Drag from SharePoint to Salesforce
Need to move documents from SharePoint to Salesforce? Magic Dragin lets you drag them directly to browser tabs and native apps without downloading first.
Salesforce workflow
SharePoint
Upload files
Drop target in Salesforce
Quote.pdf
attachment
Drag documents from SharePoint to Salesforce.
Workflow detail
Keep customer files moving into Salesforce records
Sales, support, and operations teams often receive the document in email or chat first, then need it attached to the right account, opportunity, case, or custom object. Magic Dragin removes the Downloads folder from that handoff.
See finance and accounting workflows →Common upload flows
- Drop signed order forms, quotes, and customer PDFs into Salesforce Files.
- Attach screenshots or evidence to cases without browsing for a local copy.
- Move renewal documents and vendor forms into the right account record while the conversation is still open.
Files teams usually move
Salesforce drag and drop FAQ
Can Magic Dragin attach files to Salesforce records?
Yes. If the Salesforce page accepts dropped files, Magic Dragin helps the source app provide a normal file so the Salesforce upload target can receive it.
Does Magic Dragin need Salesforce admin permissions?
No. Magic Dragin does not connect to Salesforce APIs or change org settings. It supports the drag-and-drop file handoff in the browser.
Try SharePoint with Salesforce in seconds
Install the trial, drag and drop any document from SharePoint, and see it work immediately. No signup, credit card, or extra configuration needed.
Drag from the apps your team already uses
