How to Two-way Sync Salesforce with SharePoint
Below, you’ll find a guide on how to perform a two-way Contact sync between Salesforce CRM and SharePoint. This process will allow users to keep Contacts between these two sources in sync.
Steps for Syncing Salesforce with SharePoint
1. Users will first need to log into the CiraHub Dashboard and select Contacts as the object they want to sync. From there, they will have to click CRMs and select Salesforce as the source type of the first contact Spoke. This will prompt the user to enter their Salesforce credentials or use an existing Salesforce profile. For more information on how to sync your Salesforce account, read more here.
2. Users will then need to attach an additional spoke to add GAL contacts within their tenant or another tenant. To connect a SharePoint account to CiraHub, a user will need to click the GRANT ACCESS button and sign in using a Microsoft account associated with SharePoint to give CiraHub additional permissions to browse the company’s users or contact. Then, on the Dashboard, they will need to configure sync settings for the Salesforce and SharePoint Spoke they have created. This will allow Two-way sync between the spokes and Hub. Note that users can attach additional spokes to multiple SharePoint accounts as required. More info on attaching a Salesforce spoke to an existing Hub can be found here.
Why Use CiraHub?
Salesforce is one of the most popular Cloud-based CRM tools used for a variety of support, sales, and marketing operations in a host of industries. Similarly, SharePoint provides a safe and secure location for storing, organizing, sharing, and accessing Contact information from multiple devices. Using CiraHub to sync Salesforce contacts with SharePoint allows users from various teams within the same or separate tenants to share contacts in real-time. Organizations can use CiraHub to sync contacts between Salesforce and SharePoint allows organizations to optimize their workflows, save valuable time and work efficiently, without having to perform manual updates with contact additions. Below are some more articles on syncing Salesforce contacts with various sources.