Customer story
How Nucor Skyline Improved High-Volume Salesforce CPQ Quote Management with SharePoint
Nucor Skyline uses sFiles to organize high-volume Salesforce CPQ documents in SharePoint while keeping them connected to Salesforce records. Sales can keep working in Salesforce, while project managers and support teams can access the same documents in SharePoint without relying on manual file handoffs.
“It’s essentially File Explorer within Salesforce.”Nucor Skyline
The context
High-volume quoting created a cross-team document challenge
Nucor Skyline's sales team generates a significant volume of quotes through Salesforce CPQ. In many cases, 20 to 30 quotes are actively being processed each day, with up to 100 quotes generated per day through the quoting workflow.
Those documents often go through multiple iterations before they are finalized. Over time, storing and managing files in Salesforce Files alone created operational friction as work moved beyond the sales team.
Project managers, sales support teams, and other employees outside Salesforce also needed access to quotes, project plans, specifications, and related documents. The challenge was not simply storage. It was creating a shared document structure that worked for both Salesforce and non-Salesforce users.
The workflow
How Nucor Skyline uses sFiles
Keep high-volume quote documents organized in SharePoint
Salesforce CPQ generates the quotes, while sFiles connects those documents to SharePoint. Structured folders help the team organize, review, and track files across projects as quote volume grows.
The value: High document volume does not have to become high manual file-management overhead.
Give teams outside Salesforce access to the same files
Project managers, sales support teams, and other employees can access documents in SharePoint while Salesforce users continue working from the CRM.
The value: Teams can work from the same underlying documents instead of sending files through email or other manual channels.
Keep SharePoint files connected to Salesforce records
Moving document storage into SharePoint does not remove the Salesforce context. sFiles keeps quotes, project plans, specifications, and related documents tied to the records users already work from.
The value: SharePoint can serve as the shared document repository without taking Salesforce out of the workflow.
Support governance and compliance in SharePoint
Using SharePoint for storage also supports broader governance and compliance efforts through stronger security controls and metadata management.
The value: The same document workflow that improves collaboration can also support more structured control over business documents.
Make file access feel familiar
The team describes sFiles in familiar terms: “It’s essentially File Explorer within Salesforce.” They also noted, “It behaves how you would expect it to behave. These days, that’s actually a pretty good thing.”
The value: Users get a practical, familiar document experience without adding unnecessary complexity.
Implementation & reliability
A straightforward setup that largely runs on its own
The team used a small amount of initial support during implementation to confirm configuration options and understand what was possible within sFiles.
After setup, the system largely ran without issues. Since implementation, the team has had little need to contact support because the integration has continued to operate reliably.
What changed
From disconnected file handoffs to a shared document workflow
Before
- Quotes and supporting files were stored primarily in Salesforce
- Documents became harder to share when work moved beyond sales
- Teams often relied on email or other manual channels to move files
- Multiple quote iterations added friction to document organization
With sFiles
- Documents are stored centrally in SharePoint
- Salesforce users still access files from their records
- Project management and support teams can access the same documents in SharePoint
- Structured folders make files easier to organize, review, and track across projects
Why sFiles worked
Operational clarity without adding complexity
For Nucor Skyline, implementing sFiles was less about cost savings and more about operational clarity. The team needed Salesforce and SharePoint to behave like one connected document environment.
sFiles lets SharePoint remain the shared repository while Salesforce remains the workspace for sales. That keeps documents tied to the right records while making them available across departments throughout the project lifecycle.
At a glance
What changed with sFiles
- Supports 20 to 30 actively processed quotes per day and up to 100 generated per day
- Stores documents in SharePoint while keeping them connected to Salesforce records
- Gives sales, project management, support, and other teams access to the same files
- Reduces reliance on manual file transfers between departments
- Improves visibility into account and project documentation
- Supports broader governance and compliance through SharePoint security controls and metadata management
Quick answers
How does Nucor Skyline share Salesforce CPQ documents with teams outside Salesforce?
sFiles stores the documents in SharePoint, where broader teams can access them, while Salesforce users continue to work from the Salesforce record context.
How much quote volume does the workflow support?
Nucor Skyline often has 20 to 30 quotes actively being processed each day and can generate up to 100 quotes per day through its quoting workflow.
What was the implementation experience like?
The team used a small amount of initial support to confirm configuration options. After setup, the system largely ran without issues and required little ongoing support.
Make Salesforce documents available across the organization.
See how sFiles can connect Salesforce and SharePoint for a more practical, scalable document workflow across the full project lifecycle.
Explore sFiles features →