Most orgs that run on Salesforce also run on Microsoft 365. Sales lives in the CRM, while contracts, proposals, and signed paperwork live in SharePoint. Sooner or later, the same request lands on every admin’s desk: can’t we just connect these two? Here is the catch that teams only spot after they have bought. “Connect Salesforce and SharePoint” hides three different outcomes that all look like the same purchase. One is access: a user can open a SharePoint file from a record.
