AdvoLogix Matter Management

AdvoLogix® Connector for SharePoint® and Salesforce® Release Notes

Updated Nov 09, 2021

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.

Older Releases

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 Folder Templates
Next Article Introduction to the AdvoLogix® Connector for iManage® and Salesforce®
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