sFiles Enterprise

Set up multiple different Object configurations on a single object

Need to easily set up different configurations of sFiles based on an Object's record type? Need two instances with different root folders? This article walks through steps to set up multiple configurations for sFiles on the same Salesforce Object.

  • Sep 7, 2022
  • Knowledge
Title
Set up multiple different Object configurations on a single object
URL Name
Set-up-multiple-different-Object-configurations-on-a-single-object
Article Body

Prerequisites

  • sFiles Enterprise License

Steps

Make a separate metadata for a different record type (Note: If you have already cloned the metadata, skip these first 6 steps.

  1. From Salesforce Setup, use Quick Find and type "meta" to access Custom Metadata Types. 
  2. Scroll down to SharePoint Object Settings and click Manage Records. 1.png
  3. Among the possible metadata entries to use as an example, let's click Account. We will use it to create another metadata object that does a different folder structure or some other option. 2.png
  4. Clone it by clicking the Clone button at the top. 3.png
  5. Give it a unique name. We recommend adding after the original name the record type. In this case, as an example, use Account_Test. Enter that name in both Label and SharePoint Object Settings Name. 
  6. Click Save. You now see that you have the new object cloned. Inside of this cloned object you can make any of the modifications that you want to present through sFiles. 4.png

Get the SharePoint Object Settings Key

  1. From Salesforce Setup, navigate to Apps | Packaging | Installed Packages, and click the Configure link next to the sFiles app.
  2. In the wizard, click the Object Settings tab.
  3. Find the Object setting you created, and click Generate Unique Id.
  4. Copy the generated Object Setting key.image.png

Set UniqueId in browser component

Navigate to your Object's page App Builder.
  1. In the App Builder setting for the sFiles component, paste the UniqueId that was copied into the SharePoint Object Settings Key field.image.png
  2. Click Save.
Other CustomizationCustomizationOther
sFiles Features
Other
Preview a SharePoint File from within Salesforce
Set Up sFiles On Task & Event Objects
Getting Sites by Group in Flows
Adding Permissions in Flows
Label Translation Resource Guide
How to set up sFiles on a sub-object
Managing Access when Account Team Members Change
Adding Permissions in Apex
Id Search Utility: Searching by path
Using the Id Search Utility
Create Sharing Links
About Managing Item Access
Lightning App Builder Configuration Reference
Share files or folders via email
Initial folder structure JSON format
How to automatically set values in SharePoint columns from sFiles
Managing Access when a Record Owner Changes
sFiles Salesforce Id Linking
sFiles Support for SharePoint Columns
How to Track the Setup Status of Large Initial Folder Structures
Set up multiple different Object configurations on a single object
Automatically Creating a Parent Folder in SharePoint When A Child folder Requires it
Removing Permissions in Apex
Extracting a CSV listing of Ids for a SharePoint folder
Auto-Write the SharePoint URL to a Salesforce Record
sFiles Custom LWC Uploader Reference
About Getting Sites
Creating Groups in Flows
Customize Labels & Translate sFiles into Another Language
sFiles Custom Actions
How to dynamically link root folders from formula fields
Set specific child folder as record default
sFiles Settings Overview
About Creating Groups
Using the Custom Column Utility
Getting Sites by Group in Apex
Creating Groups in Apex
Removing Permissions in Flows
Copying/Moving Items to different SharePoint Locations in the UI
Hide warning message when a validation rule prevents record save
Manually set SharePoint columns
Writing Salesforce User fields to SharePoint Custom Columns
Change file conflict behavior