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Using the SharePoint Mapping Configurations

Updated

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.

  1. The New action button in the page header allows users to create a new mapping configuration.
  2. A list of all previously saved mapping configurations associated with different objects.
  3. 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.

  1. Select an Object to build a mapping configuration for.
  2. Optionally, select a Record Type to apply the configuration only to those records with the selected record type.
  3. 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.
  4. 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.

  1. Select a Folder Template to apply a subfolder structure for the newly generated folder in SharePoint®.
  2. Optionally, provide a Site name.
  3. Provide a Root Folder where the mapped folder is to be located or generated in.
  4. Provide a Folder Naming Format, which can include merge field syntax in the form of {{FieldName}}, to generate a name for the folder.
  5. Select the Save button.
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