SalesPoint · Installation guide

Set up SalesPoint in Salesforce

Your SharePoint & Salesforce integration is almost ready, just one quick setup to go. This guide walks you through connecting your SharePoint site to your Salesforce org and adding the component to your Lightning pages.

Part 1

Salesforce setup

Connect your SharePoint site to your Salesforce org.

1

Assign permission sets

Assign the right Permission Set(s) to your users. At minimum, assign SharePoint Admin Access to your own user so you can complete the next steps.
2

Open the SharePoint app

Go to the App Launcher and search for SharePoint App. Open it: by default it opens the app’s home page.
3

Start granting access

On the home page, click the “Click me” area on the right. A new tab opens so you can grant access to the SharePoint app.
4

Accept the permission request

In the new tab, accept the app’s permission request. You’ll then be redirected to the Salesforce login page.
5

Use the right login URL

By default you’re redirected to login.salesforce.com. If you installed the app in a Sandbox, replace it with test.salesforce.com.
6

Log in & confirm

Log in with your Salesforce org. A “Connection successful” message pops up. Close it: you return to the app home page (now showing a different image). Click Next.
7

Create a new connection

Choose Create a new connection and give the connected SharePoint site a clear, generic name. Click Next.
8

Choose the root folder

Select the Site ID (or a folder inside it) as the root folder where dynamic folders will be created (e.g. site “Salesforce Demo”, folder “Test Folder”). Click Next.
9

Set profiles, file types & delete rights

On the final screen, set three things: the profiles that may access the app, the accepted file formats (e.g. pdf, docx), and the users allowed to delete SharePoint files from within Salesforce.

Trusted URL configuration

Go to Setup → search Trusted URL → Trusted URL → New Trusted URL, then fill in the fields below and click Save:

Field	Value
API Name	A name without spaces or special characters, e.g. companyname_Sharepoint
URL	https://yourdomain.sharepoint.com (your own SharePoint domain)
Active	Checked
CSP Context	All
connect-src (scripts)	Checked
font-src (fonts)	Checked
frame-src (iframe content)	Checked
img-src (images)	Checked
media-src (audio & video)	Checked
style-src (stylesheets)	Checked

💡 Tip: your SharePoint domain is the URL you use to open SharePoint, e.g. https://resolveit.sharepoint.com.

Part 2

Lightning page configuration

Add the SharePoint component to your object pages.

How folder matching works: when you connect an object to SharePoint, it first checks the designated location for a folder whose name matches the record name. If one exists, it’s linked automatically (so no duplicate folders are created); if not, a new folder is created.

1

Create two text fields per object

On every object you want to link with SharePoint, create two text fields: one to store the SharePoint Folder ID and one to store the Pinned Folder ID.
2

Add the component to the Lightning page

Open the Lightning App Builder and drag & drop the SharePoint component onto any Lightning page.
3
Configure the component

Settings can differ per object. Fill in:
1. API name of the field that stores the SharePoint Folder ID.
2. API name of the field that stores the Pinned Folder ID.
3. API name of the Object the component works for.
4. (Optional) API name of the Parent Object, only if you want to relate the record to another object in the folder tree.
5. (Optional) API name of the field where the SharePoint ID is stored on the Parent Object.
6. API name of the field that defines the folder name on SharePoint (default = Record Name).
7. (Optional) A maximum height for the Lightning component.
8. Select which SharePoint Site to connect: the one you created in the Salesforce Setup steps.
The Salesforce Files checkbox: when enabled, files created as Salesforce Files by (external) users or apps are automatically copied to SharePoint as well.
4
Save & activate
Save and activate the Lightning page. SalesPoint is now live on that object.