Skip to main content

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

 https://help.salesforce.com/HTViewHelpDoc?id=admin_files_connect_perm.htm&language=en_US




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

 This is well documented in below article from salesforce.

 https://help.salesforce.com/HTViewHelpDoc?id=admin_files_connect_sp_online_auth.htm&language=en_US

 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 

https://help.salesforce.com/HTViewHelpDoc?id=admin_files_connect_sp_online_xds.htm&language=en_US

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 .


Popular posts from this blog

TLS 1.0 has been disabled For Sandbox - Salesforce

Salesforce has finally disabled TLS 1.0 in sandboxes .This is in preparation for disablement later in 2017 for PRODUCTION instances .

Now this would have not impacted your integrations in PRODUCTION org but if your integration is broken in your sandbox ,this means you have only few months to sort this and fix before this affects your integration for PROD live users .
Before we deep drive on how to possibly fix this and work with your external systems to figure solution ,lets first understand what is TLS and why did SFDC moved to 1.x and had to disable TLS 1.0
TLS 1.0 Explained























TLS 1.1 Improvements 
Added protection against cipher-block chaining (CBC) attacks. Support for IANA registration of parameters.

Clearly TLS 1.1 is more secure(Compared to 1.0) and protects salesforce resources against CBC attacks .
Identify if this change broke anything .The things that can be affected in your instances are as below Web requests to Salesforce URLs that require authenticationWeb requests to the login pag…
Read more

Opening Modal Using Lightning Component Framework of SFDC

One of my friend from India threw a challenge .The challenge was to open a modal by using latest and greatest lightning components framework and modals design from SLDS .For the love of community I thought of sharing the entire code base that I did .

So here we start ..

Business Use Case - Need a handy SalesLeader board component that can be used to display the Sales revenue generated by each sales rep for current year in the order of decreasing total revenue .On click of the tile ,we will show detail opportunity list aggregating the revenue .

The component can be dragged in lightning design experience or in App builder lightning Page .

Video Demonstration-



SalesLeaderBoard from Mohith Kumar Shrivastava on Vimeo.








Frameworks Used -
Lightning Design Systems (SLDS) for CSSLightning Component Framework for client side logicApex aura enabled class for backend logicApproach
The component hierarchy is very important to imagine or mindmap before we dig deeper- SalesLeaderMain
    -SalesLeaderBoard
    …
Read more

Writing Test Classes For Apex Rest Service

I came across a question in a developer community on how to write Unit Test Classes for the Rest API service for POST HTTP calls

Unit Test Classes for REST API following link is very useful and inspired by this jeff had an article on his blog on how to write the test method for same .

Here is the Jeff Blog Link Test Class for REST API(Good reference for GET Rest Services)


In one of my previous blog post i demonstrated how to use native parsing technique for Rest api for User Defined Type
I wrote the Test class for the same and this post is helpful for all those searching for how to write test classes for apex rest service annotated with POST Call
Here is the Rest Service Class for which i attempted the test class
@RestResource(urlMapping='/DemoUrl/*') global with sharing class MyRestResourcedemo { global class RequestWrapper{ public Account acct; public Contact[] cons; } global class ResponseWrapper { public String StatusCode; …
Read more