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4 Super Automations for SharePoint, Azure & OneDrive users
Can you do more with your files? Learn how industry leaders are automating document generation, storage, processing, and sharing using simple Salesforce flows.
Important: This session is first come, first seated. You do not have a reserved seat.

, Co-Founder, CloudFiles

Role: Consultant, Architect
Product: Agentforce Sales, Agentforce 360 Platform
Topic: Automation
Session Level: Beginner
Session Type: Theater
  • Tuesday, Sep 1712:30 PM - 12:50 PM PDT
    (7:30 PM - 7:50 PM GMT)
    Moscone North, LL, Campground, Theater 2
Session Summary by Einstein: The session provided a comprehensive overview of document automation solutions for Microsoft customers, focusing on the integration and automation capabilities within Salesforce. It covered the entire document lifecycle, including storage, generation, processing, and sharing, with a particular emphasis on SharePoint and OneDrive integrations. Demonstrations included automated user experiences, such as seamless file access from Salesforce, template creation using Microsoft tools, data extraction via OCR, and secure document sharing through Experience Cloud and public links. The session highlighted the importance of accessibility, consolidation, and the ability to handle complex requirements across various use cases, such as tech sales, government agencies, and healthcare providers.
Key Takeaways by Einstein:

• The session emphasized the ease of accessing and consolidating documents from multiple sources into Salesforce and SharePoint, ensuring a streamlined workflow for users.

• Automated document generation and processing were showcased, with a focus on retaining formatting from Microsoft templates and extracting data using AI-based OCR for various industry-specific applications.

• Secure document sharing with both internal and external stakeholders was addressed, providing solutions for Experience Cloud users and non-users alike, along with analytics to track document engagement.

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