Integration

Top 20 Salesforce Integrations Tools and CRMs Every Business Should Know

Integrating Salesforce with other business tools improves productivity, accuracy, and collaboration across teams. A strong integration ensures that information flows easily between departments such as marketing, sales, service, and finance, without manual effort or data duplicaton. Whether connecting marketing automation, project management, or accounting platforms, Salesforce integrations help unify systems and provide clear visibility into […]

Best SharePoint Connectors With Salesforce: Comparison and Use Cases

Integrating Salesforce with SharePoint has become a game-changer for document management in many organizations. As a Salesforce consultant with 17 years of experience, I’ve seen how a well-planned SharePoint integration with Salesforce CRM can eliminate information silos and save users countless hours. In fact, one study found that employees spend over 9 hours per week […]

How Offloading Files to SharePoint Can Reduce Salesforce Storage Costs

Salesforce is a powerful CRM platform, but many organizations are caught off guard by escalating storage costs as their data grows. Every file attachment, email, and document saved in Salesforce eats into your limited storage allocation – and buying more space isn’t cheap. Offloading files to an external system like SharePoint can be a game-changer […]

Common Connection Issues Between Marketo and Salesforce and How to Solve Them

Integrating Marketo with Salesforce is critical for marketing ops and sales teams to work from the same lead and campaign data. Yet even with a correctly configured connector, many organizations encounter Connection Issues that disrupt data flow. For example, new Marketo leads often don’t appear in Salesforce unless a special Smart Campaign is set up. […]

Manage SharePoint Docs Without Leaving Salesforce

Modern B2B teams often juggle CRM records in Salesforce and documents in SharePoint. Switching between the two platforms wastes time and can lead to lost or outdated files. For example, Salesforce’s built-in storage is limited (only 10 GB plus 2 GB per user) while SharePoint Online offers roughly 1 TB per user. Offloading large attachments to SharePoint (and […]