The Filenize App allows users with the Filenize Admin permission to configurate the Managed Package. The App shows a checklist of steps to perform before the component functions as expected. If this documentation was walked through from the start most steps are already completed:
Assign the Filenize permission to an user
Create your Named Credential
Select the Named Credential that users use to login
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
Configure your Sharepoint Instance (see below)
Creating a SharePoint Instance
The Sharepoint instance is required when showing the Sharepoint component or using the available API’s that come with the Managed Package. The instance tells Salesforce which site/subsite/document and root folder to use. Each Salesforce org can have multiple instances.
In the Configuration page, under the “Configure your Sharepoint instance” section, click on the “Add” button. This opens a prompt to help you creating 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 in the configuration page including a unique identifier. This identifier is required to directly access the API included in the Managed Package.
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If your business supports multiple Sharepoint sites/subsites, you can add them using the “Add More” button.
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