We have just integrated Sharepoint with Salesforce in our sandbox. We understand that in order to Share or attach specific documents on an account record, we must use the Chatter Attachment to search and attach file. Is there a way to created a custom application for Salesforce–SharePoint integration with the Lightning Component framework? We would like the application to appear as a separate section on the account record. We would like it to also allow the following:
- Searching for SharePoint files from Salesforce.
- Uploading files from Salesforce directly into SharePoint.
- Uploading files from Outlook integrated with Salesforce into SharePoint.
- Previewing and downloading SharePoint files right from Salesforce.
- Relating SharePoint files to particular Salesforce Account, Contact and Opportunity records.
Any help would be appreciated. Referencing How-To-Guides would be REALLY great
3 answers
Can share your scenario in a document and solution approarch ,so we had same task where we need first integrate then show all files and folders in lwc in salesforce.
