Cloud Storage Setup Guides

SharePoint Setup Guide

24 views August 3, 2021 August 3, 2021 docs_pesmyd 0

1. Introduction

XfilesPro is an external file storage & collaboration solution for Salesforce, which allows you to store Salesforce files/attachments into your preferred external storage systems (Cloud or On-premise) in order to reduce additional file storage costs. Currently, XfilesPro supports various Cloud storage systems like AWS S3, Google Drive, OneDrive, Dropbox, SharePoint etc. and On-premise storage systems like FTP, Windows shared drive (SMB) and FILE share.

XfilesPro supports upload, view & download files of any size & a whole lot of other features discussed in subsequent sections. The application can be used for Sales Cloud, Service Cloud, Community Cloud, and Platforms.

Above is the landing page of the application and It comprises three sections providing useful information regarding how to get started, setup the storage and multiple resources such as knowledge base, blog, product updates, etc.

2. Dashboard

It gives you a quick glance of external file storage activities as depicted in the screenshot below. In the left side-bar, you can see all the action commands for admins like Storage Setup, Manage Content, Export, Import and Settings. In the dashboard, you can find all your usage reports, record count, individual content size, etc.

3. Pre-requisites

Step-1: Remote Site Setting: Salesforce prevents access to external resources from the Salesforce application of your Organization. To avoid accessing malicious third party sites from Salesforce, the site must be registered with remote site settings.

After launching the application below the screen with a pop-up will appear providing the domain name URL as shown below. Copy the URL and create a remote site with that URL.

Click on the click here link and you will be navigated to Remote Site Settings page to create a new Remote Site. Provide the Remote Site Name(without space), Remote Site URL, Description & check Active checkbox and Save it. In case, the pop-up doesn’t appear then switch to classic view and launch XfilesPro application as shown below.

Then, copy the domain name URL from the URL address bar till https://_____force.com as shown below.

Now, navigate to Salesforce Setup by clicking on the Setup button(top right), search Remote Site Settings in the quick find box and click New Remote Site button. Then, provide the Remote Site Name(without space), Remote Site URL(copied from the URL address bar), Description & check Active checkbox and Save it.

Step-2: Create CSP Trusted Site: The Lightning Component framework uses Content Security Policy (CSP) to impose restrictions on content. The main objective is to help prevent cross-site scripting (XSS) and other code injection attacks. CSP is a W3C standard that defines rules to control the source of content that can be loaded on a page. To use third-party APIs that make requests to an external (non-Salesforce) server or to use a WebSocket connection, add a CSP Trusted Site.

Launch XfilesPro in Lightning Experience and copy the domain name URL as shown below.

Search CSP Trusted Sites in the quick find box and click New Trusted Site as shown below.

Provide the details and paste the copied domain name URL and click Save.

4. Storage Setup

It offers you an option to set-up a new external storage system with five different cloud file storage providers Amazon S3, GoogleDrive, OneDrive, Dropbox and SharePoint along with three on-premise file storage providers as depicted in below screenshot. Also, you can manage an existing external storage system.

5. Configure SharePoint

Step-1: Click on the SharePoint button in storage setup.

Step-2: Click on Please click on this link to Setup SharePoint Console App as shown below.

Step-3: Login into your MS-Azure account with Global Azure Admin Credentials.

Note: The SharePoint console app creation and the redirect URL registration needs to be done by the Global Azure Admin not the SharePoint Admin or any Non-Admin users.

Step-4: Use the link below to download the document on “How to create the SharePoint console app” and perform the steps mentioned in it.

Link: https://www2.xfilespro.com/How_To_Create_Azure_ConsoleApp

Step-5: After successfully creating the console app and registering the redirect URL click on the Proceed With New Authentication button. A pop-up will appear, click Continue.

Step-6: Provide the Client ID, Client Secret and Tenant ID noted from the SharePoint console app and click on Validate button as shown below.

Step-7: After clicking on validate you will be redirected to SharePoint SignIn page. Using valid SharePoint credentials of respective SharePoint Admin(or site admin), SignIn into the SharePoint account which needs to be integrated with Salesforce.

Note: Connection should be done by SharePoint Admin or SharePoint Site Admin.

Step-8: Once validation is successfully done, the below screen will appear where,

  • Name: It’s the name of the configuration(can rename).
  • Root Folder Name: It’s the root(master) folder in SharePoint where all your subfolders and files will be residing in a proper hierarchy(can rename).
  • Root Site Name: Mention domain name of SharePoint(copy from SharePoint URL as shown below). If the desired site name is not appearing, alternatively mention the first word of the desired site name in the root site name section.

  • Select Site Name: Select the site which you want to configure.

  • Select objects from the list(can select multiple).
  • Click Submit.

Step-9: Verify that the configuration record appeared on the storage setup tab as shown below.

Congratulations! You have successfully configured your SharePoint with Salesforce.

6. Add XfilesPro components to the record page layout.

Step-1: Open a record of the respective object who’s files will be moved to SharePoint.

Step-2: Click on settings > edit page.

Step-3: Drag and drop xFilesList or XfileSharePoint or XfilesProBiSync as per the use case and Save.

Congratulations! You have successfully completed the XfilesPro setup. You’re good to start playing with the product now.

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