Configuration & Automation (SP)
8 Articles
- Upgrade the SharePoint Integration Package
- Using the SharePoint Mapping Configurations
- Using the Folder Templates Manager
- Using the Secured Logins Manager
- Creating a SharePoint Folder via Automation
- How do I auto-upload Salesforce Files to a SharePoint Folder via automation?
- Apex Invocable Methods Available Within the Connector
- Using the Folder Templates Tab (deprecated)
Getting Started (SP)
6 Articles
1 Workflow
- [START HERE]☞Integration Guide
- Installing the SharePoint Integration Package
- How to Assemble Your SharePoint Redirect URL
- Web Application Registration (SharePoint Add-in)
- Web Application Registration (Azure AD)
- Set Up the SharePoint Configuration in Salesforce
- Set Up the SharePoint Featured Items Configuration
Release Notes (SP)
1 Article
Knowledge Articles (SP)
8 Articles
- Unable to Create a Matter Due to SharePoint Flow Error (SP)
- Unable to Upload Document When Record has More Than 1 Workspace Attached (SP)
- Users Receive Insufficient Privileges Error When Using the Authorize to SharePoint Button (SP)
- Lightning Web Security (LWS) Impact to AdvoLogix Components (SP)
- Connector Error When Org is Using SharePoint Classic (Teams) Sites & Libraries (SP)
- Unable to Connect or Load Folders From Private Libraries (SP)
- Salesforce Enhanced Domain Enablement (SP)
- Set Up Force.com Site for Matter Intake with SharePoint Create Folder & Upload Document Automation (SP)