AdvoLogix Matter Management

Setup the SharePoint® Configuration in Salesforce®

Updated Sep 28, 2021

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: Setup Remote Site Setting

  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.

Before proceeding to the next step, if you have not installed the connector to your organization, you will need to do so now by contacting AdvoLogix® support (support@advologix.com).

Step 2: Setup 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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