Filenize users with Filenize Admin permission can have the privilege to configure the managed package. The Upon accessing the configuration screen shows , users will find a helpful checklist of essential steps to perform be completed before Filenize is fully ready for use. The following steps need to must be done accomplished before any Filenize configuration can be done.take place:
Assign
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Salesforce
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permissions to a user.
Create your Named Credential.
Select the Named Credential that users will use to log in
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. Choose the Named Credential that was created
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earlier.
Select the Named Credential for your
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SharePoint service user
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. Choose the Named Credential that was (optionally) created
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earlier.
Link your user with
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SharePoint.
By following these steps in the Filenize configuration screen, users can ensure that Filenize is set up correctly and ready for seamless integration with SharePoint, making it a powerful and efficient tool for your business needs.
SharePoint Instance
At least one SharePoint instance is required and is needed for any interaction with Filenize. This is to let Filenize know which site/subsite/document library to use. Simply pass crucial as it enables Filenize to identify the specific site, subsite, or document library to be utilized in your Salesforce org. By passing the SharePoint instance identifier to the Lightning Component or Apex, and Filenize will do can handle the rest. Each
The beauty of SharePoint instances is that each Salesforce org can have multiple SharePoint instances. Do you have This is especially beneficial for organizations with multiple sites /or subsites designated for different departments and only need to show the correct one in Salesforce? SharePoint instances can help with that. With SharePoint instances, Filenize can effortlessly display the relevant SharePoint instance in Salesforce, creating a tailored and efficient user experience that aligns with your organization's structure and workflows.
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In the Configuration page, under navigate to the “Configure 'Configure your SharePoint instance” instance' section , and click on the “Add” 'Add' button. This opens will open a prompt to help you create the SharePoint instance. Follow the following these steps:
Select the
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SharePoint Site you want to use (
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or choose 'None' if not applicable).
Select the
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SharePoint Subsite you want to use (
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or choose 'None' if not applicable).
Select the
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SharePoint List you want to use (
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most of the time, this is
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'Documents').
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Finally, give your instance a name. This name will
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serve as a reference for your automation processes.
Click on
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'Save' to save the
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SharePoint Instance
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. After
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saving, a new entry
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will appear on the configuration page
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, along with its identifier.
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If your business supports multiple SharePoint sites/subsites, you can add them using the “Add More” button.
Help us improve
We are continuously looking for improved ways to make working with Filenize as simple and transparent always strive to improve your experience with Filenize and make it as user-friendly as possible. The SharePoint instance step-by-step guide is just one of many to achieve the ways we're working towards achieving that goal. Let us know your experience and where we can make the process even simpler and more user-friendly.We value your feedback and insights to help us refine the process further.
If you have any suggestions or ideas on how we can make working with Filenize even simpler and more transparent, please don't hesitate to share them with us. Your feedback is vital in shaping the future of Filenize, and we're eager to listen and make your experience better. Together, we can continue to enhance Filenize and ensure it meets all your needs and expectations. Thank you for being a part of our journey!
Add Filenize to a Lightning page
With the SharePoint instances configured, it’s you can now possible to add the Filenize Lightning Component to a Lightning Record Page. The Lightning Component is named “SharePoint” as more providers might be supported later on. "SharePoint," as we may support more providers in the future. To do this, follow these steps:
Create or open a Lightning Record Page
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by navigating to Setup > Object Manager > {Object} > Lightning Record Page.
With the Lightning App Builder open,
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review the list of Components on
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the right-hand side and drag & drop the SharePoint component onto the page.
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Once the component is selected,
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ensure to
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choose the correct SharePoint Instance for the component to use.
Save the page.
The SharePoint browser is now visible for end-users to
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utilize.
By following these steps, you can seamlessly integrate the SharePoint browser within your Lightning Record Pages, enabling your end-users to access and work with SharePoint resources directly from Salesforce.
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Next Steps
Congratulations! The Filenize installation is complete. You’re able to use now complete, and you can start using Filenize in its basic form. Do If you want to tune tailor Filenize to meet suit your business's custom needs? Head over to , you can explore the Feature sub-pages and follow the guides there! For automationavailable there. Additionally, for automation purposes, head over to the Automation sub-pages. Filenize works , where you'll find information on how Filenize can seamlessly work with Flows and Apex.
With Filenize's flexible features and automation capabilities, you can streamline your processes and enhance productivity within your Salesforce org. Feel free to explore and utilize Filenize's full potential to optimize your SharePoint integration and improve collaboration for your team. Should you need any assistance or have any questions along the way, our support team is here to help you make the most of Filenize!