The SharePoint Mapping Manager allows users to create or edit object-specific configurations. These configurations allow the connector lightning component to use or generate a SharePoint folder and map it to your record in Salesforce.
SharePoint Mapping Manager Basics
From the side menu, click on SharePoint Mapping Manager.
- The New action button in the page header allows users to create a new mapping configuration.
- A list of all previously saved mapping configurations associated with different objects.
- A row action menu to allow Edit for each mapping configuration.
Create a New Mapping Configuration
Select the New action button in the page header to create a new mapping configuration.
- Select an Object to build a mapping configuration for.
- Optionally, select a Record Type to apply the configuration only to those records with the selected record type.
- To be able to generate a folder automatically, enable the Auto Create option. If the connector component does not find a folder using the configuration setup here, then a new folder will be created for the record.
- Make your mapping configuration Active so that it is made available for use within the connector lightning component.
The Auto Create option requires a flow that has been set up for the respective object of your workspace configuration. Follow these articles for more details on how to setup the flows: Create SharePoint Folder Via Automation.
- Select a Folder Template to apply a subfolder structure for the newly generated folder in SharePoint.
- Provide a Folder Naming Format, which can include merge field syntax in the form of {{FieldName}}, to generate a name for the folder.
- Optionally, provide a Site Address Format, which can include merge field syntax in the form of {{FieldName}}, to generate a name for the site. See how to retrieve your Site Address.
- Optionally, Provide a Library Name Format, which can include merge field syntax in the form of {{FieldName}}, to generate a name for the library.
- Provide a Root Folder where the mapped folder is to be located or generated in. The Root Folder is a static path from the library up to the mapped folder location.
- Select the Save button.
When Library Name Format is left empty, AdvoLogix will default and assume the Shared Documents as the document library for the configuration.