• 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.

  • Link Sharing Settings

    This field tells sFiles the default and available settings for creating sharing links

  • 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 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.

  • SharePoint Folder URL Field

    This field allows admins to configure sFiles to automatically stamp the URL of a Salesforce Record's SharePoint folder into a record field.

  • Site Id

    This field specifies the SharePoint Site Id for the object.

Metadata Settings
Object
Salesforce Object
SharePoint Custom Columns
Initial Folder Structure
SharePoint Folder Id Field
Folder Name field
Salesforce Object Id Field
Site Id
Document Library Id
Root Folder Id
Named Credential Name
Link Sharing Settings
Experience Cloud Settings
Folder Name Field Override
Security Method Field
Feature Permissions
Setup Large Folder Field
SharePoint Folder URL Field