SharePoint - Configuration Guide

Change Summary

Overview

SharePoint Connector integrates the TechnoMile Growth or Contracts Suite with your online Microsoft SharePoint site. This allows your team to centralize all documents and files associated with an Opportunity or Contract into a single, online repository and then quickly and conveniently access them directly from your Growth or Contracts solution.

TechnoMile’s SharePoint Connector auto-generates a standardized folder structure upon the creation of a new Opportunity or Contract record, enforcing clean, consistent organization of files in SharePoint and making them easy for users to find and share.

In order to achieve this, there are a number of steps you must follow to connect the two systems.

1. Complete Azure AD App set up

2. Configure Azure AD Settings and Redirect URI in Salesforce

Set Up Azure AD App

1. Login to Azure Portal (portal.azure.com) with your Azure Admin Credentials, navigate to Manage Azure Active Directory, and click View.

2. On the left-hand side navigation panel under Manage, click App Registration and then click New Registration.

3. Create a new App Registration as shown below:

   • Name of Registration: -SF-SP-Connector-ADApp (Example: TechnoMile-SF-SP-Connector-ADApp)

   • Select Accounts in this Organization Directory Only.

   • Do NOT provide any Redirect URI at this time.

   • Create Azure AD App.

4. Once Azure AD App is created, navigate to newly created AD App Registration.

5. Copy Application ID and Directory ID and paste it into a Notepad/Word file with labels.

   NOTE

   Ensure that you note down the Application (client) ID and Directory (tenant) ID, as you will need them during the Authentication step when configuring the SharePoint Admin Panel in Salesforce.

   

Generate Client Secret

1. On the left-hand side navigation panel, click Certificates & Secrets and then click New Client Secret.

2. Create a new Client Secret as shown below:

   • Name of Client Secret: -SF-SP-Connector-ClientSecret (Example: TechnoMile-SF-SP-Connector-ClientSecret)

   • Expires: 24 months (Follow your organizations expiration policy, if you have one. TechnoMile recommends 24 months.)

3. 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.

   IMPORTANT

   Copy the Client Secret Value and paste it into a Notepad/Word file for later use. Label it as Client Secret. Your Client Secret Value will be permanently hidden once you navigate away from this page. However, you must have access to this Value to complete the Authentication step when configuring the SharePoint Admin Panel in Salesforce. If you lose access to your Client Secret Value, you must delete your Client Secret and generate a new one.

   

App Permissions

Grant Graph Permissions

1. On the left-hand side navigation panel, click API Permissions and then click Add A Permission.

2. Select Microsoft Graph, then select Delegate Permissions, and search for and add the below listed permissions:

   API/Permission Name	Type
   Files.ReadWrite.All	Delegated
   Files.ReadWrite.AppFolder	Delegated
   Sites.ReadWrite.All	Delegated
   User.Read	Delegated

Grant Application Permissions

1. Select Application, then select Delegate Permissions, and search for and add the below permission:

   API/Permission Name	Type
   Files.ReadWrite.All	Application

2. After selecting the above listed permissions, ensure that you Grant admin consent for at the top of the API/Permissions list.
   After Granting admin consent, the following page displays.
   

   NOTE

   If you want to restrict access to a specific site in Azure, see Restricting Access to Your SharePoint Sites.

Register App Service Redirect URI

1. From the Azure Portal Home page, navigate to Azure Active Directory.

2. On the left-hand side navigation panel, click App Registrations.

3. Select the App Registration you previously created.

4. On the same panel, go to Authentication, click Add a platform, and then click Web.

5. Add Redirect URI retrieved from Authentication Settings in SharePoint Admin Panel present in your Salesforce org as Redirect URI into Azure AD App.

6. Select the Access tokens and ID tokens checkboxes and save these settings.
   

Configure SharePoint Admin Panel in Salesforce

NOTE

Before you begin configuring the SharePoint Admin Panel in Salesforce, ensure that you have the Application (client) ID, Directory (tenant) ID and, client secret Value readily available.

SharePoint Connection Settings

1. Go to SharePoint Admin Panel using App Launcher.

2. Go to SharePoint Connection Settings and click an edit icon to set up base connection details with SharePoint.

3. Enter values in the below mentioned fields:

   • Microsoft Login - Commonly, this is https://login.microsoftonline.com

   • Graph End Point - Commonly, this is https://graph.microsoft.com

   • SharePoint Domain URL - This is your SharePoint Domain URL

4. Select a Customer Type and Auth Type and click Save.
   

NOTE

Set Customer Type to COMM, if your company is on a Fed Ramp version of SharePoint please contact our Professional Services team. Set Auth Type to SSO.

Authentication Settings

1. Go to Authentication Settings and click an edit icon.
   

2. Enter values in the below mentioned fields:

   • Tenant ID - Paste the Directory ID copied during the Azure AD App Setup here.

