Previously, to install the SharePoint connector, middleware was required to be set up on a TechnoMile server. This middleware is no longer required, and we are now upgrading clients to eliminate this dependency.
This article provides instructions to upgrade and reconfigure clients who have TechnoMile's SharePoint connector installed and operational in their Salesforce instance.
Upgrading the SharePoint Connector
To upgrade your existing SharePoint connector:
Open the SharePoint Connector Upgrade link in a browser.
You will be directed to the Salesforce login page.NOTE
Ensure that only one instance of your Salesforce Org is open in the browser where you want to install this package.
Log in using your Salesforce credentials.
The Upgrade TM_SFSPSync page appears.
Select Install for All Users and click Upgrade.
You will receive an email confirmation once the package upgrade is complete.NOTE
This process may take up to 20 minutes.
If you do not receive an email confirmation, you can verify if the package was successfully upgraded by following these steps:
In your Salesforce organization, click the gear icon
and select Setup.Use the Quick Find box to search and open Installed Packages.
In the Installed packages list, locate the TM_SFSPSync package.
Verify that the package version is 24.20.3 or higher.
Assigning Permission Set
Depending on the previous version of your SharePoint connector, the SharePoint Permissions permission set may already be assigned to your user. Follow the steps below to verify the permissions and assign them if necessary:
In your Salesforce organization, click the gear icon
and select Setup.Use the Quick Find box to search and open Users.
In the Users setup page, select a user to whom you want to assign the permission set.
Scroll down to Permission Set Assignments and click Edit Assignments.
From the Available Permission Sets list, select Sharepoint Permissions and add it to the Enabled Permission Sets list.
Click Save.
Setting up Connection to SharePoint
To set up connection to SharePoint, you will need the Application (client) ID, Directory (tenant) ID, and Client Secret value provided by the Azure application you set up when this connection was initially established.
If you have noted those values from when you provided them to TechnoMile for the middleware setup, you can reuse them to Configure Connection to SharePoint and then Add the Redirect URI in Azure. If not, you will need to first log in to the Azure portal to Retrieve the Application (client) ID and Directory (tenant) ID and then Generate a new Client Secret value before you can configure the connection to SharePoint and add the redirect URI in Azure.
Retrieve the Application (client) ID and Directory (tenant) ID
To obtain application (client) ID and directory (tenant) ID from the Azure portal:
Log in to Azure Portal (portal.azure.com) with your Azure admin credentials.
Navigate to Manage Azure Active Directory > View.
On the left-hand side navigation panel, under Manage select App Registration.
NOTE
If you do not see App Registration, go to aad.portal.azure.com.
Locate and open the application that was setup for this .
Info: The application name is likely to contain TechnoMile or Salesforce.On the Overview tab, take note of the Application (client) ID and Directory (tenant) ID.
Generate a New Client Secret
To generate a new client secret on the Azure portal:
Log in to Azure Portal (portal.azure.com) with your Azure admin credentials.
Navigate to Manage Azure Active Directory > View.
On the left-hand side navigation panel, under Manage select Certificates & Secrets > Client Secrets.
Info: You will see your existing secret, but you will not be able to retrieve the secret value.Click New client secret.
Enter a description and expiration value.
For example, use TechnoMile SharePoint Secret as the description and set the expiration to 730 days.Click Add.
Once the client secret is created, copy the Value immediately and save it for later use. You will not be able to view it again once you navigate away from this page.
Configure Connection to SharePoint
To configure the connection between Salesforce and SharePoint:
In your Salesforce organization, open the App Launcher
.Use the search field to find and open the SharePoint Admin Panel.
Scroll down to Authentication Settings.
Click the pencil icon
next to Tenant ID, Client ID, and Client Secret to enter the respective Directory (tenant) ID, Application (client) ID, and Client Secret obtained from the Azure portal.Click the pencil icon
next to Redirect URI and click the Click here to get Redirect URI link. 
Copy the URL (including 'https://') from the browser tab that opens.
Paste the copied URL in the Redirect URI field.
Click Save.
Adding the Salesforce Redirect URI in Azure
Adding the Salesforce redirect URI in Azure portal ensures that authentication between Azure active directory and Salesforce works smoothly and securely, allowing users to be redirected back to Salesforce after logging in.
To add redirect URI to the Azure portal:
Log in to Azure Portal (portal.azure.com) with your Azure admin credentials.
Navigate to Manage Azure Active Directory > View.
On the left-hand side navigation panel, under Manage select App Registration.
Locate and open the application that was setup for this integration.
On the Overview tab, click Add a Redirect URI.
Under Platform Configurations, click Add a Platform.
Select Web as the platform type.
Paste the URI copied from Salesforce in the Redirect URIs field.
NOTE
Leave the Front-Channel logout URL field blank.
Select the Access tokens and ID tokens checkboxes.
Click Configure.