Authorizing the Admin Panel
Learn how to grant users access to the Admin Panel and authorize the sFiles Wizard, allowing them to set up and configure sFiles.
Learn how to grant users access to the Admin Panel and authorize the sFiles Wizard, allowing them to set up and configure sFiles.
Sometimes an Admin will face an authentication error when setting up sFiles or moving sFiles to another environment. Follow this article to confirm that the Azure values are correct in the Salesforce Auth. Provider.
Microsoft has made some changes to the auth provider default endpoint. If you are having issues with authentication, this article may help.
This article walks through the steps to create a new client secret value.
With the release of sFiles Winter '25, sFiles offers a new tool to generate sFiles permission sets to manage admin and user permissions required for sFiles.
Some organizations may want to use a single account to access SharePoint instead of an account for each user.
Our recommended approach to authentication is Per User. This article walks through how to set this authentication up.
You may encounter a situation where your Salesforce org will need to reauthenticate with SharePoint. In order to do this, follow these steps.
sFiles can run on two tenants simultaneously albeit with some caveats.
With the release of sFiles Winter '25 (1.55.x), managing access to sFiles has become more streamlined and versatile. This article explains the two approaches for managing permissions—using profiles and using the new sFiles Permission Sets—and helps admins decide the best option for their organization.
When refreshing a sandbox, take these steps to ensure proper setup of sFiles.
This article walks through the steps to renew the client secret value when the existing secret is about to expire or has expired.