NOTE: You must have a cloudHQ business plan to sync Salesforce. During the creation of a sync pair between Salesforce and OneDrive for Business, cloudHQ will create the following folders:

• Data Export: This folder contains all CSV exports created by us and scheduled exports.
• Reports: This folder contains all your reports.
• Documents and Files: This folder contains all files and documents inside your Salesforce.
• Accounts, Campaigns, etc.: This folder contains files, documents, notes, discussions, and summaries for each of your accounts, campaigns, opportunities.

For example, for each account you will see a document called “Account_summary.pdf,” which is a summary information for that account.

Here are short instructions for how to sync Salesforce to a OneDrive for Business folder.

1. Start the synchronization wizard to sync two cloud accounts.
2. Click the Salesforce icon:
   
3. Select an already-configured Salesforce account or click “Add Salesforce” to add a new Salesforce account:
   
4. If you click “Add Salesforce,” you will be forwarded to authorize cloudHQ to access your account:
   
5. Choose how you want to sync Salesforce, then click “Next Step”:
   
6. Click the OneDrive Business icon:
   
7. Select an already configured OneDrive Business account or add a new OneDrive Business account:
   
8. If you click “Authorize OneDrive Business,” you will be forwarded to authorize cloudHQ to access your account:
   
9. Select what you’d like to sync, then click “Next”:
   
10. Select the OneDrive folder you want to sync with Salesforce or click “Create folder” for a new one:
    
11. Choose your options. Synchronization will start automatically:
    
12. The synchronization status will display after the initial synchronization.
13. Here is How to Monitor Status of Sync.
14. An email will confirm the success of the initial synchronization.