The installation and configuration of Filenize require a user with Salesforce admin access, Sharepoint SharePoint access, and Azure admin access, during . During the installation, you will be required to manage the following:
Salesforce:
Installing a Managed PackageFilenize
Creation of Auth. Providers
Creation of Named & External Credentials
Providing a Permission Set to users
Configuration of Filenize:
Adding the Filenize Component to a Lightning Record Page
Azure:
Creation of an App Registration
Creating a Secret Key
Providing API Permissions to the App
SharepointSharePoint:
Access to SharepointSharePoint
Optionally have a Site
Optionally have a Subsite
Ensure that you have the minimum access available to perform the above tasks. Each topic is documented in its installation pages.
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The installation pages assume you’re that you are configuring all settings with your own Salesforce/Azure/Sharepoint SharePoint admin user. If this is not the case, provide this document to the user with admin rights. |
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