Here are short instructions for how to sync OneDrive and Salesforce:

  1. Start the synchronization wizard to sync two cloud accounts.
  2. Click the OneDrive icon:
     OneDrive icon
  3. Select an already-configured OneDrive account or click “Add OneDrive” to add a new OneDrive account:
    OneDrive account
  4. If you click “Add OneDrive,” you will be forwarded to authorize cloudHQ to access your account:
    Add OneDrive
  5. Choose what you’d like to sync then click “Next”:
    OneDrive folder
  6. Choose the OneDrive folder you want to sync or click “Create folder” for a new one:
  7. OneDrive folder

  8. Click the Salesforce icon:
    Salesforce icon
  9. Select an already-configured Salesforce account or click “Add Salesforce” to add a new Salesforce account:

    Salesforce account

  10. If you click “Add Salesforce,” you will be forwarded to authorize cloudHQ to access your account:

    Add Salesforce

  11. Select an already-configured Salesforce folder you want to sync:

    Salesforce Folder

  12. Select your options. Synchronization will start automatically:

    Sync Options

  13. Here is How to Monitor Status of Sync.
  14. An email will confirm the success of the initial synchronization.