Prerequisites

• You must be a Salesforce administrator.
• You have access to the sFiles Manager Lightning App and its tabs.
• You must either be a Microsoft Azure admin or be in contact with one.

Steps

1. Navigate to the Home tab of the sFiles Manager.

   

2. Follow the prompts of the Finish setting up sFiles screen.

   

Notes

• Microsoft Azure admin access is required whenever connecting Salesforce to a new SharePoint (Azure) tenant.
• To set up another Tenant or edit existing Tenant settings, you can do so from the sFiles Manager Tenants tab.
• To set up another Object, create another configuration for the same Object, or edit an existing Object configuration, you can do so from the sFiles Manager Objects tab.

Next Steps

• How to add sFiles component to your page layout
• About the sFiles Manager
• sFiles Definitions
• Salesforce Permissions Required for All sFiles Operations