NOTE: You must have a cloudHQ business plan to sync Salesforce. During the creation of a sync pair between Salesforce and OneDrive for Business, 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 a document called “Account_summary.pdf,” which is a summary information for that account.

Here are short instructions for how to sync Salesforce to a OneDrive for Business 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 how you want to sync Salesforce, then click “Next Step”:
    Salesforce folder
  6. Click the 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. Select what you’d like to sync, 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
  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.