Filenize users with the Filenize Admin permission are able to can configure the managed package. The configuration screen shows a checklist of steps to perform before Filenize is ready for use. The following steps need to be done before any Filenize configuration can be done.
Assign the Salesforce Permissions to an a user
Create your Named Credential
Select the Named Credential that users use to loginlog in
Select the named credential that was created before
Select the Named Credential for your Sharepoint service user
Select the named credential that was (optionally) created before
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In the Configuration page, under the “Configure your SharePoint instance” section, click on the “Add” button. This opens a prompt to help you creating create the instance. Follow the following steps:
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After the save, a new entry is shown in on the configuration page including its identifier.
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Help us improve
We are continuously looking for improved ways to make working with Filenize as simple and transparent as possible. The SharePoint instance step-by-step guide is one of many to achieve that goal. Let us know your experience and where we can make the process even simpler and more user-friendly.
Add Filenize to a Lightning page
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The Filenize installation is complete. You’re able to use Filenize in its basic form. Do you want to tune Filenize to meet your business custom needs? Head over to the Feature sub-pages and follow the guides there! For automation, head over to the Automation sub-pages. Filenize works with Flows and Apex!
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