Prerequisites

• sFiles 1.63 or later is installed.
• You have access to the sFiles Manager Lightning App and its Objects tab (available via the sFiles Manager permission set).
• You are assigned sFiles admin permissions.

Purpose

The sFiles Manager Objects tab lets admins view and modify what Salesforce objects are configured to use sFiles. An object can have one or more Object Settings, which are a collection of settings that control the behavior of sFiles when a component, ClientApi method, or Flow Action is using that Object Settings.

NOTE: Only orgs with sFiles Enterprise can have more than one Object Settings per object. The sFiles Enterprise components let admins configure which Object Settings record should be used for that component instance.

Objects List View

First navigating to the Objects tab reveals a list view of all Salesforce objects that have at least one Object Settings. The default view displays the name of the object, the number of Object Settings configured for that object, the number of different sites to which that object is connected, and the date/time an Object Settings for that object was most recently modified.

Buttons for setting up an unconfigured object with sFiles and refreshing the list view are available in the upper right section of the page. The New button launches a setup wizard to help admins configure a new object, but creating a new Object Settings record for an existing object is done from the Object Settings Navigation.

Object Settings Navigation

After selecting an object from the initial list view, a page opens with a navigation pane to the left, and a record page to the right. The navigation pane lists all Object Settings for the given object.

The new button at the top of the navigation pane launches a setup wizard like the one from the list view to help admins create another Object Settings record for the same object.

Object Settings Record Page

To the right of the Object Settings Navigation is a record page displaying the currently selected Object Settings record.

An Object Settings record has five tabs:

• Connection: Details about where in SharePoint new record folders are created and what happens when a record is connected to SharePoint.
• Columns: Tools that control what SharePoint columns are visible via sFiles components, what columns are automatically set when items are uploaded, and what columns users can manually edit.
• UI Actions: Details and tools that control what actions users can perform via sFiles components.
• Item Visibility: Details that control what SharePoint items are visible via sFiles components.
• Other: Miscellaneous configuration details.

Several action buttons are available in the record header:

• Generate Key: Creates a unique key that admins can use to force an sFiles component to use that Object Settings record.
• Reassign Object: Lets admins move an Object Settings record to a different Salesforce object.
• Delete: Deletes the current Object Settings record. Does not delete any related sFiles SharePoint Column records.
• Clone: Clones the current Object Settings record. Does not clone any related sFiles SharePoint Column records.

Connection Tab

Fields

* Indicates a required field.

Field Label	Type	Description
Auto Setup	Checkbox	Automatically set up record folders when the sFiles component loads.
*Document Library	Lookup	The SharePoint document library in which record folders will be set up for this object.
Folder Id Field	Lookup	The Salesforce field that stores the SharePoint folder Id for records of this object.
*Folder Name Field	Lookup	The Salesforce field that will determine the name of the SharePoint folder for records of this object.
Folder URL Field	Lookup	The Salesforce field that will store a link to the SharePoint folder for records of this object.
*Named Credential	Lookup	The Named Credential that authenticates with the SharePoint tenant.
*Root Folder	Lookup	The SharePoint folder in which record folders will be set up for this object.
Set Up Large Folder Field	Checkbox	The Salesforce field that will be used to track the progress of creating the Initial Folder Structure for records of this object. See How to Track the Setup Status of Large Initial Folder Structures.
Set Up Record	Checkbox	Allow users to set up record folders from the sFiles component.
Set Up Subfolders	Checkbox	Automatically create the Initial Folder Structure in new record folders, and display a button to do so manually on the sFiles component if the structure is missing.
*Site	Lookup	The SharePoint site in which record folders will be set up for this object.
Site Select	Checkbox	Allow users to override the SharePoint site, library, or folder when setting up a record. See Allowing User-Managed Site/Library/Folder linking.

Initial Folder Structure

If the Set Up Subfolders field is checked, sFiles will automatically create a hierarchy of subfolders when a new record folder is set up. This tool lets admins configure the hierarchy of subfolders that is created.

Columns Tab

Visible Columns

This tool lets admins configure which SharePoint columns will be visible from sFiles components using this Object Settings record.

Automatic Columns

This tool lets admins configure which SharePoint columns will be automatically set with a custom value when an item is uploaded via sFiles.

