Filenize users with Filenize Admin permission 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 a user
Create your Named Credential
Select the Named Credential that users use to log 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
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 the SharePoint instance identifier to the Lightning Component or Apex, and Filenize will do the rest. Each Salesforce org can have multiple SharePoint instances. Do you have multiple sites/subsites for different departments and only need to show the correct one in Salesforce? SharePoint instances can help with that.
In the Configuration page, under the “Configure your SharePoint instance” section, click on the “Add” button. This opens a prompt to help you create the instance. Follow the following steps:
Select the Sharepoint Site you want to use (Or None if not applicable)
Select the Sharepoint Subsite you want to use (Or None if not applicable)
Select the Sharepoint List you want to use (Most of the time this is “Documents”)
At last, give your instance a name. This name will be used as a reference for your automation processes
Click on “Save” to save the Sharepoint Instance
After the save, a new entry is shown on the configuration page including its identifier.
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 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
With the SharePoint instances configured, it’s 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. Create or open a Lightning Record Page in Setup > Object Manager > {Object} > Lightning Record Page. With the Lightning App Builder open, go through the list of Components on your righthand side and drag & drop the SharePoint component. With the component selected, make sure to select the correct SharePoint Instance for the component to use. Save the page. The SharePoint browser is now visible for end-users to use.
Next Steps
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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