IT Admin: How to integrate Salesforce and Office365 OneDrive accounts

To integrate Salesforce files and reports of users to OneDrive accounts managed, you need to create two-way sync pairs like this:

Salesforce (bob@acme.com)/ All Files <-> OneDrive (bob@acme.com)
Salesforce (bob@acme.com)/ Reports <-> OneDrive (bob@acme.com)
Salesforce (alice@acme.com)/ All Files <-> OneDrive (alice@acme.com)
Salesforce (alice@acme.com)/ Reports <-> OneDrive (alice@acme.com)
...

The above will create a two-way sync of each Salesforce account with a corresponding OneDrive account. The data and reports will be integrated, and it will also be kept in sync — allowing you seamless transition.

Here are step-by-step instructions for how to setup data integration sync pairs.

Salesforce Preparation:

  • Ensure that you are Salesforce admin.

Office 365 Preparation:

  • OneDrive Business accounts have to be fully provisioned. cloudHQ will not provision Office 365 OneDrive Business accounts on your behalf. This means each Office 365 user must log in at least once to their OneDrive Business account.
  • An Office 365 admin needs to be added as an admin to users’ personal websites.
    The instructions are here: https://support.cloudhq.net/how-to-enable-admin-access-to-all-office-365-onedrive-users.
  • Please wait as it will take some time to propagate ownership changes

Authorize cloudHQ to access your Office 365 domain

Start the cloudHQ wizard to create sync pairs

  • Go to https://www.cloudhq.net/multi_setup_wizard?prompt_auth=true:
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  • Select “Back up or Sync for Multiple Users”:
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  • Select Office365 as your primary user directory:
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  • Click the Salesforce icon:
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  • Select users:
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  • Click on the OneDrive icon.
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  • Verify the sync pairs.
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  • Click on “Finish” to create sync pairs and start the migration.
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