Customer story
How Novo Holdings Strengthened Salesforce and SharePoint Integration with sFiles
Novo Holdings replaced a bespoke Salesforce-to-SharePoint integration with sFiles to gain more control, reduce maintenance, improve document visibility, and keep structured Salesforce data aligned with documents in SharePoint.
“Getting files from Salesforce into SharePoint, as SharePoint is the go-to system for document management, and SharePoint is easily integrated with Teams and OneDrive, which end users use a lot.”Nicky Torstensson · Senior Technical Architect
The context
SharePoint was already foundational. The bespoke connection was the problem.
At Novo Holdings, SharePoint serves as the central document management system and integrates with Microsoft Teams and OneDrive, which are heavily used across the organization.
Before sFiles, the Salesforce-to-SharePoint integration was entirely bespoke. It worked, but it lacked flexibility and required ongoing technical effort to maintain. Novo Holdings needed a scalable, controlled way to keep Salesforce records and SharePoint documents aligned without creating more technical debt.
Why sFiles
More granular control without another custom build
“It seemed to allow for more granular control of integration to SharePoint.”Nicky Torstensson · Senior Technical Architect
Control how Salesforce connects to SharePoint
sFiles gave the team a configurable integration layer for folder structures, object mapping, permissions, and synchronization logic instead of requiring a fully custom build.
The value: More control over how the integration fits enterprise governance and document-management standards.
Keep SharePoint at the center of document management
Files created or managed through Salesforce can flow into SharePoint while users continue to work within the Microsoft 365 ecosystem already used across the organization.
The value: SharePoint remains the central document system while Salesforce stays connected to the right content.
Improve visibility into business documents
The integration gives users a clearer view of documents connected to core Salesforce records such as accounts and opportunities.
The value: Structured CRM data and unstructured documents are easier to understand together.
Implementation & support
A technical implementation backed by responsive support and clear documentation
Implementation quality mattered because this integration sits between two foundational systems. Novo Holdings highlighted both the support experience and the setup documentation as strengths.
Responsive technical support
“For technical implementation and support, Collison is a rock star. Clear communication, swift responses, generally within a business day, and few messages back and forth before the issue is resolved.”
Clear setup documentation
“The user guide in general is really good, and clearly guides the user during setup.”
The value: Clear documentation reduced configuration friction and unnecessary back-and-forth during setup.
What changed
From bespoke integration complexity to a more structured connection
Before sFiles
- 100% bespoke Salesforce-to-SharePoint integration
- Ongoing technical maintenance
- Less flexibility in how the integration was controlled
- More complexity around keeping Salesforce data and SharePoint documents aligned
With sFiles
- Configurable Salesforce-to-SharePoint integration
- Reduced maintenance overhead compared with the custom build
- Improved governance and consistency across document structures
- Clearer visibility into account and opportunity documentation
“Better integration to SharePoint than the previous 100% bespoke integration.”Nicky Torstensson · Senior Technical Architect
Document visibility
Better context around the documents tied to Salesforce records
“Better overview of the documents related to accounts and opportunities.”Nicky Torstensson · Senior Technical Architect
Instead of treating structured CRM data and unstructured SharePoint documents as separate worlds, the team can work with clearer alignment across both.
Operational impact
Less custom maintenance. More consistency and control.
Standardizing the integration layer reduced the ongoing burden of a custom-built connection while improving governance, document structure, and visibility.
- Reduced maintenance overhead compared to a bespoke integration
- Improved governance and consistency across document structures
- Clearer overview of account and opportunity documentation
- Better alignment between Salesforce data and SharePoint content
- A solution that fits the broader Teams and OneDrive ecosystem already used by end users
“It gets you a long way in keeping your structured Salesforce data in sync with your unstructured documents in SharePoint.”Nicky Torstensson · Senior Technical Architect
Why sFiles worked
Keep the Microsoft document ecosystem. Remove the custom integration burden.
Novo Holdings did not need another custom build or a replacement for SharePoint. It needed a controlled, configurable bridge between Salesforce and the existing Microsoft document ecosystem.
sFiles provided that bridge by replacing bespoke complexity with a purpose-built integration, improving document visibility across accounts and opportunities, and keeping Salesforce data aligned with enterprise document management in SharePoint.
At a glance
What Novo Holdings gets from sFiles
- Replaced a 100% bespoke Salesforce-to-SharePoint integration
- More granular control over the SharePoint integration
- Reduced ongoing technical maintenance
- Improved visibility into account and opportunity documents
- Stronger governance and consistency across document structures
- Better alignment across Salesforce, SharePoint, Teams, and OneDrive
Quick answers
Why did Novo Holdings replace its custom Salesforce-to-SharePoint integration?
The bespoke integration worked but lacked flexibility and required ongoing technical effort. Novo Holdings wanted a more configurable and maintainable way to connect Salesforce with SharePoint.
Why did Novo Holdings choose sFiles?
sFiles stood out because it offered more granular control over the SharePoint integration without requiring another fully custom build.
Does sFiles replace SharePoint?
No. SharePoint remains the central document management system, while sFiles connects Salesforce records with SharePoint content and helps keep both environments aligned.
Connect Salesforce and SharePoint without rebuilding the integration yourself.
See how sFiles can help you reduce custom maintenance while improving document visibility, governance, and control.
Explore sFiles features →