Send Salesforce notes to SharePoint by COZYROC

This workflow seamlessly connects Salesforce and SharePoint, streamlining the process of transferring notes created in Salesforce to a designated SharePoint folder. This integration enhances collaboration and data management by centralizing Salesforce notes within the SharePoint environment.

Setup Guide

This integration will pull notes from each Salesforce object specified in the Object List parameter. Depending on what value is set for the parameter File Type, the integration will then generate a zipped Excel xlsx or comma-separated values CSV file in the format Object_CurrentDate_Notes.zip for each object specified in the Object List parameter and then upload these zipped files to a Sharepoint destination 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 name. Multiple object's names are comma separated e.g. Account, Contact, Case, etc.

Sharepoint

• 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

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

• Username Required. Specify a username to access SharePoint.

• Password Required. Specify a password to access SharePoint.

• File Type Required. This parameter accepts values Excel or Comma Separated Values. The Default is set to comma-separated values from the drop-down menu.

• Destination Folder Required. Specify the path to the SharePoint destination folder where you want to upload Salesforce notes.