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The SharePoint Integration connects Salesforce to OneDrive (backed by SharePoint Online) for file storage and organization. Each Animal and Job record in Salesforce is automatically linked to a dedicated folder in OneDrive, created as soon as a file is uploaded. This integration helps business SMEs keep track of important documents for each Animal and Job record, without needing to navigate separate storage systems.

This guide steps a technical team through integrating Salesforce with OneDrive (via SharePoint Online) by setting up authentication, API permissions, and secure file storage. This ensures that each Animal and Job record in Salesforce is linked to a dedicated OneDrive folder, with access controlled by Salesforce permissions.

Please note these integration steps are subject to change depending on Microsoft & Salesforce updates & releases.