SharePoint Document Issues

How to Copy a Salesforce PDF to SharePoint Using Microsoft Graph

Maira Mehtab Oct 1, 2026 869 views

Question details

The user needs to programmatically copy PDF documents from Salesforce cases to a SharePoint Online document library using secure API methods.

How to Copy a Salesforce PDF to SharePoint Using Microsoft Graph

Product: SharePoint Online / Microsoft Graph
Device & OS: not provided
Scenario: Automating secure document transfer between a Salesforce environment and a SharePoint Online document library.
Observed behavior: Requires establishing a secure application connection to Microsoft Graph for file upload, as basic authentication is deprecated and not recommended.

Before you start

Ensure you have Azure Active Directory administrator access to register your application, configure OAuth 2.0 authentication, and generate the necessary secure client credentials.

Solution 1Recommended

Consult Microsoft Q&A and Graph Support

Because custom API integration requires specific authentication flows and coding, consulting Microsoft Graph experts is highly recommended for implementation details.

Microsoft Graph API integrations involve complex token exchanges and endpoint routing. If you encounter errors during implementation, Microsoft provides dedicated developer channels.

Access Microsoft Q&A

Navigate to the Microsoft Q&A developer portal and initiate a new question thread.

Tag your question

Apply the 'Microsoft Graph' tag to ensure your query reaches the appropriate engineering community and support staff.

Provide technical details

Include your intended authentication flow, SharePoint site and library details, and the Graph upload endpoint you plan to use.

Protect credentials

Ensure that you do not include passwords, client secrets, tenant IDs, or other sensitive credentials in your public post.

Direct Support Alternative: If you do not receive a timely response on the forum, you can open a direct support ticket through the Microsoft Graph Support portal.

Solution 2

Standard Microsoft Graph API Upload Workflow

Understand the high-level steps required to authenticate and upload a document to SharePoint via Microsoft Graph.

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Frequently Asked Questions

Why is basic authentication not recommended for Microsoft Graph?

Basic authentication is less secure as it sends credentials in easily decodable base64 strings and doesn't natively support multi-factor authentication (MFA). Microsoft requires modern authentication (OAuth 2.0) for Graph API to ensure robust data security.

What is the file size limit for uploading to SharePoint via the standard Graph API PUT method?

For a simple PUT request, the file size limit is 4 MB. For PDF files larger than 4 MB, you must create an upload session and upload the file in chunks using the Microsoft Graph API.

Can I transfer files from Salesforce to SharePoint without writing custom API code?

Yes, you can use integration platforms like Power Automate, Zapier, or MuleSoft. These services offer pre-built connectors for both Salesforce and SharePoint, allowing you to automate file transfers visually without configuring custom OAuth flows or Graph API endpoints.

Document & File Issues