Salesforce and SharePoint Online integration

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We are getting ready to move over to SharePoint Online from SharePoint 10. We have a lot of business groups concerned that SharePoint and Salesforce don’t work effectively together. Is this true with SharePoint Online. Can anyone share experiences in how these two systems work together?

Thanks,

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Denise Chochrek
Sr. Knowledge Analyst
New York Life Insurance
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Denise,

In very much the same way as most integration/interop questions, this could be a complicated answer.  It really depends on your specific needs and wants for “work together”.

For instance, you might define that as just the ability to retrieve a sales presentation document stored in SPO from a customer record.  On the surface that sounds pretty straightforward, and it nominally is if it is mostly human driven via browse.  But, if you want to be able to have only certain types of files available to certain types of users within your organization and then filter them based upon the type of customer (for examples) and you want to then expose that content as a secure, managed link rather than an email attachment (for instance), you can see where things suddenly become more….involved.

And the above isn’t even taking into account considerations around what system provides the authoritative identity and permissions.  Nor which version of Salesforce you’re trying to integrate and what modules, nor what is the integration provider (is it SF Files Connect, MuleSoft, Azure Service Bus/logic Apps, a 3rd party solution [my company represents one such that I like], etc.), the networking involved to ensure acceptable performance on all the components (especially right now with the massive shifts in worldwide network demands !), and many other aspects including governance.  BTW, governance includes who/how manages this SaaSOps scenario as well as records management and compliance (which I would assume are important being an insurance company).

This is definitely something that can’t/shouldn’t be attempted hastily and a resource like me (solution/enterprise architect that also understands information management, taxonomy, governance, change management, etc.) absolutely needs to be involved right from the start or you stand likely to experience a modestly to majorly sub-optimal outcome.

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Thank you for all the points involved.  Very useful.  We would want the more complex integration.  Wonder how long that type of integration would take.

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Denise Chochrek
Sr. Knowledge Analyst
New York Life Insurance
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Well, that’s definitely a “how long is a piece of string” question!

With the right sponsorship, the appropriate dedicated team, a truly empowered PM and architect, good engagement with the vendors, a healthy enough budget to power through (and other considerations), could be as little as 3-4 months (again subject to all the previously mentioned “it depends” aspects).

If it is handled the way 90%+ of enterprise IT projects are managed, potentially a year to 18 months under the assumption the whole environment stays in English.  If multilanguage is required add another 3-4 months for translations, testing, additional governance, corrections, training in different language, etc.

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