📁 Connect Salesforce with OneDrive for Business

Sync documents and assets seamlessly — eliminate manual uploads and outdated files.

Manually transferring files between OneDrive and Salesforce introduces errors, delays business processes, and risks using unapproved document versions.

With IT Partner's API integration service, you can:

Embed OneDrive files in Salesforce as secure links (files remain in OneDrive)
Automate alerts when linked files are updated (Power Automate required)
Enforce access via Microsoft 365 permissions and security policies
Maintain full audit trails and version control

Salesforce Record with OneDrive File Preview

🔗 Key Features

Secure API integration – Files remain in OneDrive; Salesforce displays secure previews using Graph API
Automatic version control – Always reference the latest OneDrive file version
Compliance-ready – Azure AD permissions, Microsoft 365 sensitivity labels, and OneDrive audit trails
REST API-based integration – Modern, scalable connection between platforms
Automated workflows (optional): - File changes → Notify teams via email/Teams - New documents → Auto-link to Salesforce records - Permission changes → Sync access rights automatically

Workflow: Before (Manual) vs After (Automated)

⚙️ How It Works

API Connection – Establish secure connection between Salesforce and OneDrive using Microsoft Graph API and Salesforce REST API
Secure linking – Generate authenticated OneDrive URLs in Salesforce via API integration
Permission synchronization – Control access via Azure AD security groups and sharing policies
Configure automated workflows (if licensed): - Power Automate monitors OneDrive changes → Sends real-time notifications - Advanced: API automatically updates Salesforce records when documents change

⚠️ Technical Considerations

One-way sync – Salesforce embeds links; document edits require OneDrive
Authentication required – Users must have appropriate Microsoft 365 licenses to access files
Power Automate – Required for automated alerts (Plan 1/licensed users)
Supported file types – Common business formats (PDF, DOCX, XLSX, JPEG, PNG)
API limits – Subject to Microsoft Graph API and Salesforce API rate limits

🎯 Ideal For

Sales teams managing proposals, contracts, and client documents
Organizations using Microsoft 365 security and compliance tools
Companies requiring unified document management across CRM and cloud storage
Businesses automating document-driven workflows and approvals
Teams needing real-time document collaboration with CRM integration

🏆 Why IT Partner LLC?

Experts in Microsoft Graph API and security integration
Salesforce API specialists – Deep expertise in CRM automation and integration
End-to-end ownership – From strategic planning to implementation and support
Performance-focused – Build with scale, speed, and measurable ROI in mind
24/7 support – Continuous monitoring, maintenance, and optimization
Security first – Industry best practices for data protection and authentication

💬 Get Started Today

Ready to transform your document management workflow? Contact us to discuss your integration needs:

Let's build your integrated document management system with purpose and precision.

Salesforce and OneDrive for Business Integration

IT Partner LLC

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