Administrators can configure the Auto-Create SharePoint Folders feature to enable automatic creation of SharePoint folders whenever a new object record is created. This ensures that each object record has a dedicated folder for storing related documents.
Configuring a Record-Triggered Flow
This section outlines the steps to configure a Record-Triggered Flow in Salesforce to call the invocable Apex Class (TM_SP_AutoCreateRootFolderHelper). When a record is created or updated, the flow automatically creates and syncs the corresponding SharePoint folders linked to that record.
To create a Record-Triggered Flow:
In your Salesforce instance, click the gear icon and select Setup.
Use the Quick Find box to search for and open Flows.
Click New Flow.
Select Record-Triggered Flow.
Flow Builder page appears.Under Select Object, select an object that will trigger the flow (example, Opportunity or Account).
Under Configure Trigger, set the condition for when the flow will run.
To add actions to the flow:
In Flow Builder, click add
and select Action.
In the Search Actions box, locate and select TM_SP_AutoCreateRootFolderHelper.
On the TM_SP_AutoCreateRootFolderHelper action configuration page, enter the following details:
Label: Create Root Folder Structure on Sharepoint
APIName: Create_Root_Folder_Structure_on_Sharepoint
Object for "newRecordList": Select the triggering object (for example, Opportunity)
newRecordList: Select the triggering record (for example, Triggering Opportunity)
Click Save.
Save the flow window opens.In the Save the flow window, enter the following details and click Save:
Flow Label: Auto Create Root Folder on Sharepoint Flow
Flow API Name: Auto_Create_Root_Folder_on_Sharepoint_Flow
Click Activate.
