How do I integrate file sharing with Salesforce?

Lack of Features

Lack of Features

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Salesforce is well aware that many of its customers have made long-term investments in legacy content systems. To make sure these companies can fully leverage these investments, it provides IT administrators with step-by-step file-sharing integration instructions for a number of different scenarios. First, it explains how to set up Salesforce Files Connect to enable users to access, share and search external data from these systems. It also provides links to the Files Connect Setup Guide and User Guide. The page then provides specific file-sharing integration instructions for a number of data sources that use cloud backup. It explains how companies using Google Drive™, SharePoint® and Box™ create Authentication Providers and define external data sources for each system.  It also provides instructions on how to (a) set up Secure Agents and define sources for on-premises data, (b) give users access to external data in global Salesforce searches, (c) handle per-user data sources, and (d) access, share, and search for external files. 

Are there any third-party vendors who can help me integrate file sharing?

Yes, there are—many, in fact. These vendors provide needed services such as enabling large-file syncing, which can sometimes be a challenge with Salesforce, and implementing audit features that track activities and file-storage costs. As these vendors point out, the reason companies implement a CRM system is to be able to track all communications between its sales teams and their current and potential customers. To capture these communications on a granular level, salespeople must be able to integrate the specific files they share with customers into CRM records—along with all of its details (e.g. who the files were sent to, and the day and time the sharing took place). Not having files accessible through Salesforce creates an incomplete record of these communications. 

Are there any general rules for integrating Salesforce with other applications?

According to Salesforce, there are two distinct patterns for integration - data integration and process integration.

Its data integration patterns are for synchronizing data that resides in two or more systems in such a way that both systems always contain timely and meaningful data. As the Salesforce “Integration Patterns and Practices Guide” points out: “Data integration is often the simplest type of integration to implement, but requires proper information management techniques to make the solution sustainable and cost-effective. Such techniques often include aspects of Master Data Management (MDM), data governance, mastering, de-duplication, data flow design, and others.”

Saleforce’s process-integration patterns are for establishing business processes that need two or more applications to complete a task. The guide notes that these types of patterns usually require complex design, testing and exception-handling requirements. The composite applications created as a result of these integrations, the guide says, are typically more demanding on the underlying systems because they often support long-running transactions and the ability to report on and/or manage process state. 

SharePoint is either a registered trademark or trademark of Microsoft Corporation in the United States and/or other countries.  Google Drive is either registered trademarks or trademarks of Google Inc.  Box is either a trademark, service mark, or registered trademark of Box, Inc.


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