Here are short instructions on how to set up one-way synchronization Salesforce to an Office 365 SharePoint Library.
- Start the synchronization wizard to sync two cloud accounts.
- Click the Office 365 SharePoint icon:
- Select an already-configured SharePoint account or click “Add Office 365 SharePoint” to add a new SharePoint account:
- If you click “Add Office 365 SharePoint,” you will be forwarded to authorize cloudHQ to access your account:
- Click “Accept” to authorize cloudHQ to access your account:
- Search SharePoint Document library you want to sync. Please type more than 2 characters of site name to search:
- Select the SharePoint folder you want to sync or click “Create Folder” to create a new one, then click “Select”:
- Click “Switch to one-way sync” so that sync will be one-way sync.
- Click the Salesforce icon:
- Select an already-configured Salesforce account or add a new Salesforce account:
- If you click “Add Salesforce,” you will be forwarded to authorize cloudHQ to access your account:
- Select the Salesforce Document Library you want:
- Choose your options. Synchronization starts automatically:
- The synchronization status will display after the initial synchronization.
- Here is How to Monitor Status of Sync.
- An email will confirm the success of the initial synchronization.