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Search Across SharePoint and Salesforce The Easy Way

Cloud computing has completely changed how companies store, share, access and manage information. This is true for both SMBs and enterprises.

In fact, the popularity for these services is so profound, you’d be hard pressed to find a company that isn’t using at least one popular cloud platform.

Two of these platforms — Microsoft’s SharePoint and Salesforce.com — help tens of thousands of companies store, collaborate and act on an incredible amount of information every single day. Both platforms help businesses capitalize on their information in different ways. But for companies that use both platforms, that content isn’t easily found.

Or at least, not until now.

Let’s quickly review the benefits of both platforms, and then we’ll show you everything you need to link up Salesforce and SharePoint into a seamless, unified cloud!

What Is SharePoint?

Sharepoint is a document management and storage system which allows businesses to track, locate and retrieve digitally stored documents and records quickly and effortlessly.

Since its launch by Microsoft in 2001, it has vastly expanded its feature and product list, which now includes:

  • Seamless sharing and collaboration: Teams can access and retrieve data from any device, and changes to documents occur in real time.
  • Data organization: SharePoint lets businesses organize their data on their terms and in a way that makes sense to them.
  • Productivity: Create notifications for stored data, request approvals for documents, create forms and workflows and even custom apps.

And we’re barely touching the surface of what SharePoint can do. This is just a primer.

What is Salesforce?

Salesforce is perhaps the most well-known SaaS platform in existence, with some 100,000 businesses small and large performing their customer-facing operations daily on the platform.

Salesforce.com offers many benefits for companies, including:

  • Cloud-based CRM: Employees can access customer records, resolve customer support tickets, and track down elusive contact information all from a single platform and on any smart device.
  • Digital marketing and sales: Salesforce doubles as a marketing and sales platform. Marketing teams can create funnels and deliver leads to sales teams for processing.
  • Automation: An incredible number of tasks can be automated with the help of the Salesforce platform. Data can be manipulated in ways that far outpace the “good ol’ days” of excel spreadsheets and other data crunching platforms.

Linking Salesforce and SharePoint? Behold!

When some people envision The Cloud, they tend to think of it as a unified thing, a giant source of company data which we can pull from at will.

That, of course, isn’t very accurate. There are many clouds, and a company using SharePoint and Salesforce may have their marketing or accounting data on the former and all customer feedback and contact information on the latter.

For years, there was no way to effectively locate and manage ALL company data from one place without accessing half a dozen cloud platforms. This problem is disappearing however with the advent of search tools which bridge disparate cloud platforms and storage locations and use intelligent AI to help customers and employees find what they need faster and more efficiently than ever before.

In other words, you get the benefits of a unified source of company data without having to abandon all of the workflow and data platforms which individual departments use to stay organized. And that, my friends, is a beautiful thing!

Swiftype = One Access Point for All of Your Clouds

Intelligent search tools are now capable of turning once-separate cloud databases and platforms into a single, unified source of information for fast growing companies. Linking Salesforce and SharePoint is just the beginning of what you can do with Swiftype!

Want to learn more about how we can help link your cloud databases? Contact us today at hello@swiftype.com.

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