Orr Shalom Links SharePoint Documents to Salesforce Records in Seconds
Orr Shalom uses a Noca flow that queries SharePoint document libraries, extracts metadata and fetches files, then links child and family documentation to the right Salesforce and Slice records in seconds.
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The Challenge
Child and family documentation at Orr Shalom lived in SharePoint, separate from the CRM records teams work in.
How Orr Shalom Uses Noca
✔ A Noca flow queries SharePoint document libraries by search parameters.
✔ Metadata is extracted and attached files are fetched automatically.
✔ Documents are linked to the corresponding Salesforce and Slice records.
The Result
Documentation is linked to the right records in seconds.
Noca Products Used
Integration Platform, Noca Flows (Workflow Automation)
Connected Systems
— Naama M., Orr Shalom
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