Salesforce Integration - Office 365 or SharePoint Connection
You have to create the SharePoint
list to host your Salesforce data manually before connect. Please add appropiate
fields or use pre-configured list types, e.g. contacts in this case.
Now you can connect the SharePoint data entity as follows:
- Data Entity Title: Enter as you want.
- Entity Type: Destination in case of an uni-directional connection. You can
setup at the connection's page.
- Data Provider: Select Layer2 Provider for SharePoint to connect to
SharePoint or Office 365.
- Connection String:
URL=<URL of SharePoint Site>
List name or title>. In this case a contact list "Contacts"
View name or title>. Not used in this case, but helpfull to provide certain
fields only and sync more than 5.000 items.
Authentication Method>. Windows in this case, can also be "Office365" or
"ADSF". See below for more details.
User ID=<userID> Your SharePoint
Password=<password> Your SharePoint password
- There is no select statement here, but views should be used instead of.
- No need to give a primary key here, SharePoint Item ID is used
- While writing changes to your SharePoint list you can disable insert, update
or delete operations, if required (e.g. for data aggregation or
You will find more details in the Layer2
Data Provider for SharePoint specification.
Please verify all settings and display the preview data. As a next step you can
map your source data fields to columns in the data destination. In this sample
you can't use auto-mapping (based on field names) because names are different in
Salesforce and SharePoint. Please also note the mapping of the SharePoint Title
field (required in SharePoint).
Fig.: Field / Column mapping between
Salesforce and SharePoint
Now you are ready to run the first synchronization as follows:
Fig.: Manual synchronization between
Salesforce and SharePoint (first run). You can sync changes
automatically in background later on.
As expected contact items are inserted into SharePoint. In case of error
messages follow the instructions, e.g. improve field mapping. Please note that
the first sync can take a while, depending on amount of data. If all looks good,
please run sync again. You should have no changes in SharePoint in case there
were no changes in Salesforce. If you see changes (e.g. all items changed with
each run) your configuration does not work as expected, e.g. because of invalid
data type conversions. Please improve configuration (e.g. column types). When
all works as expected, you can enable scheduling. Please make sure that your
Layer2 Windows Service is up and running to process the changes in background.
No need to have the Connection Manager open or being logged-in at the computer.
Fig.: Salesforce account data
synchronized with SharePoint contacts.
In this sample SharePoint Server on-premises is used to connect to Salesforce, but it works in the same way with new SharePoint Server versions or SharePoint Online, Office 365 - or almost any other data source.