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Topics#Sales And MarketingSteve Wilhite's Question
Steve Wilhite asked in #Sales And Marketing
Oct 8, 2012, 4:43 PM

sharepoint

Currently we use Sharepoint as our central respository for documents and would like to link salesforce opportunities, accounts, etc to those documents/folders

 

Is that possible?

 

Basically what I would like is to like the account to the folder and individual opportunities to lik to multiple documents.

 

Thanks!
5 answers
  1. Joey Chan (Cloud Jedi Solutions)
    Oct 8, 2012, 4:51 PM
    Do you simply need a link to the sharepoint files or do you need to copy the files into Salesforce?
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