround that inflection point. His work has been published on CMSWire, Sitecore and Microsoft partner blogs, and his own LinkedIn page as well as our various blogs here at Perficient, and he has spoken at multiple major conferences including Microsoft's SharePoint Conference 2014. Married and a father of five, Rich enjoys spending time with his wife and family. He is a native of South Milwaukee, Wisconsin and a graduate of Marquette University.

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