Salesforce – Sharepoint Integration

The background process runs as a Windows service and works according to the pull principle. Salesforce is queried as to whether Salesforce objects such as accounts, opportunities or quotes have been newly created or their names have been changed, whether the assignment of an object to an account has been changed, for example, or whether files have been uploaded to objects. For each account (as the highest object in the hierarchy), a site is created in the Site Collection on the Sharepoint page using a customer template; the associated objects such as opportunities and quotes are assigned folders in their own lists on the site. Adjustments to the naming of an object or the object hierarchy in Salesforce are tracked accordingly in Sharepoint, and new files are moved to the corresponding Sharepoint folders.