Solution: Salesforce and Sharepoint integration

Case Study

Charity/ NFP

Media

All Industries

Engineering

A key client on a journey to automate operational processes, faced a fundamental disconnect between two of its core platforms — Salesforce (CRM) and SharePoint (document storage). The team was duplicating efforts, re-uploading files, and losing time toggling between tabs. That’s when Brysa stepped in.

Location

United States

TEAM

50+ across functions

Challenges faced

Primary challenge: The organisation struggled with Salesforce's file storage and lack of integration with SharePoint, leading to repetitive tasks.

Teams had to upload documents to Salesforce while managing edits separately on SharePoint, resulting in inefficiencies and version mismatches.

Additional challenges: Salesforce was not fully leveraged — it served only as a basic CRM, not as a central platform.

Users lacked a single source of truth for accessing client-facing documents like proposals, contracts, and deliverables.

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What we did

We designed a seamless, bi-directional integration using CloudFiles, bridging the gap between Salesforce and SharePoint. We enabled real-time file synchronisation, eliminated duplication, and enhanced access control, transforming Salesforce into a unified business workspace.

Empowered the business to manage files directly from Salesforce, leverage SharePoint’s storage capacity, and boost operational efficiency across all teams.

Building Blocks of Success

Two-Way Document Sync

CloudFiles Integration for Real-Time File Management

Deployed CloudFiles to synchronise SharePoint libraries with Salesforce records.
Any changes - additions, deletions, edits - on one platform are reflected instantly on the other, eliminating the need for manual updates or re-uploads.

Smart Sharing & Communication

Hyperlink-Based File Access with In-Line Collaboration

Enabled secure file sharing via hyperlinks with custom permissions (View, Comment, Edit).
A built-in chat interface allowed internal teams or customers to communicate directly within file links, reducing email back-and-forth.

Structured File Mapping

Custom Folder Logic & Access Continuity

Built custom logic to point Salesforce records to the right SharePoint folder with 100% accuracy.
Maintained existing access permissions and folder hierarchy, ensuring continuity without compromise.

File Analytics for Smarter Decisions

View Tracking & Engagement Metrics

The integration provided download counts, time-spent metrics, and unique view data.
These insights helped the teams prioritise follow-ups and refine content delivery based on real usage patterns.

Single Source of Truth Implementation

Salesforce as the Central Hub

The integration enabled Salesforce to host both structured CRM data and unstructured documents, making it the unified home for customer engagement, documentation, and project tracking.

Impact

The result of our collaboration

Our implementation successfully streamlined complex document management for our client.

50% less time spent on repetitive document uploads

30% uplift in Salesforce adoption as users relied on it as a true single source of truth.

Eliminated version mismatch with real-time file sync

No storage constraints, thanks to SharePoint’s scalability

Improved document security with tighter access controls

Function

Services

Outcomes

Technologies