Clarity Connect integration
Salesforce OneDrive Integration
File Salesforce documents into OneDrive folders that match your accounts and deals, with a link back on each record, so contracts and quotes are kept in one place.
What moves between Salesforce and OneDrive
This integration moves files, not customer records. Salesforce holds the account, opportunity or case; OneDrive holds the documents that belong to it, such as signed contracts, quotes, drawings and support attachments. Clarity Connect moves files between the two and keeps each file tied to its Salesforce record.
Salesforce
Where the customer record lives
- Accounts
- Opportunities
- Cases
- Salesforce Files
OneDrive
Microsoft 365 file storage
- Drives and folders
- Files
- Sharing links
- Change history
Salesforce to OneDrive mapping
A typical starting map. Discovery confirms the folder structure, naming and who can see what.
| Salesforce | OneDrive (Microsoft Graph) | Direction |
|---|---|---|
| Account, opportunity or case | Folder | Salesforce to OneDrive |
| Salesforce File (ContentVersion) | File | Salesforce to OneDrive |
| Link field on the record | Sharing link | OneDrive to Salesforce |
| Related file list | Changes from the delta query | OneDrive to Salesforce |
How the file sync works
A folder for each account or deal
When an account or opportunity is created in Salesforce, Connect can create its folder in OneDrive through Microsoft Graph and save the folder's sharing link on the record, so a user opens the right folder in one click.
Salesforce Files copied to OneDrive
A file attached in Salesforce is stored as a Salesforce File (a ContentVersion record). On a schedule, Connect copies new files to the matching OneDrive folder and leaves a link on the record, so the document sits with the rest of the customer's paperwork.
New OneDrive files listed in Salesforce
Microsoft Graph's delta query returns what has changed in a drive since the last check. A file saved to a deal's folder in OneDrive can then be listed on the Salesforce opportunity at the next run.
See Clarity Connect move an order
Watch an online order travel into the ERP and its status come back in our Clarity Connect demo, or book a live walkthrough on your own systems.
Salesforce Files Connect, and where it stops
Salesforce has a built-in option, Files Connect, which lets users browse OneDrive for Business and SharePoint files from inside Salesforce without copying them. Its own FAQ says that, as Microsoft retires Azure Access Control Services, new users can't create the OneDrive for Business authentication provider, and Azure sign-in isn't supported for OneDrive. Check the current status with Salesforce before you build around Files Connect.
Microsoft Graph is the API for files in OneDrive, OneDrive for Business and SharePoint document libraries. Files up to 250 MB upload in a single call; larger ones go through an upload session that sends the file in pieces.
How Clarity Connect runs it
Clarity Connect is Clarity's integration platform. Salesforce and Microsoft 365 are both cloud services, so Connect is hosted in the cloud too, and its access to each service is limited to what the flows need. Every flow, such as folders for new accounts or files copied overnight, is a separate task in real time or on a schedule. There are more demos in the Clarity Connect video playlist.
Discovery
A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.
Tasks and mapping
Each flow becomes a Connect task, such as orders to the ERP or stock to the store, set to run in real time or on a schedule.
Testing
Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.
Live, with a dashboard
Queues and scheduled tasks show in Connect's Hangfire dashboard. A job whose target is offline is retried 10 times, every 30 minutes, and can be re-queued once the cause is fixed.
Clarity Connect is sold as a SaaS subscription at $599 a month or as a one-time license at $15,000 with no ongoing fees, and larger projects are priced to scope. See pricing.
Questions
Can Salesforce show OneDrive files without an integration?
Sometimes. Salesforce Files Connect lets users browse OneDrive for Business files from Salesforce, but Salesforce's FAQ says new set-ups of its OneDrive authentication are affected by Microsoft retiring Azure Access Control Services. An integration through Microsoft Graph doesn't depend on that.
Does it work with SharePoint as well as OneDrive?
Yes. Microsoft Graph uses the same file API for OneDrive, OneDrive for Business and SharePoint document libraries, so the files can go to a SharePoint site instead.
Can large drawings or videos be copied?
Yes. Files over 250 MB go through a Microsoft Graph upload session, which sends the file in pieces.
How much does it cost?
Clarity Connect is sold at $599 a month as SaaS or as a $15,000 one-time license with no ongoing fees; larger projects are priced to scope. See pricing.
Related resources
Connect Salesforce and OneDrive
Tell us which Salesforce records need documents and how your OneDrive or SharePoint folders are organized. A Clarity business analyst will agree the folder rules with your team before the first file moves.
Book a demo