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:
- SharePoint® Add-in - A web application registered within SharePoint® online/Office 365 panel.
- 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 Name value of your Salesforce® Organization (see below).
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.
- Client Id - Select Generate
- Client Secret - Select Generate
- Title - Enter a name for the app. (For example: SharePoint Connector)
- App Domain - Enter the domain name of your Salesforce org. (For more information on My Domain, see this article.)
-
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 - 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
- App Id - Enter the Client Id from Step 2, then click Lookup
- Title - Keep the default value
- App Domain - Keep the default value
- Redirect URL - Keep the default value
- 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.
