AdvoLogix Matter Management

AdvoLogix® Connector for SharePoint® and Salesforce® Release Notes

Updated

Version 1.9

The AdvoLogix® Featured Items lightning component for SharePoint® and Salesforce® allows users to view a list of folders or documents as shortcuts that your administrator can configure. The list is maintained within Salesforce® and users can add or remove items from the respective instance of the Featured Items lightning component. For more details, see this article.

New Flow Action for Auto Transfer of Salesforce Files to a SharePoint® Folder

AdvoLogix® has added a built-in Apex method to auto transfer your Salesforce® Files to a SharePoint® folder automatically via Salesforce® Flows. With Salesforce® Flows, an administrator can setup the automation to be fired upon creation of your Salesforce Files and send it to a folder associated with your linked record. For more details, follow this article.

Bug Fixes

1.9.0

  • Resolved an issue where the file upload fails with an error if it has special characters in the file name.

Older Releases

Version 1.8

Introducing New Mapping Configurations For SharePoint®

Introducing a brand new way to control how to associate folders from SharePoint® to your records in Salesforce®. Your administrator can now create object-specific mapping configurations which can be related to an existing folder by recognizing a folder-naming format to your records in Salesforce®. For more details follow this article.

AdvoLogix® My Favorites Lightning Component⚡ for SharePoint® and Salesforce®

The AdvoLogix® My Favorites lightning component for SharePoint® and Salesforce® allows users to view and manage a list of folders as shortcuts that they frequently use. The list is maintained for the current logged-in user only and remains private for other users of the organization. For more details follow this article.

Bug Fixes

1.8.6

  • Resolved an issue where users were unable to save the mapping configuration within the SharePoint Setup tab.
Version 1.7

Automate Your Folder Creation in SharePoint®

AdvoLogix® provides a utility apex method to generate a SharePoint® folder automatically via Salesforce® Flows. With Salesforce® Flows, an admin can setup the automation to be fired upon creation of a record such as a new account creation. For more details follow this article.

Version 1.0

Introducing AdvoLogix® Connector for SharePoint® and Salesforce® a new tool that allow users to access their SharePoint® documents and folders right inside their Salesforce® instance. Users can create files/folders, view folders and its sub-folders, and edit files from the context of the records they are viewing.

AdvoLogix® Connector Lightning Component⚡ for SharePoint® and Salesforce®

For every record in Salesforce, 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 it can be created and linked to the record on the go. For more details follow this article.

AdvoLogix® Document Viewer Lightning Component⚡ for SharePoint® and Salesforce®

The SharePoint® Document Viewer lightning component is a featured component that allows previewing a SharePoint® document or linking a specific document by saving the document URL into a specific field on the record it has been put on. For more details follow this article.

Added Support For Folder Templates

Introducing Folder Templates, that are a set of folders that users can generate within the connector. This is a quick way to create a hierarchy of folders in SharePoint®, for any record on the go. For more details follow this article.

Previous Article Using the Folder Templates
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