nineAdd Nine to Slack

Salesforce and Microsoft SharePoint.
A more connected handoff.

Give Nine access to Salesforce and Microsoft SharePoint and delegate work across the connected tools. You choose the accounts and actions it can use.

SalesforceMicrosoft SharePoint
Add Nine to Slack Explore the work

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

Salesforce

Read the customer picture

  • Find records and their relationships

    Search accounts, contacts, leads, opportunities, and other accessible objects for a customer or pipeline brief.

  • Pull reporting context

    Run supported CRM queries and retrieve reports, dashboards, list views, and record counts.

Keep CRM work moving

  • Maintain records and next steps

    Create or update customer and opportunity records, add notes or tasks, and maintain campaign membership.

  • Handle larger record updates

    Use supported batch, composite, and bulk-data actions for an agreed import or CRM maintenance task.

  • Work with your custom CRM structure

    Inspect or maintain custom objects, fields, and validation rules for the way your organisation works.

Microsoft SharePoint

Find the shared context

  • Search sites and documents

    Search accessible SharePoint content and retrieve site, page, folder, and file details.

  • Read lists and supporting records

    Retrieve list items, fields, attachments, versions, and available change information.

Maintain the working material

  • Create and update list records

    Add or update list items and maintain list fields, views, and content types.

  • Organise and publish shared files

    Upload or download files, maintain folders, check documents in or out, and publish supported site pages.

  • Keep access and versions in order

    Work with sharing permissions and restore available document versions or recycled items.

Connect the context. Agree the handoff.

Salesforce

Connect your Salesforce organisation during onboarding and choose the record, reporting, and operational actions Nine can use.

Microsoft SharePoint

Connect your Microsoft account during onboarding and choose the SharePoint sites, files, and list actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across Salesforce and Microsoft SharePoint?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Add Nine to Slack Talk to the founder

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

No purchase commitment. This joins the list; it doesn’t create an account or book a call.