• AD Org Id

    The AD Org Id is the Azure Active Directory Tenant Id that corresponds to the subscription containing the SharePoint sites.

  • Custom Color

    This allows you to customize the color scheme of the sFiles Lightning component.

  • Document Library Id

    This field specifies a document library that will be associated with the current record type.

  • Feature Permissions

    Controls what functions are allowed in the sFiles components for the current object.

  • Folder Name field

    The field on the Salesforce object that contains the value of the SharePoint folder name.

  • Folder Name Field Override

    This allows a place to type the API name of the field in plain-text instead of using the drop-down for "Folder Name Field".

  • Initial Folder Structure

    Initial folder structure allows sFiles to automatically create a preset set of folders inside SharePoint on a new record.

  • Named Credential Name

    This corresponds to the name of the Salesforce Named Credential that will be used as the default for regular Salesforce users to access sFiles.

  • Root Folder Id

    This field determines the containing folder for all of the record folders of this type.

  • Salesforce Object Id Field

    If a value is provided, security will enforce that a user can only see a SharePoint file or folder if they have access to the related record in Salesforce.

  • Security Method Field

    If a value is provided, security will enforce that a user can only see a SharePoint file or folder if the Salesforce User Session passes the custom validation class.

  • SharePoint Domain Name

    This represents the domain name that contains the SharePoint sites and collections that sFiles will access.

  • SharePoint Folder Id Field

    The Salesforce field on the object that will store the Id of the SharePoint folder that the record will be linked to.

  • Site Id

    This field specifies the SharePoint Site Id for the object.

Metadata Settings