Power Platform
Integrating SharePoint & Salesforce to drive efficiency and growth
A secure, integrated SharePoint and Salesforce solution that automated manual steps and enhanced data capture and analytics — boosting efficiency, strengthening security and expanding case-handling capability.
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Financial Services
The challenge
Manual steps and data spread across SharePoint and Salesforce slowed the team down and made it hard to capture, report on, and act on case information consistently.
Growth was limited by the amount of case handling the existing, disconnected tooling could support.
Our approach
We designed a secure, integrated solution that connected SharePoint and Salesforce, automated the manual steps in the workflow, and strengthened how data is captured and analyzed.
Outcomes
- ✓Automated previously manual steps
- ✓Enhanced data capture and analytics
- ✓Strengthened security across the workflow
- ✓Expanded case-handling capability to support growth
Microsoft technology
SharePointSalesforcePower Platform
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