AdvoLogix Matter Management

Web Application Registration (SharePoint® Add-in)

Updated Sep 28, 2021

To connect Salesforce® with SharePoint®, an authentication provider must first be set up in SharePoint®.  AdvoLogix® supports two modes of authentication for SharePoint® to connect:

  1. SharePoint® Add-in - A web application registered within SharePoint® online/Office 365 panel.
  2. Azure® Active Directory (AD) - An Azure® AD based web application registered within Azure® Management Console.

Which one you use is based on how your organization has set up your SharePoint® access.  This article will walk you through how to register a web application using the SharePoint® Add-in.  To perform the steps needed, you must be an administrator who manages SharePoint® and access for employees.  If you do not have access to Azure® Management Console, then proceed with registering the application in the SharePoint® Add-in.  Otherwise, you can register your web application using Azure® AD.

You need to replace the used variables in below mentioned steps with your organization specific values. The used variables are defined as:

  • [your company name] - It should be the sub-domain value of your SharePoint® Site.
  • [site collection name] - It should be the relative path of the SharePoint® Site.
  • [your salesforce my domain] - It should be your My Domain value of your Salesforce® Organization.

For example, if your SharePoint® Site URL is this:

https://advologix.sharepoint.com/sites/AdvoLogixDemoSite

Then:

  • [your company name] = advologix
  • [site collection name] = /sites/AdvoLogixDemoSite

Register a Web Application in SharePoint® Online/Office 365

Step 1

Log into your Office 365® account as an administrator.  Then you will use one of the following URL options: 

Option 1
If your users have access to only one SharePoint® Site, then use the following URL:
https://[your company name].sharepoint.com/[site collection path]/_layouts/15/appregnew.aspx

Option 2
If your users have access to multiple SharePoint® Sites and want to connect to any of them within AdvoLogix® provided SharePoint Connector then use the following URL:
https://[your company name]-admin.sharepoint.com/_layouts/15/appregnew.aspx

Copy/Paste the Client Id, Client Secret, and Redirect URL (after each value is generated), to a text file for later use.  You will need them to complete the authentication setup process.

  1. Client Id - Select Generate
  2. Client Secret - Select Generate
  3. Title - Enter a name for the app. (For example: SharePoint Connector)
  4. App Domain - Enter the domain name of your Salesforce org. (For more information on My Domain, see this article.)
  5. Redirect URL - Enter the redirect URL needed by AdvoLogix to authenticate with SharePoint®.  This URL will contain your organization's My Domain.  The URL structure will look like this:
    https://[your salesforce my domain]--shpoint.visualforce.com/apex/shpoint__ConnectSharePoint
  6. Select Create when you are ready to move to the next step.

You will receive a success message like the one above.

Step 2

Use one of the following URL options:

  • If you chose Option 1 in Step 1, use the following URL:
    https://[your company name].sharepoint.com/[site collection path]/_layouts/15/appinv.aspx
  • If you chose Option 2 in Step 1, use the following URL:
    https://[your company name]-admin.sharepoint.com/_layouts/15/appinv.aspx
  1. App Id - Enter the Client Id from Step 2, then click Lookup
  2. Title - Keep the default value
  3. App Domain - Keep the default value
  4. Redirect URL - Keep the default value
  5. Permission Request XML - Enter a string with this format:
<AppPermissionRequests AllowAppOnlyPolicy="true">
   <AppPermissionRequest Scope="[scope]" Right="Write"/>
</AppPermissionRequests>

Replace [scope] with one of these values:

  • If you chose Option 1 in Step 1, use the following URL:
    http://sharepoint/content/sitecollection 
  • If you chose Option 2 in Step 1, use the following URL:
    http://sharepoint/content/tenant

Select Create when you are ready to move to the next step.

Step 3

You will be presented with permission consent dialog. Select Trust It.

Previous Article Introduction to the AdvoLogix® Connector for SharePoint® and Salesforce®
Next Article Web Application Registration (Azure® AD)
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