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Integrating Sharepoint with Propel

SharePoint for Business using an External Data Point

Outline:

A. Enable Salesforce Files Connect for Your Organization 
B. Let Users and Administrators Access Files Connect Data Sources
C. Create an Authentication Provider Using Placeholder Values
D. Register an Office 365 app
E. Edit the Authentication Provider
F. Define an External Data Source for SharePoint for Business
G. File Sync
 
 

A. Enable Salesforce Files Connect for Your Organization - Salesforce org

  1. Go to Setup > Files Connect Settings, Click Edit, select Enable Files Connect.

B. Let Users and Administrators Access Files Connect Data Sources - Salesforce org

  1. Go to Setup > Permission Sets
  2. Create a new custom permission set or use an existing one.
  3. In Permission Set, System Permissions, click Edit. Select Files Connect Cloud, then Save.
  4. Assign this Permission Set to current user

C. Create an Authentication Provider Using Placeholder Values - Salesforce org

  1. Go to Setup > Auth. Providers, click New.
  2. For Provider Type, select Microsoft Access Control Service, then set the following options:
    1. Name—Enter the name you want to appear in Salesforce.
    2. URL Suffix—Enter a suffix you want to appear at the end of the URL path. By default, the suffix reflects the Name entry.
    3. Consumer Key—Enter a placeholder value. (123)
    4. Consumer Secret—Enter a placeholder value. (123)
    5. Authorize Endpoint URL—Enter a placeholder that begins with https.
    6. Token Endpoint URL— Enter a placeholder that begins with https.
    7. Default Scopes—Leave empty.
  3. Click Save. At the bottom of the Auth. Provider detail page, copy the Callback URL entry to a text file. (You’ll use this when registering an Office 365 app.)

D. Register an Office 365 app - Customer side

  1. Log in to Office365 account as an admin, then go to
    1. https://[your_company_name].sharepoint.com/sites/[site_collection_path]/_layouts/15/appregnew.aspx
  2. Set the following options:
    1. Client Id—Click Generate, and copy the generated value to a text file.
    2. Client Secret—Click Generate, and copy the generated value to a text file.
    3. Title—Enter a name for the app.
    4. App Domain—Enter the domain name of your Salesforce organization.
    5. Redirect URL— Enter the Callback URL you copied when creating the Authentication Provider in Salesforce.
    6. Click Create.
  3. Go to
    1. https://[your_company_name].sharepoint.com/sites/[site_collection_path]/_layouts/15/appinv.aspx
  4. Set the following options:
    1. App Id—Enter the Client Id you copied, then click Lookup.
    2. Title—Keep the default value.
    3. App Domain—Keep the default value.
    4. Redirect URL—Keep the default value.
    5. Permission Request XML—Enter a string with this format:
      • <AppPermissionRequests>
      • <AppPermissionRequest Scope="[SCOPE]" Right="Manage"/>
      • </AppPermissionRequests>
    6. Replace [SCOPE]
      • http://sharepoint/content/sitecollection/web to let users access a single site (but not its subsites).
      • http://sharepoint/content/sitecollection to let users access a single site collection (including all subsites).
      • http://sharepoint/content/tenant to let users access all site collections.
    7. Click Create
    8. Click Trust It

E. Edit the Authentication Provider - Salesforce org

  1. Go to Setup > Auth. Providers
  2. Click Edit next to the authentication provider you created.
  3. Change the following values:
    1. Consumer Key—Enter the Client Id you copied to a text file.
    2. Consumer Secret—Enter the Client Secret you copied to a text file.
    3. Authorize Endpoint URL—Enter the URL like: https://[your_company_name].sharepoint.com/sites/[site_collection_path]/_layouts/15/OauthAuthorize.aspx
    4. Token Endpoint URL— Enter a URL like:

https://accounts.accesscontrol.windows.net/[your_company_name].onmicrosoft.com/tokens/OAuth/2?resource=00000003-0000-0ff1-ce00-000000000000/[your_company_name].sharepoint.com@[your_company_name].onmicrosoft.com

    1. Click Save.

F. Define an External Data Source for SharePoint for Business - Salesforce org

  1. Go to Setup > External Data Sources
  2. Click New External Data Source. Then set the following options.
    1. External Data Source— A user-friendly name for the data source displayed in the Salesforce user interface.
    2. Name— A unique identifier used to refer to this external data source definition through the API.
    3. Type—Choose Files Connect: Files Connect: Microsoft SharePoint Online.
    4. Site URL—https://[your_company_name].sharepoint.com/sites/[site_collection_path]
    5. Identity Type—Select Named Principal to use the same set of credentials for every user who accesses the data source from Salesforce
    6. Authentication Protocol—Select OAuth 2.0
    7. Authentication Provider—Lookup the one you just created
    8. Scope—Leave blank.
    9. Start Authentication Flow on Save—Leave as selected.
  3. Click Save. Should take you to SharePoint, click Trust It
  4. Check if a new External Objects is created
  5. Click Validate and Sync, select the new External Objects, click Sync.

G. File Sync - Salesforce org

  1. Go to Setup > Permission Sets, select the custom permission set, click External Data Source Access.
  2. Click Edit, add specific data sources to the Enabled External Data Sources list, and click Save.
  3. Go to File tab, on the right panel find External Files
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