NOTE: You must have a cloduHQ business plan to sync with Salesforce. During the creation of sync pair between Salesforce and Office 365 SharePoint, 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 an “Account_summary.pdf,” which is a summary of the information for that account.

Here are short instructions on how to sync Salesforce to an Office 365 SharePoint site folder.

  1. Start the synchronization wizard to sync two cloud accounts.
  2. Click the Salesforce 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 what you’d like to sync or back up, then click “Next Step”:

    Salesforce folder

  6. Click the Office 365 SharePoint icon:

    Office365 Sharepoint

  7. Select an already-configured Office 365 SharePoint account or add a new Office 365 SharePoint account:
    Office365 Sharepoint account
  8. If you click “Add Office 365 SharePoint,” you will be forwarded to authorize cloudHQ to access your account:
    authorize cloudHQ
    authorize cloudHQ
  9. Select the Office 365 SharePoint folder you want to sync with Salesforce or click “Create folder” for a new one:
    Office365 Sharepoint folder
  10. Choose your options. Synchronization starts automatically:
    Start sync
  11. The synchronization status will display after the initial synchronization:
  12. Here is How to Monitor Status of Sync.
  13. An email will confirm the success of the initial synchronization.