Unlock the full potential of Salesforce and Microsoft 365 with CloudTools 2.0. Bring applications, content, and AI-powered insights together while simplifying automation, streamlining collaboration, and extending your existing technology investments.
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CloudTools 2.0 brings Microsoft 365 directly into Salesforce, connecting the applications, content, and business processes your organization depends on. Access documents, collaborate in Microsoft Teams, work with Outlook, and interact with Microsoft Copilot—all from the familiar Salesforce Lightning experience.
Extend those capabilities with ready-to-use Salesforce Flow actions, configurable Lightning components, and powerful integration services that make it easier to build connected solutions without unnecessary complexity.
Your business runs on Salesforce and Microsoft 365. CloudTools brings them together in a single, connected workspace.
With configurable Lightning Web Components, users can access Microsoft 365 services directly from Salesforce record pages, application pages, and home pages. Work with SharePoint and OneDrive files, participate in Teams conversations, manage Outlook email and calendars, and access tasks without constantly moving between applications.
By making Microsoft 365 capabilities available within Salesforce, CloudTools helps teams maintain context, reduce unnecessary application switching, and keep information accessible where business decisions are made.
Bring the conversational capabilities of Microsoft 365 Copilot into the Salesforce experience with CloudTools.
The CloudTools Copilot Lightning component allows users to ask questions, discover relevant information, and obtain AI-generated summaries using the knowledge and content available through their Microsoft 365 environment. Whether preparing for a customer meeting, reviewing project documentation, or researching an issue, users can interact with Copilot without leaving their Salesforce workspace.
CloudTools makes Microsoft 365 knowledge more accessible to the people and processes that rely on it, helping organizations get more value from their existing AI investments.
Keep your documents in Microsoft 365 and make them accessible wherever your teams work in Salesforce.
CloudTools provides integrated access to SharePoint document libraries and OneDrive files through configurable Lightning components. Browse folders, search for content, upload and download documents, and share files directly from Salesforce without navigating between separate applications.
Whether you’re preparing proposals, managing customer documentation, or collaborating on internal projects, CloudTools helps connect your Salesforce records and business activities with the documents that support them.
Extend Salesforce Flow beyond your CRM with an extensive library of ready-to-use Microsoft 365 connector actions.
CloudTools enables Salesforce administrators and developers to incorporate Microsoft 365 operations into automated business processes using the familiar Flow Builder experience. Send Outlook messages, post to Microsoft Teams, create and manage SharePoint folders, work with OneDrive files, and manage tasks across supported Microsoft 365 services.
By replacing common integration development tasks with reusable actions, CloudTools reduces the complexity of connecting Salesforce automation to Microsoft 365. Build more capable workflows, streamline repetitive activities, and
CloudTools isn’t limited to prebuilt components and automation actions. It also provides developers with the building blocks to create custom Salesforce experiences tailored to their organization’s needs.
Use CloudTools APIs, integration services, and reusable components to build Lightning Web Components and specialized applications that interact with Microsoft 365. Incorporate document management, messaging, collaboration, and other supported services into custom user interfaces and business processes without having to implement every integration from the ground up.
From simple productivity enhancements to sophisticated business applications, CloudTools provides a flexible foundation for extending Salesforce with Microsoft 365 capabilities.
Modern business processes rarely operate within a single application. CloudTools helps your organization connect Salesforce with the broader enterprise technology ecosystem using the platforms and integration tools you already own.
Integrate Salesforce operations into Power Automate workflows, build connected applications with Power Apps, or extend custom solutions through supported REST APIs.
Rather than introducing another standalone integration platform, CloudTools works alongside your existing technology investments, giving developers and automation specialists additional flexibility to orchestrate cross-platform processes.
Getting started with CloudTools is easy. Install the managed package from Salesforce AppExchange, configure your connections, and start integrating Copilot, Teams, SharePoint, OneDrive, Outlook, and more into Salesforce.
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