How to Integrate Salesforce and Office365?

How to establish the Salesforce Office 365 integration in detail in order to boost your productivity and save more time to spend on value-added Sales activities.

Before getting into the details, let’s discuss both platforms in brief.

• Office 365 is a Cloud-Based Software-as-a-Service that allows you to collaborate with online versions of Microsoft Word, PowerPoint, Excel, and OneNote.
• It is a cost-effective way for organizations to facilitate Office Documentation, Content Management, File Sharing, Communication, and Collaboration tasks.

Introduction to Salesforce

• Salesforce is Cloud-based, implying that it can provide high flexibility and scalability to its users. Salesforce is the ultimate solution for your business as it allows for all the necessary elements for your business on an automation platform with embedded intelligence.
• Also, check out our How To Use Salesforce for 2024

Introduction to Office 365

• Office 365 is Microsoft’s suite of intelligent apps. In short, Office 365 provides you with everything you need for your business to maximize Productivity, Communication, Project Management, and other key areas of Business Performance.
• Apps and features offered by Office 365 include:
  • Office Suite, Skype for Business, One Drive, One Note
  • Teams, Planner & SharePoint

Prerequisites

To set up a Salesforce Office 365 integration, you should have:

• An Office 365 Account
• A Salesforce User Account
• A Microsoft Flow Account

Steps to Salesforce and Office 365 Integration

Follow the below-mentioned steps to seamlessly set up a Integration

1. Log in to Microsoft Flow with your credentials.
2. Locate “My Flows” on the top and click on it.
3. To begin, create a new blank Flow by clicking on “Create a flow from blank”.
4. To start with a trigger, search for “Salesforce”.
5. You’ll find two trigger actions, “When a record is created” and “When a record is modified”.
6. You can choose an action as per your requirements. “When a record is modified” is selected for the purpose of this demonstration.
7. Select your Salesforce environment (Production or Sandbox) where you’d like to install it.
8. Select the API version.
9. You will be prompted to log in to your Salesforce account.
10. Now, you’ll need to select the Salesforce Object that you want to trigger the Flow for. “Opportunities” is selected as the record type for the purpose of this demonstration.
11. You can use additional filtering options to configure your trigger action by clicking on “Advanced Options”.
12. After configuring the trigger action, you now have access to all of the opportunity’s dynamic data such as the Account ID, Amount, Opportunity Name, etc.
13. Now you can choose from a set of options what you want to do next. For instance, you can post a message on Microsoft Teams about the opportunity, or you can create a new site in SharePoint, etc.
14. For the purpose of this demonstration, a SharePoint item will be created.
15. Click on “Next Step” and search for “SharePoint” in the connectors.
16. Select the action as “Create item”.
17. Fill in the required fields (using the Salesforce Fields) as per your requirements.
18. Save your Flow.

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Purpose of Salesforce Office 365 Integration

Being a Salesperson, you know that closing a deal means keeping everyone involved on the same page. The combination of Office and Salesforce will help you make sure your deals go smoothly by keeping your tools and people on the same page.

The Salesforce and Office 365 integration lets you keep a complete record of all your communications. With Salesforce Office 365 integration, you can enjoy the following benefits:

1. Salesforce Office 365 integration permits you to pass your data to and from the internal and external systems.
2. It allows you to add Salesforce tasks to the Microsoft To-Do list.
3. You can send an email directly from Office 365 whenever new Salesforce Opportunities are created.
4. The Salesforce Office 365 integration will keep you notified about activities in a Salesforce Opportunity you want to track.
5. With Salesforce Office 365 integration, you can host, monitor, and manage all of your content online, as per your business requirements.

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FAQs

Conclusion

• It also provided the importance and need of this integration. Furthermore, it provided a step-by-step guide that you can use to set up Salesforce Office 365 integration manually.
• Just like SharePoint, you can follow a similar workflow to integrate Salesforce with other Office 365 services via Microsoft Flow.
• If you want to automate your data flow between Salesforce and Office 365, you can further explore no-code automated integration solutions like Hevo Data.

Visit our pricing page for more information.

Do you use Salesforce? Share your experience of working with Salesforce Office 365 integration in the comments section below.