Filenize users with the Filenize Admin permission are able to 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 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
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 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 its identifier.
If your business supports multiple SharePoint sites/subsites, you can add them using the “Add More” button.
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 user friendly.
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 user friendly.