In Salesforce, you will need to complete the authentication configuration for the connector. The values needed for this configuration must be gathered after completing the steps provided in the Web Application Registration (Azure AD) article.
Step 1: Install the Package
The installation link will be provided by your account manager. However, if you have not received the installation link, please contact CaseCloud Support ([email protected]).
Step 2: Assign the Permission Set
Any user who will be using the connector will need to be assigned to the SharePoint User permission set.
Note to System Administrators:
If any SharePoint features or tabs are not visible to a user, then you will need to add this permission to one of the following three choices:
- assign a permission set -OR-
- modify the profile -OR-
- assign to the AdvoLogix permission set
Step 3: Create Remote Site
- In Salesforce Setup, enter Remote Site Settings in the Quick Find box, and select Remote Site Settings.
- Select New Remote Site and set the following options:
- Remote Site Name - Enter a unique remote site name (no spaces).
-
Remote Site URL - Enter your SharePoint Base Site URL. It should be similar to this:
https://[your company name].sharepoint.com - Active - Enable this checkbox.
- Click Save.
Step 4: Set Up SharePoint Configuration
You can find the SharePoint Setup tab in the AppLauncher (waffle) at the top left of any Salesforce page.
- From the side menu, click on SharePoint Configuration and click Edit to make changes as highlighted in the steps below.
- Authentication Type - Select or enter Azure AD for SharePoint authentication.
-
Base Site URL - [required] Enter the SharePoint URL here. Based on how users access the connector and how it has been set up for SharePoint authentication, the URL format will look like one of the two examples below:
- If you have set up an authentication application under a specific SharePoint site collection, then use this format:
https://[your company name].sharepoint.com/[site collection path] - If your user setup authentication allows users to browse through and connect to any of the SharePoint sites they have access to, then use the following format:
https://[your company name].sharepoint.com
- If you have set up an authentication application under a specific SharePoint site collection, then use this format:
- Client Id - [required] Enter the Secret ID copied during the setup of the web application for SharePoint Authentication (see step 5).
- Client Secret - [required] Enter the Value copied during the web application setup for SharePoint authentication.
- Tenant Id - [required] Enter the Tenant Id copied during the web application setup for SharePoint authentication.
- Redirect URL - [required] Enter the redirect URL as it has been provided during the web application setup for SharePoint authentication.
- Default Site Path - [optional] Enter the default site path for users to connect within the connector.
Once all values have been provided, select the Save button to save the configuration values. Your SharePoint setup is now complete, and the connector is ready for use.