SharePoint - Configuration Guide

Change Summary

Overview

SharePoint Connector integrates the TechnoMile Growth solution 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 Microsoft Entra ID and click View.  
   

2. Under Manage, click App Registration.
   

3. Click New Registration.
   

4. Enter the following details:

   • Name: <ClientName>-SF-SP-Connector-ADApp (For example, TechnoMile-SF-SP-Connector-ADApp)

   • Supported account types: Single tenant Only

   • Do not provide a Redirect URI at this stage.
     

5. Click Register.
   A new Azure AD App is created.
   

6. Copy Application (client) ID and Directory (tenant) 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 under Manage, click Certificates & Secrets.
   

2. Click New Client Secret.
   

3. Add a Client Secret as shown below:

   • Name: <ClientName>-SF-SP-Connector-ClientSecret (For example, TechnoMile-SF-SP-Connector-ClientSecret).

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

4. Click Add.

5. 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

To grant delegated and Application permissions:

1. On the left-hand side navigation panel under Manage, click API permissions and then click Add a permission.
   

2. Select Microsoft Graph. 
   

3. Select Delegated permissions.
   

4. Under Files, enable Files.ReadWrite.All and Files.ReadWrite.AppFolder.
   

5. Under Sites, enable Sites.ReadWrite.All.
   

6. Under User, enable User.Read.
   

7. Scroll up and select Application permissions.
   

8. Under Files, enable Files.ReadWrite.All.
   

9. Click Add Permissions.

10. Click Grant admin consent for.
    

11. A confirmation message appears, click Yes.
    The permissions are configured.
    

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

     NOTE

     To set up the SharePoint Connector in a GCC environment, follow these steps:

     • In the Customer Type field, select GCC

     • In the Microsoft Login field, enter https://login.microsoftonline.us

     • In the Graph End Point field, enter https://graph.microsoft.us

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 (tenant)ID copied during the Azure AD App Setup here.

   • Client ID: Paste the Application (client) ID copied during the Azure AD App Setup here.

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

   • Redirect URI: To obtain the redirect URI:

     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.

        NOTE

        Copy the URL and paste it into a Notepad/Word file for later use. You will need it to Register App Service Redirect URI on Azure Portal.

        

   • 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

Before You Begin

Ensure you have the following details available before proceeding:

• Sharepoint Site Name

• Site ID

• Document Library Name

The Site Name refers to the SharePoint site where your target object folder resides.

For example, if you are working with the Opportunity folder, the site name is Opportunities.

How to Derive the Site ID (Example: Opportunities)

Use the following URL format to retrieve the Site ID:

https://<tenant>.sharepoint.com/sites/<site-url>/_api/site/id

Parameters:

• Tenant: Your SharePoint domain

• Site URL: Your SharePoint site name 

Example

For a tenant named TechnoMile and a site called Opportunities, the URL would be:

https://technomile.sharepoint.com/sites/Opportunities/_api/site/id

Steps to Setup Connected Object Setting

To setup Connected Object Settings:

1. Go to Connected Object Setting and click Setup new object. 
   This section allows you to view objects that have a connection with SharePoint and set up new object connections.
   

2. Ensure you have the details specified in the message, then 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.

   

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.

   NOTE

   Ensure the Root Folder name complies with the SharePoint guidelines, refer to Restrictions and limitations in OneDrive and SharePoint.

6. Click the Click to connect link under Status.
   

7. A confirmation message appears, click Continue.
   Note that Status of object changes to Connected.
   

8. Click the link under Connection Settings.
   

   Our Contract Connection Settings window opens.

   NOTE

   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. Click View Folder Structure.
    

11. Click Create.
    

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

13. Click the plus icon.
    

14.  Enter a child folder name, and then click the save icon.
    A child folder is added.

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

16. 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.
    

Register App Service Redirect URI on Azure Portal

NOTE

You will need the redirect URI obtained during the Authentication Settings. Ensure this information is available before proceeding.

To register the app service redirect URI on Azure portal:

1. Login to Azure Portal (portal.azure.com) with your Azure Admin Credentials.

2. Navigate to Microsoft Entra ID.
   

3. On the left-hand side navigation panel, under Manage, click App registrations.
   

4. Select the App Registration you previously created.
   

5. Click Authentication (Preview).
   

6. Click Add Redirect URI.
   

7. Select Web on the right panel.
   

8. Enter the Redirect URI obtained during the Authentication Settings in SharePoint Admin Panel.

9. Enable the Access tokens and ID tokens checkboxes and then click Configure.
   

Assign Permission Sets

1. Go to Permission Sets using Setup search.
   

2. Locate and open SharePoint Fields.
   

3. Click Manage Assignments.
   

4. Click Add Assignment.
   

5. Select a user and click Next.
   

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

7. Click Done.

8. 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.