Custom File Viewer for Salesforce and SharePoint
An original product idea became a file module that makes SharePoint documents available directly within Salesforce. Preview, search, gallery and download capabilities combine a familiar Salesforce interface with central document storage, removing context switches for users.
- core capabilities
- 4core capabilities
- client using it in production
- 1client using it in production
- further deployment planned
- +1further deployment planned
What improved
The solution developed in-house is already live with one client and planned for another. Users can search, view and download SharePoint files directly within Salesforce.
- Client
- In-house product - already used by a client
- Situation
- Files were stored in SharePoint but needed to be found, reviewed and used within Salesforce processes. Switching between the two systems interrupted users' workflows.
- Challenge
- SharePoint content had to be displayed securely, efficiently and intuitively without storing duplicate files in Salesforce.
- Objective
- Create a reusable Salesforce component for file preview, search, gallery display and download.
- Role of nuvenio
- Product idea, solution design, prototype and technical implementation
- Approach
- The internal prototype was developed into a modular solution: core user journeys were validated, Microsoft Graph access was encapsulated and the product was refined through its first client deployment.
- Implemented solution
- Direct SharePoint connectivity from Salesforce through Apex and Microsoft Graph API, complemented by Lightning Web Components and CMS integration through n8n.
- Technologies
- Salesforce Platform, Apex, LWC, Microsoft Graph API, SharePoint, n8n
- Project scope
- February to May 2026, product development and first client deployment
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