Many organizations rely on Salesforce for customer and business data while using SharePoint as their primary document management platform. Successfully connecting these systems is critical for governance, collaboration, and operational efficiency.

Novo Holdings faced this challenge as SharePoint served as its central document repository and integrated closely with Microsoft Teams and OneDrive. However, the existing Salesforce integration was custom-built and required ongoing maintenance.

The Challenge

The organization needed a scalable way to ensure documents managed through Salesforce could be reliably stored and organized within SharePoint.

According to Nicky Torstensson, Senior Technical Architect:

"Getting files from Salesforce into SharePoint, as SharePoint is the go-to system for document management."

The goal was to create tighter alignment between structured Salesforce data and enterprise document management without introducing additional complexity.

The Solution

Novo Holdings selected sFiles because it offered more granular control over SharePoint integration than alternative approaches.

Rather than continuing with a fully bespoke integration, the company implemented a configurable solution specifically designed for Salesforce and SharePoint environments.

Results

Better Integration Management

sFiles replaced a custom-built integration with a more structured and maintainable approach.

Improved Document Visibility

Users gained better visibility into documents associated with accounts and opportunities directly from Salesforce.

Reduced Maintenance Overhead

By eliminating the need for a bespoke integration, Novo Holdings reduced technical complexity and ongoing maintenance requirements.

Stronger Governance

The organization improved consistency and control over how documents and Salesforce records remain synchronized.

Customer Perspective

Nicky summarized the value of sFiles in one statement:

"It gets you a long way in keeping your structured Salesforce data in sync with your unstructured documents in SharePoint."

Conclusion

For Novo Holdings, sFiles delivered a scalable and configurable alternative to custom development. The organization strengthened alignment between Salesforce, SharePoint, Teams, and OneDrive while improving document visibility and reducing integration complexity.