Attachments from Salesforce to SharePoint by COZYROC

This integration seamlessly facilitates the transfer of attachments from Salesforce to SharePoint, optimizing the process by compressing them into zipped files in the format Object_Attachments_currentDate. The integration starts by extracting attachments linked to specific Salesforce records, whether they are associated with Leads, Opportunities, or Objects.

Setup Guide

This integration will pull the attachments from each Salesforce object specified in the Object List parameter. Subsequently, these attachments are organized and compressed into a ZIP archive, streamlining the storage and transfer process. The zipped files are securely uploaded to the designated SharePoint target folder.

To run this integration and connect Salesforce to SharePoint, you need to specify the below parameters.

Salesforce

• Server URL Required. Specify the Salesforce service URL.
• Username Required. Specify a username in an email-like format.
• Password Required. Specify a password to access the Salesforce service.
• Security Token Required. Specify your Salesforce service security token.
• Object List Required. Specify the Salesforce service object. Multiple objects are separated by a comma, e.g. Account, Contact, Case, etc.

SharePoint

• Deployment Type Required. Specify deployment type. This parameter has the options Online or On-premise.

• Server URL Required. Specify the name or IP address of the SharePoint server.

  Note: If the Target Folder exists inside the SharePoint Site, use this format for the server URL: https://[host].sharepoint.com/sites/YourSiteName

  If the Target Folder exists at root, use this format for the server URL : https://[host].sharepoint.com

• Username Required. Specify a username to access SharePoint.

• Password Required. Specify a password to access SharePoint.

• Target Folder Required. Specify the path to the SharePoint Target Folder where you want to upload the Salesforce attachments ending with the trailing slash.