Here are short instructions for how to integrate or backup Salesforce to other cloud storage, in this case OneDrive for Business folder:

  1. Start the Salesforce wizard.
  2. Click “Integrate and Backup Salesforce Files” icon:
     Salesforce icon
  3. Select an already-configured Salesforce account or click “Add Salesforce” to add a new Salesforce account:
     Salesforce account
  4. If you click “Add Salesforce,” you will be forwarded to authorize cloudHQ to access your account:
    Add Salesforce
  5. Choose “Back up or integrate Salesforce documents, attachments, and files”. Tick box “Group files in folders per each account, opportunity, etc.”:
    Salesforce folder
  6. Click the icon where you want to backup, in this example is OneDrive Business icon:
    OneDrive Business icon
  7. Select an already configured OneDrive Business account or add a new OneDrive Business account:
    OneDrive Business account
  8. If you click “Authorize OneDrive Business,” you will be forwarded to authorize cloudHQ to access your account:
    authorize cloudHQ
  9. Create new folder or select existing folder, then click “Next”:
    OneDrive Business folder
  10. Select the OneDrive folder you want to sync with Salesforce or click “Create folder” for a new one:
    OneDrive Business folder
    OneDrive Business folder
  11. Choose your options. Synchronization will start automatically:
    Start sync
  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.