For every matter, a base folder will be present in SharePoint. The user will be presented with an option to connect to an existing base folder in SharePoint, or to create and link a new one to a matter on the go.
How do I add the connector component to a Lightning page?
The AdvoLogix Connector Lightning component is designed for use within a Lightning record page for any object in your organization.
Deployment Options
Navigate to the gear icon and select Edit Page. You are now in the Lightning page editor, and you will find the Connector component in the left-side menu.
- Login As - [optional] Provide a user to automatically authenticate all SharePoint related operations within the component. The provided user must be enabled as Secured Login within SharePoint Setup. For more details, follow this link.
When a Login As user is specified in the app builder deployment options, all SharePoint-related operations are performed on behalf of that user. The current user cannot log in or log out from SharePoint from within the component.
If the provided, secured, logged-in user logs out of their environment, the user is logged out of all instances of the components where the secured login has been configured to use via the Login As option.
Using the Connector Component
- The logged-in user's basic information, such as name and email, is displayed.
- An action button to log the user out.
- Basic breadcrumb informational bar, to display the current folder path from the base folder, with each folder clickable to jump directly into. Clicking the folder icon in the breadcrumb will take the user to the current folder in SharePoint.
- Users can select a file to upload or drag and drop a file into the current folder.
- A list of files and folders from the connected SharePoint folder.
- An options menu to perform basic operations, such as:
- Create a Folder - To create a new folder within your currently displayed folder.
- Create Folder From Template - To create a collection of a set of predefined folders within the currently displayed folder. For more details, follow this link.
- Link an Existing Folder - To connect a different base folder to the record.
- Create a Spreadsheet - To create a SharePoint document in the current folder displayed.
- Create a Document - To create a SharePoint spreadsheet in the current folder displayed.
- Create a Slide - To create a SharePoint presentation in the current folder displayed.
SharePoint enforces a limitation on the SharePoint platform that prevents access to any folder with more than 5,000 items. We gracefully handle them, but are unable to display content from such folders.
File Actions in the SharePoint Connector
The SharePoint Connector provides a set of file actions that allow users to work with SharePoint documents directly from Salesforce. These actions appear in the row action menu next to each document in a SharePoint document library.
The options available depend on the user’s assigned permission set and the document’s current state.
Available File Actions
- View - Opens the document in read‑only mode.
- Edit - Opens the document for editing and allows users to modify its contents.
- Download - Saves a local copy of the document to the user’s device.
- Check Out - Locks the document so only the current user can make changes.
- Check In - Unlocks the document and saves the user’s changes back to SharePoint.
The availability of each file action depends on the user's assigned SharePoint Connector permission set. The table below outlines which actions are supported for each permission level.
| Action Item | SharePoint Admin | SharePoint User | SharePoint Read-Only |
|---|---|---|---|
| View | Yes | Yes | Yes |
| Edit | Yes | Yes | No |
| Download | Yes | Yes | No |
| Check In | Yes | Yes | No |
| Check Out | Yes | Yes | No |
Note:
- SharePoint Admin users can check in a document even if it is checked out by another user.
- If a user attempts an action they do not have permission to perform, the SharePoint Connector blocks the action and displays an appropriate error message.
- Users receive a notification when a check‑in or check‑out action is successful.
- When a document is checked out, the SharePoint Connector displays an indicator showing its checked‑out status and the user who currently has it checked out.