How to Connect Sharepoint with Salesforce: 1-Min Guide

How to Connect Sharepoint with Salesforce

Updated on:

May 12, 2026

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Use this interactive demo to learn how to install Cloudfiles Document Management from Salesforce AppExchange.

Quick summary

This tutorial shows how to install Cloudfiles Document Management from Salesforce AppExchange into your Salesforce sandbox environment. Follow the step-by-step installation flow to connect SharePoint document management directly within your Salesforce org.

Steps

Go to Salesforce AppExchange and search for Cloudfiles Document Management.
Click the Try It Free button on the listing page.
Select Try in your sandbox to begin a sandbox installation.
Verify your account information and click Continue to Installation.
Click Log In & Install to proceed to your Salesforce account.
Click Use Custom Domain to enter your Salesforce domain.
Enter your custom domain name and click Continue.
Choose who you are installing the app for and click Install.
Grant Third Party Access and click Continue.
Find the installed app under Settings > Advanced Setup > Installed Packages.

📌 Why this matters

Integrating Cloudfiles Document Management with Salesforce via AppExchange gives sales and operations teams direct access to SharePoint documents inside their Salesforce org — eliminating costly context-switching between platforms. This Salesforce SharePoint integration enables teams to manage, share, and collaborate on files without ever leaving Salesforce, boosting CRM productivity. Installing through the AppExchange sandbox environment allows admins to safely test the integration before deploying to production, reducing implementation risk. For organizations already using SharePoint, this native Salesforce connector is the fastest way to unify document management and CRM data in one place.

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