Here are short instructions for how to set up one-way ynchronization between an Office 365 SharePoint and Salesforce.

  1. Start the synchronization wizard to sync two cloud accounts.
  2. Click the Office 365 SharePoint icon:
    Office365Sharepoint
  3. Select an already-configured SharePoint account or click “Add Office 365 SharePoint” to add a new SharePoint account:
    Office365Sharepoint
  4. If you click “Add Office 365 SharePoint,” you will be forwarded to authorize cloudHQ to access your account:
    Office365Sharepoint
  5. Click “Accept” to authorize cloudHQ to access your account:
    Office365Sharepoint
  6. Search SharePoint Document library you want to sync. Please type more than 2 characters of site name to search:
    Office365Sharepoint
  7. Select the SharePoint folder you want to sync or click “Create Folder” to create a new one, then click “Select”:
    Office365Sharepoint
  8. Click “Switch to one-way sync” so that sync will be one-way sync.
  9. Click the Salesforce icon:
    Salesforce
    Salesforce
  10. Select an already-configured Salesforce account or add a new Salesforce account:
    Salesforce
  11. If you click “Add Salesforce,” you will be forwarded to authorize cloudHQ to access your account:
    Salesforce
  12. Select the Salesforce Document Library you want:
    Salesforce
  13. Choose your options. Synchronization starts automatically:
    Salesforce
  14. The synchronization status will display after the initial synchronization.
  15. Here is How to Monitor Status of Sync.
  16. An email will confirm the success of the initial synchronization.