   • Client ID - Paste the Application ID copied during the Azure AD App Setup here.

   • Client Secret - Paste the Value copied during Generating a Client Secret here.

   • Redirect URI - To get this URI perform the following steps:

     1. Click the Click here to get Redirect URI link.
        

     2. Copy the URL from the subsequent browser tab that opens.
        

     3. Paste this URL in the Redirect URI field.
        

   • Notification Email - Enter Email ID of your SharePoint/Salesforce Administrator who will receive email notifications related to your App credentials validity and expiry.

     NOTE

     Email notifications for App credentials expiry are sent every 30 and 7 days, prior to expiry.

   • Credential Length - Select number of days for your App credentials validity.

   • Credential Generation Date - Select the date your App was created.

3. Click Save.

Remote Site Settings

1. Go to Remote Site Settings and note that the Remote Site Settings are pre-populated. The values entered in these settings are used to connect your Salesforce org to your SharePoint site.

2. However, you can click an edit icon to modify the Remote Site Settings, if required.
   

Connected Object Setting

IMPORTANT

While entering a name for your Root Folder in the steps below, refer to this article - Restrictions and limitations in OneDrive and SharePoint.

1. Go to Connected Object Setting and click Setup new object.This section enables you to view objects that have a connection with SharePoint and set up new object connections.
   Prior to setting up a new object connection, you will require the following information as highlighted in the image below.

2. Click Next.
   

3. Select an Object Name such as Our Contract, Opportunity, or Growth Opportunity and enter your SharePoint - Site Name, Site Id, and Document Library name.

   NOTE

   You cannot have multiple connected object settings on the same object. If a Connected Object Setting configuration fails, contact TechnoMile support to remove the previously attempted configuration and set up a new Connected Object Setting for the object.

   Site Name is the name of the site where your Opportunity folders live. Commonly, this is called Opportunities.

   

   Site Id

   URL	https://.sharepoint.com/sites//_api/site/id
   Tenant	Your SharePoint Domain
   Site URL	Your Site Name
   Example	Using the example above the URL you enter is: https://technomile.sharepoint.com/sites/Opportunities/_api/site/id

   

4. Under Root Folder, click Add, select Type as Field, and then select a Value such as Contract Name.

5. Click Add again, select Type as Text, enter a Value of your choice, and click Save.
   This is the name of your Root Folder for new records. You can also concatenate multiple fields in order to form a Root Folder name.

6. Scroll right and click the Click to connect link under Status.
   

7. Click Continue.
   Note that Status of object changes to Connected.
   

8. Scroll left and click Our Contract Settings.

   Our Contract Connection Settings window opens.Important: A yellow warning message displays in this window. Ensure that you do not modify any of the fields above this message without consulting TechnoMile Support.
   The fields below this message are editable and can be modified for overall behavior of SharePoint Connector.

9. Specify Additional Settings for the connected object, if any.

   

   Once SharePoint is connected to the object, you can set up/modify the default folder structure that gets created within SharePoint, whenever a new object is connected to it.

10. Scroll right and click View Folder Structure.

    

11. Click Create.

12. Select a Record Type such as Default and click Save.

13. Click the plus icon to add a child folder, enter a folder name, and click the save icon.
    A child folder is added.

14. You can now edit this folder name, delete this folder, or add other child folders, as per your requirements, by clicking the icons highlighted in the image below.

15. You can also select the Apply to All Record Types checkbox to apply the same folder structure to all remaining record types of this object.
    

Assign Permission Sets

1. Click the gear icon and select Setup.
   

2. Go to Permission Sets using Setup search.
   

3. Scroll down and click SharePoint Fields.
   

4. Click Manage Assignments.
   

5. Click Add Assignment.
   

6. Select a user and click Next.
   

7. Click Assign.
   Permission Set is assigned to the selected user.

8. Click Done.
   

9. Similarly, assign the SharePoint Permissions Permission Set to your selected user(s).

Adding SharePoint Tab to Connected Object Record Page

1. Go to your connected object such as Opportunities, Our Contracts, or Growth Opportunities using App Launcher.

2. Open an Opportunity Record.
   Opportunity record page opens.

3. Click the gear icon and select Edit Page.
   Lightning App Builder opens.

4. Go to any tab such as Details and click Add Tab.
   

5. Click Details, select Custom as Tab Label, enter SharePoint as Custom Label, and click Done.SharePoint tab is added.

6. Go to the SharePoint tab, scroll down, and drag-and-drop the TM_SharePoint_OBO_cmp component onto this tab.
   

7. Click Save.
   A popup window opens.

8. Click Activate.
   

9. Click Assign as Org Default.

10. Choose Desktop and click Next.
    

11. Click Save.
    

12. Click the Back arrow icon.
    Opportunity record page opens with the SharePoint tab.