User-Editable Columns

For now, admins can follow the Manually set SharePoint columns article to let users set and edit columns manually from the internal or full-feature sFiles components. sFiles will recieve an update in the future to let admins manage those settings from the sFiles Manager.

UI Actions Tab

NOTE: These fields only modify what actions are available from the sFiles component. They do not affect a user's permissions in SharePoint itself.

Fields

Field Label	Type	Description
Copy Items	Checkbox	Display buttons on the sFiles component to copy SharePoint items. See Copying/Moving Items to different SharePoint Locations in the UI.
Create Folders	Checkbox	Display a button on the sFiles component to create folders in SharePoint.
Create Public Link	Checkbox	Display a button on the sFiles component to generate publicly shareable links for SharePoint items. See Create Sharing Links.
Delete Files	Checkbox	Display buttons on the sFiles component to delete SharePoint files.
Delete Folders	Checkbox	Display buttons on the sFiles component to delete SharePoint folders.
Download Files	Checkbox	Display buttons on the sFiles component to download files from SharePoint.
Download Folders	Checkbox	Display buttons on the sFiles component to download folders as ZIP files from SharePoint. NOTE: This feature was added in version 1.65.
Edit SharePoint	Checkbox	Display buttons on the sFiles component to open SharePoint items directly in a new browser window (Open files in edit mode).
Move Items	Checkbox	Display buttons on the sFiles component to move SharePoint items between folders. See Copying/Moving Items to different SharePoint Locations in the UI.
Open SharePoint	Checkbox	Display buttons on the sFiles component to open SharePoint items directly in a new browser window (Open files in preview mode).
Rename Files	Checkbox	Display buttons on the sFiles component to rename SharePoint files.
Rename Folders	Checkbox	Display buttons on the sFiles component to rename SharePoint folders.
Show Root Crumb	Checkbox	Show the root folder breadcrumb in the sFiles component's navigation path.
Sync OneDrive	Checkbox	Display a button on the sFiles component to sync SharePoint folders to OneDrive.
Upload Files	Checkbox	Display a button and add a drag-and-drop area on the sFiles component to upload files and folders to SharePoint.

Custom Flow Actions

This tool lets admins configure what custom Salesforce screen flows users can launch from the internal or full-feature sFiles components. These flows will appear as options under the action menu of files and folders in the component's table.

Item Visibility Tab

Field Label	Type	Description
Run Custom Security Per Line	Checkbox	Enable if your Apex security method requires accessing the value of another SharePoint column. See Show or hide items in a folder based on custom rules in Apex.
Salesforce Key Field	Lookup	The Salesforce field whose value is used to filter SharePoint items against the SharePoint Key Column.
Salesforce Object Id Column	Lookup	If set to a SharePoint column that references a Salesforce record Id, sFiles will only display SharePoint items if the user has access to the related Salesforce record. See Supporting Salesforce-enforced record level security in sFiles.
Security Method Column	Lookup	If set to a SharePoint column that references an Apex security method, sFiles will only display SharePoint items that pass the custom validation. See Show or hide items in a folder based on custom rules in Apex.
SharePoint Key Column	Lookup	The SharePoint column used for item filtering. sFiles compares this column against the current record's Salesforce Key Field value.

Item Filters

Item Filters are used to show or hide items in sFiles based on configured filter conditions. See Objects - Item Filtering.

Other Tab

* Indicates a required field.

Field Label	Type	Description
*Label	Text	The display label of this Object Settings record.
Last Modified	Date/Time	The date/time this Object Settings was last modified.
Link Sharing Settings	Text	Comma separated list of permissions related to link sharing for files as described in sFiles documentation. See Link Sharing Settings.
Log Column Update	Checkbox	When SharePoint column values are updated, include the new values in the column update platform event. See Column Update Platform Event on the Internal Component.
*Name	Text	The developer name of this Object Settings record.
Rename Files	Checkbox	When uploading files via the sFiles Uploader in Experience Cloud, if a file with the same name already exists in the folder, sFiles will append a number to the new file's name.
Save Large Files	Checkbox	When uploading files via the sFiles Uploader in Experience Cloud, if a file is larger than the 11 MB limit, sFiles will save the file in Salesforce.

Related Articles

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