AdvoLogix Matter Management

Set Up the SharePoint® Configuration in Salesforce®

Updated

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 (SharePoint® Add-in) article.

Step 1: Enable Apex Setting

Before installing the connector, the system admin will need to enable the following setting in your Salesforce org:    

  1. Go to Setup
  2. Type Apex Settings into the Quick Find search box
  3. Select Apex Settings in the side menu on the left
  4. Enable the Deploy Metadata from Non-Certified Package Versions via Apex checkbox
  5. Select Save

Step 2: Install the Package

The installation link will be provided by your account manager.  However, if you have not received the installation link, please contact AdvoLogix Support (support@advologix.com).

Step 3: Assign the Permission Set

Any user that will be using the connector will need to be assigned to the SharePoint User permission set.

Step 4: Create Remote Site

  1. In Salesforce Setup, enter Remote Site Settings in the Quick Find box, and select Remote Site Settings.
  2. 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.
  3. Click Save.

Step 5: Set Up SharePoint Configuration

  1. In Salesforce® Setup, enter Custom Metadata Types in the Quick Find box, and select Custom Metadata Types.
  2. Select Manage Records, next to the SharePoint® Configuration custom metadata type.
  3. Select Edit, next to the SharePoint® Configuration record.
  4. Set the following options:
    • Authentication Type - Select SharePoint Add-in or Azure AD, based on how you have setup the web application for SharePoint® authentication.
    • Client Id - (Required) Enter the Client Id copied during the setup of the web application for SharePoint® authentication.
    • Client Secret - (Required) Enter the Client Secret copied during the setup of the web application for SharePoint Authentication (see step 5).
    • Tenant Id - (Required for Azure App)  Enter the Tenant Id copied during the setup of the web application for SharePoint authentication.
    • Base Site URL - (Required) Enter the SharePoint URL here. Based on how users access the connector and how it has been setup for SharePoint® authentication, the URL format will look like one of the two examples below:
      • If you have setup 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/
    • Default Site Path - (Optional) Enter the default site path for users to connect within the connector.
    • Redirect URL - (Required) Enter the redirect URL as it has been provided during the setup of the web application for SharePoint® authentication.
  5. Click Save

Your SharePoint setup is complete and the connector is now ready to use.

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