Overview of retrieving site information from SharePoint.

Overview of granting and revoking item access for SharePoint Users.

Use the ClientApi to grant SharePoint users access to files and folders programmatically.

Use the ClientApi to get the root site of a Microsoft 365 group programmatically.

Use the Add Permissions flow action to grant SharePoint users access to files and folders.

Use the Get SharePoint Site flow action to get the root site of a Microsoft 365 group.

Use the ClientApi to revoke access to SharePoint files and folders from users programmatically.

Use the Remove Permissions flow action to revoke access to files and folders from SharePoint users.

With the release of sFiles Fall '24, admins can now specify a Salesforce record field for sFiles to automatically write the URL of the linked SharePoint folder.

This describes the procedure to automate parent folder creation so a hierarchy of folders can be populated. This is accomplished with a custom flow triggered by a child object creation or update.

When uploading, copying, or moving a file through sFiles, to a destination folder containing a file of the same name, the default behavior is to replace the existing file. Other optional behaviors are to keep both files or allow the user to choose.

Give your internal users the ability to copy or move files and folders directly from Salesforce instead of navigating to SharePoint.

Give your internal users the ability to create one or multiple links to a file or folder from within the sFiles component.

Some organizations require sFiles to be translated into another language. With the sFiles Fall '23 release, this is now possible!

Give your internal users the ability to create a public link to a file or folder from within the sFiles component.

Give your users the ability to sync a file or folder to their local OneDrive from within sFiles instead of navigating to SharePoint.

Admins often need to data-load existing SharePoint folder ids into Salesforce. This utility allows admins to download a CSV listing of the items in a folder along with the SharePoint Id for loading into Salesforce records.

If your organization uses validation rules to prevent saving on a record type that displays the sFiles component, you may want to prevent the "Unable to update record with SharePoint folder Id" message from showing when sFiles cannot save.

sFiles can automatically set column metadata for your folders and files in SharePoint when you create folders or upload files. This document walks you through how you can set this up.

This article walks you through how to have multiple Object-level folders and direct sFiles to place object-related folders in specific parent folders based on formula field values. For example, you may have an "Accounts - Manufacturing" folder to contain all account folders where the field Industry is set to Manufacturing, and an "Accounts - Agriculture" for all accounts with Industry field set to Agriculture.

If your business requires that files in SharePoint are arranged in a hierarchy that is similar to the Salesforce object schema, sFiles can be configured to do so.

Using the setup wizard, sFiles can be easily set up on standard or custom objects. You can also add the sFiles browser on a sub-object such as Contact that displays its parent Account's folder. In this guide, we will show you how to set up sFiles on a sub-object.

For customers creating large initial folder structures, sFiles now includes a feature to monitor the status of the folder structure creation.

sFiles now supports the ability for a user to copy and paste the url from a SharePoint document library folder and retrieve the ids for use in sFiles Config

Initial folder structure is a feature in sFiles that auto creates multiple folders based on a template. This guide walks you through how to set this up.

sFiles allows you to edit the text in sFiles and even change the language of any text that is displayed to the user within the sFiles app. This article provides a guide to identifying the labels within sFiles in order to edit or translate them.

This article provides a brief explanation of the configuration options for sFiles at the component level.

sFiles supports allowing users to set custom columns when uploading a document, creating a folder and edit these custom columns after they are set. This article walks through how to set this up.

Here is how to setup your sFiles component to preview a file from within Salesforce.

This article walks you through the steps of setting up sFiles to open a specific child folder. For example, you may have a Task record that looks at its parent Account SharePoint folder. However, on some tasks you have a subfolder within the Account folder you would like to set as the default folder to open in sFiles. This will allow you to selectively override which folder opens when you view a record.

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.

The Salesforce standard objects, "Task" and "Event" behave differently from other Salesforce objects. As a result, sFiles must be configured uniquely for them. This article includes the necessary steps to set up sFiles on these objects.

The custom actions available to Enterprise users allow customers to call custom visual flows to perform custom functionality on individual SharePoint records.

sFiles includes a custom Lightning Web Component (LWC) SharePoint uploader that can be embedded in your custom LWC or Aura component for increased customization. The uploader passes LWC custom events back to your component. This document will cover how to embed this component into an LWC or Aura component, the parameters that can be set and the events it passes back.

The default sFiles behavior is to link a record in Salesforce to a folder in SharePoint. In this alternative setup, Individual files can be associated with a record in Salesforce. This forgoes a folder structure entirely within SharePoint.

sFiles is a highly customizable and flexible solution. However, this also means there are many places to set settings. See this article for an explanation of how all the settings work together.

This article details the level of support for each SharePoint Column Type when displaying or setting columns in sFiles

sFiles has the ability to email shared file or folder links with varying levels of permissions. With the release of Winter '24, sFiles can also email files <5MB as attachments. This article walks through steps to set this up.

Certain operations in sFiles require retrieving the API name of a SharePoint column. You can do this using the Custom Column Utility in the sFiles Admin Panel. Refer to the article below for step-by-step instructions on using this tool.

The Id Search Utility can be found in the sFiles Setup Wizard. This utility is helpful to support setting the required Ids on the SharePoint Object Settings metadata type.

The process to be able to write a username, email address, or other user information to SharePoint when a user uploads a file.