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

Use the Create Group flow action to create groups in your Microsoft tenant.

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

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

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.

With the release of sFiles Spring '25, sFiles offers a flow action, "Copy SharePoint Item" that will copy a SharePoint item from one SharePoint folder to another.

This article walks through the steps to create a new client secret value.

With the release of sFiles Spring '25, sFiles offers a flow action, "Create SharePoint Folder" that will create a SharePoint folder.

With the release of sFiles Spring '25, sFiles offers a flow action, "Create SharePoint Sharing Link" that will create a SharePoint Sharing Link.

With the release of sFiles Spring '25, sFiles offers a flow action, "Create SharePoint URL File" that will create a URL file for a SharePoint item.

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.

With the release of sFiles Spring '24, sFiles offers an apex-enabled delete action that will delete a SharePoint file or folder.

With the release of sFiles Spring '25, sFiles offers a flow action, "Download SharePoint Item" that will download a SharePoint file to Salesforce.

sFiles provides flow-enabled apex actions that can be used to manage SharePoint files and folders from a flow without using custom code.

With the release of sFiles Spring '25, sFiles offers a flow action, "Get SharePoint Download Link" that will provide a link to download a SharePoint file to the user's device.

With the release of sFiles Spring '25, sFiles offers a flow action, "Get SharePoint Folder Contents" that will retrieve a collection of the SharePoint items in a folder.

With the release of sFiles Spring '25, sFiles offers a flow action, "Get SharePoint Item By Id" that retrieves the information for a SharePoint item by its Id.

With the release of sFiles Spring '25, sFiles offers a flow action, "Get SharePoint Item By Path" that retrieves the information for a SharePoint item by its relative path.

With the release of sFiles Spring '25, sFiles offers a flow action, "Get SharePoint Item By URL" that retrieves the information for a SharePoint item by its URL.

With the release of sFiles Spring '25, sFiles offers a flow action, "Get SharePoint Preview Link" that retrieves the URL to preview a SharePoint file.

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.

With the release of sFiles Spring '25, sFiles offers a flow action, "Move SharePoint Item" that moves a SharePoint item from one SharePoint folder to another.

With the release of sFiles Spring '24, sFiles offers an apex-enabled rename action that will rename a SharePoint file or folder.

With the release of sFiles Spring '25, sFiles offers a flow action, "Search for SharePoint Items" that retrieves SharePoint items that match a search term.

With the release of sFiles Fall '22, sFiles offers an apex-enabled action that will set up a SharePoint folder and link it to a Salesforce record.

With the Spring '24 release, sFiles now includes a custom Lightning Web Component (LWC) SharePoint uploader that can be input into your custom screen flow. The uploader is designed to interact with your flow and pass back variables to include statuses, errors and the files uploaded. This document will cover how to configure this component in your flow.

When refreshing a sandbox, take these steps to ensure proper setup of sFiles.

With the release of sFiles Spring '24, sFiles offers an apex-enabled update column action that will update the column values on a SharePoint file or folder.

This article walks through the steps to renew the client secret value when the existing secret is about to expire or has expired.

With the release of sFiles Spring '25, sFiles offers a flow action, "Upload Large SharePoint File" that uploads a <11MB file from Salesforce to SharePoint.