This article serves as your setup guide. While you will need to switch to other articles for reference occasionally, you can always return here to continue where you left off. Take the time to plan your implementation carefully, considering factors like which objects will be hosted with the connector for displaying workspaces and determining who will have the ability to create new workspaces.
Please Note:
- The SharePoint Integration for Salesforce powered by AdvoLogix does not support Salesforce Classic. None of the provided Lightning components within our app can be used or customized from the Salesforce Classic environment.
Pre-Installation Requirements
- To proceed with setting up this integration, you must be a Salesforce Administrator and have any of the following roles within the Microsoft Azure Portal:
- Global Administrator
- Cloud Application Administrator
- Application Administrator
- We only support the Office 365 online edition of SharePoint.
Install the SharePoint Integration Package
For instructions to install the SharePoint Integration, follow this link.
Assemble Your SharePoint Redirect URL
For instructions on how to assemble your SharePoint redirect url, follow this link.
For every organization in which you want to install the package, you will need to construct a new redirect URL.
Web Application Registration
Which application will you be using?
Web Application Registration with the SharePoint Add-In
For instructions on how to register the web application using the SharePoint add-in, follow this link
Web Application Registration with Azure AD
For instructions on how to register the web application using Azure AD, follow this link.
Set Up the SharePoint Featured Items Configuration
For instructions on how to set up the featured items configuration, follow this link.
And you're done!
You made it!! You have completed the required steps for the SharePoint integration. If you would like to discover further functionality you can utilize in this integration, check out these other features:
- 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.
- The Folder Templates 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.
- 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.
- The My Favorites Lightning component 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 and remains private to other users of the organization.
- The Featured Items Lightning component allows users to view a list of folders as shortcuts that your administrator has configured. The list is maintained within Salesforce, and users can add or remove items from the respective instance of the Featured Items Lightning component.