Available for Lightning and Classic, Professional Edition and up
Wouldn’t it be nice to have a way to link files from SharePoint with Salesforce? You can! This step by step guide will walk you through the process. Be warned, it is a long process and it’s easy to make mistakes. I’ve tried to carefully identify the areas that are simple to get wrong so you can avoid them; maybe better stated, learn from my mistakes!
There are a couple good reasons for setting this up.
So let’s get started on this journey. You will need to include both a Salesforce Admin and a Microsoft Azure Admin.
This is a step that is missed in the Azure version of the documentation but if skipped, you’ll receive a permissions error when you get to step 6. I spent hours trying to figure this out. If you know how to do this step via the Azure portal, please let me know and I’ll update this posting.
I know this is a long process with lots of steps but we’re almost done. Hang in there.
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