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Embed our Salesforce web part onto your SharePoint pages and customize their design
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Embed our Salesforce web part onto your SharePoint pages and customize their design
Experience maximum productivity with the adenin integration that meshes Salesforce and SharePoint. This integration offers a web part that brings all your crucial Salesforce data straight into your SharePoint site. Need to search for something in Salesforce? No problem! With our SharePoint integration, you can do it all from one place, reducing the need to switch tabs or apps, and enabling you to stay within the comfort of your Microsoft 365 environment.
Features of the Salesforce-SharePoint Integration:
Benefits:
Developers will love:
Ready for a more seamless work experience? Start your free account with adenin today. Dive into a world where Salesforce and SharePoint coexist, and watch your productivity soar!
Make working together better with the Card maker web part that easily lets you embed your adenin personal dashboard cards into Microsoft 365 SharePoint.Enhance your SharePoint intranet with this plugin that shows Adaptive Cards including interactive elements, such as lists, images,... Read more
Salesforce provides the following 5 data sources:
By using the Salesforce app for SharePoint you get the following features:
These 5 Salesforce Cards can be added to your SharePoint instance straight away:
Yes, SharePoint is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as SharePoint are free, the use of adenin (including using data from Salesforce) incurs usage charges according to your plan. See the pricing page for details →
adenin’s SharePoint connector is a popular choice for Customer Service, IT and Marketing teams at small to large organizations. The data sources that are built into Salesforce (see above) are incredibly simple to integrate into SharePoint and don't require any technical know-how. The adenin platform completely handles authenticating with Salesforce and then loads your data into an Adaptive Card layout that, in turn, will be embedded into SharePoint.
No, the integration is designed to help busy managers stay on top of their various workplace applications, where Salesforce is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Salesforce integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).
Then with the built-in Card designer we automatically generate a layout from your Salesforce data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.
Lastly, there will be the SharePoint integration which is self-explanatory to install. Just check the installation instructions section for more details.
We use the secure OAuth standard which means you authorize adenin accessing your Salesforce data and in turn authorize us to share this data with SharePoint. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case SharePoint) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.
Yes, the Salesforce web part is available to use on communication and team SharePoint sites, as well as on Viva Connections dashboards. Simply follow the installation instructions below to see how the App integrations web part can be added to your SharePoint pages, and how you can select the Salesforce integration from the list of available apps.
We're always delighted to hear from users – especially if the reviews are this glowing
"⭐️⭐️⭐️⭐️⭐️ Shows a timeline of upcoming events"
Our team needed a straight forward way to see upcoming sales calls in SharePoint. This web part lets you show users their own calendars, as well as shared ones and was just the ticket. During installation we got an error message, which the support addressed.
"⭐️⭐️⭐️⭐️⭐️ The Digital Chatbots"
What do you like best about the product?
It provides reminders from my google calendar. I can customise my board to access all my daily essentials in one place. Such as google drive, emails, Jira updates, and more. It has made my life much easier. I do not have to open every single app separately to find messages.
What do you dislike about the product?
It is a bit pricey. The prices could be lower.
What problems is the product solving and how is that benefiting you?
Saving time and energy by providing all updates in one place. Connected to several apps such as Slack, gmail, drive, sheets, etc.
"⭐️⭐️⭐️⭐️⭐️ Simple widget"
This simply reads in your RSS feeds and makes it into a web part, for example to share your company blog. The web part's look can be fully adjusted, but there is a small monthly fee for this service (outside of a small monthly allowance).
"⭐️⭐️⭐️⭐️⭐️ Viva Connections"
We connected Workday to our Viva Connections dashboard to show users their PTO balances and offer a convenient way to request time off. The support was very helpful to go through an internal Infosec approval which added about 6 weeks to be able to roll it out. But the result is perfect!
"⭐️⭐️⭐️⭐️⭐️ Show conversations from non-Teams locations"
Through a merger we had some locations that were used to Slack, and with this web part we could easily import their recent conversations into our SharePoint pages which makes it easier for management to monitor our new stores.
"⭐️⭐️⭐️⭐️ The app store Viva was meant to have"
Despite a lot of hype around Viva dashboard we always held back rolling it out as there was just not a lot of apps available for it, we use ServiceNow, Salesforce and Workday for example; none of which are available in App Source. The only way really was to make up a custom ACE that's pretty much just a fancier bookmark to link out to each portal. So I was stunned to see these 3 apps being available through this Viva app. SNOW took help from their support team get started, and we hit one or two roadblocks submitting requests to Workday, etc. so it's not perfect but after a couple of support sessions we were able to put together a Viva homepage that works great for users and, to my eye, really delivers on the vision Microsoft promised with Viva being the central tab in Teams + SharePoint. So this app = must have
"⭐️⭐️⭐️⭐️⭐️ App store for web parts"
I understand this is a company trying to create a marketplace of apps for SharePoint web parts which is a cool idea. It generates a list from the connected app's API which you can then refine. The selection could be a lot bigger, but for the apps I wanted and they had, it worked really well.
With adenin you can easily integrate any business app into SharePoint
Click the Add button below
Add Salesforce to adeninEither log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Salesforce integration will start.
Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Salesforce account and more attributes (if they are required).
At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Salesforce API.
Salesforce
Your Card will now appear on your adenin dashboard.
Modify or embed your Salesforce Adaptive Card from the ··· button in the top right-hand corner of your card:
Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.
By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Salesforce works as a SharePoint web part, or with chatbots such as Microsoft Teams.
To begin, add the adenin SharePoint integration to your SharePoint account.
Adenin's platform is presented in SharePoint as the App integrations by adenin package. It's easy to install it and will give you access to all the App Directory apps and the Card designer.
Click the Install web part button above, which will open the App integrations app on Microsoft App Source.
Sometimes, the installation from the App Source website can prove tricky. An easier way can be to instead search for the app on the SharePoint App Store, however there isn't a direct link to it so we'll explain how to manually find it
Go to the More features page in the SharePoint admin center and select Open under Apps
On the Manage apps page, select SharePoint Store in the left pane.
Search for App integrations by adenin and there select Add to Apps site
During the installation, select to Enable this app and add it to all sites, then press Add
After the installation you will be asked to Approve access so this app works as designed which you should follow by clicking on Go to API Access Page
There select the request for the User.Read scope and then press Approve. If there's nothing showing under Pending requests, then another SharePoint app has been granted this same permission in the past (it only needs approval once for all your SharePoint apps). Conversely, the User.Read scope could show as being requested by another app, in which case that app previously made the request during its installation, and it never got approved.
Now go to a SharePoint page, and add a App integrations web part to it
Then select the Edit icon and select Embed an existing Card
Now paste the Card Share URL from your adenin account. This can be found on any Card by clicking on the ··· menu and then Share.
adenin’s SharePoint integration isn't just limited to Automation applications, such as Salesforce. Truly transform your SharePoint experience by simply browsing our App Directory for all your other work tools.
It’s like a personal homescreen where you can monitor everything with ease and from one central location.
Browse App Directory
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