Soaritude SharePoint Sync
SharePoint files in context on Salesforce records
See and work with SharePoint files directly on Salesforce records — no swivel chair, no duplicates, no second copy to govern - Files where you need them in Salesforce, but governed in Microsoft 365.
Why sync
Two systems, one source of truth
Files stay in SharePoint under IT governance, and show up on the Salesforce record where the work happens.
Storage costs stay down
Files live in SharePoint, where storage is already paid for, instead of consuming Salesforce file storage at a premium.
One version, everywhere
Edit in Microsoft 365 or open from the record — it is the same file. No re-uploads, no attachments circulating by email.
Governance stays with IT
Retention, DLP, eDiscovery and sensitivity labels continue to apply. Compliance keeps the controls it already owns.
Context on the record
Contracts, statements of work and onboarding packs appear against the Account, Opportunity or Case they belong to.
Less manual handling
No downloading, renaming and re-filing between systems. The folder structure is created for you when the record is.
Access follows Salesforce
Sharing rules drive who sees what. Permissions are granted by the record, not by someone remembering to share a link.
On the record
What your team actually sees
The sync component sits where you choose on the detailed page.
Opportunity
Northwind Expansion
- Amount
- $248,000
- Close Date
- 31/10/2026
- Stage
- Proposal
- Owner
- A. Meyer
The same component can sit on its own Soaritude SharePoint Sync tab for a full-width file view, instead of — or as well as — the right-hand column.
Soaritude SharePoint Sync
SyncedFeatures
What is in the package
Installed, setup and ready to be operationalized — in hours.
Embedded file component
A Lightning Web Component on any object: browse, upload, preview and open in Microsoft 365 without leaving the record.
Automatic folder provisioning
Folders and metadata created from record templates when the Account, Opportunity or Case is created.
Naming and metadata rules
Configurable conventions applied on upload, so document libraries stay searchable as volume grows.
Bi-directional sync
Changes made in SharePoint reflect on the record, and the reverse — with conflict handling and a sync log.
Permission mapping
Salesforce sharing translated to SharePoint access, including community and partner user scenarios.
Bulk migration tooling
Existing Salesforce attachments and Files moved into SharePoint in place, with links preserved.
Admin console
Object mappings, folder templates and sync rules configured by admins in setup — no code required.
Error handling and alerting
Failed syncs surfaced, retried and reported, so nothing fails quietly in the background.
Audit trail
Every sync, upload and permission change logged for review and evidence at audit time.
See it live
Ready to stop copying files between systems?
A short demo: we map one object in real time to a document library and show the sync end to end.
Complimentary 45 minutes session