Modernise legacy case management with Salesforce and SharePoint
Best practice guidelines for integration
Modernise legacy case management using Salesforce/SharePoint Form
You’ve been told that you need to reduce costs, time-wastage, and enhance collaboration by integrating Salesforce and SharePoint. You can leverage the best of both Salesforce and SharePoint, whilst giving users of each platform a smooth experience across the two.
This Business Guide provides considerations and best practice for IT managers and Salesforce users to follow when building a business case for Salesforce–SharePoint integration for their legacy case management scenarios.
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