Page Comparison

The installation and configuration of the Managed Package requires an 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 the Sharepoint Integration appFilenize:

  • Adding the Sharepoint Lightning Filenize Component to a Lightning Record Page

• Azure:

  • Creation of an App Registration

  Sharepoint

  • Creating a Secret Key

  • Providing API Permissions to the App

• SharePoint:

  • 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 below.This document assumes you’re in its installation pages.

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