Sunday 25 January 2015

File Connect In Salesforce -Integrating Office 365 Sharepoint within chatter Files

I remember couple of years back when I had to integrate Sharepoint with Salesforce ,only option I could think of is to visit appexchange and pay some bugs to get this up and running.There was a free app "Chatter For Sharepoint".Configuring this was again scanning through lot of documents .

File Connect lets you connect Microsoft SharePoint 2010, SharePoint 2013 or SharePoint Online account, and everything is indexed and made searchable within your Salesforce environment.File connect is not just about sharepoint and in general its about sharing salesforce files outside salesforce organization.

In this blogpost I will walk through simple steps to connect Microsoft 365 Sharepoint to Salesforce Files and bring Files located in sharepoint to SFDC.
It won't be too detailed as salesforce documentation around this is awesome but will add necessary Screenshot to help folks who want to set quick demo for clients to showcase.

Step 1-Sign Up for a trial account from microsoft for online sharepoint .Office 365 trial edition will work well .

Step 2-Select a sample site for sharepoint and try accessing this site .Note URL as this URL we will be using lot throughout configuration.

Also note microsoft domain as this will be used as well for further configuration.The below shows how your admin console look and you can navigate and select and activate a sharepoint site .

Step 3-Enabling file connect in Salesforce .

Choose Reference if you want only view else prefer copy option

Step 4-Creating permission set for Microsoft access 365 online

Assign this to Users

Step 5-Create an Authentication Provider for SharePoint Online or OneDrive for Business

This is well documented in below article from salesforce.

I am attaching screenshot from both sharepoint and salesforce end on how this should look

The sharepoint App configured final screen should resemble something like below
Step 6-Creating external data source 

On successful authentication click validate and sync button .

Step 7-Associate External data source with Permission set

Debugging tips

1)If oauth is failing double check auth provider configuration and domains entered in sharepoint settings .

2)If permission issues check permission sets and users are assigned .Also chatter for sharepoint is enabled for user or at profile level user is assigned valid permission.

Our final finished integration will look as below

Great thing is global search will search from sharepoint as well as chatter files

Hope you enjoyed and Let me know if anyone is encountering any issue in getting this to work .


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