To connect Salesforce with SharePoint, an authentication provider must first be set up in SharePoint. AdvoLogix supports setting up authorization using Azure Active Directory (AD) - An Azure AD based web application registered within Azure Management Console.
This article will walk you through registering a web application using Azure AD. To perform the steps needed, you must be an administrator who manages SharePoint and employee access. If you cannot access the Azure Management Console, please contact your system administrator with that level of access.
From v1.17 onward, the SharePoint Add-in has been deprecated as an authorization provider. For continued access to the SharePoint API, you are strongly advised to edit your SharePoint configuration and implement the Azure AD Web Application Registration.
Step 1
Log in to your Azure portal as an administrator. Then, under Azure Services, select Microsoft Entra ID.
On the Active Directory page, select App registrations from the navigation menu on the left. Then, click New Registration in the header menu.
Step 2
Input your information into the following form.
- Name - Enter a name for your application.
- Supported Account Types - Select the accounts in this organizational directory only (Single tenant).
- Redirect URI - Skip this step.
- Select Register when you are ready to move to the next step.
Step 3
After the app is created, select Overview from the navigation menu on the left. Copy the Application (client) ID and Directory (tenant) ID to a text file. You will need these to complete the authentication configuration later in Salesforce.
Step 4
From the navigation menu on the left, select Certificates & secrets, then choose New Client Secret.
Next, input the information needed for the client secret.
- Enter a description
- Select a duration
- Select Add to save your changes
Step 5
Copy and save the Value to a text file for later use. This is the only time you will be able to copy/paste this particular text. If you do miss this step, you will have to repeat Step 4.
The Value text will be needed to complete the SharePoint configuration in Salesforce. (See Step 2)
Step 6
From the navigation menu on the left, select Authentication. Then, under Platform configurations, select + Add a platform.
Step 7
1) Select Web.
2) Enter the Redirect URL needed by AdvoLogix to authenticate with SharePoint and copy the value to a text file. For instructions on how to assemble your redirect URL, follow this link.
3) Select Configure to move to the next step
Step 8
Under the Implicit grant and hybrid flows, enable Access tokens and ID tokens checkboxes. Then, in the header menu, click Save.
Step 9
From the left panel, click API Permissions, the select + Add a permission.
Step 10
- Select SharePoint
- Choose Delegated permissions
- Expand the AllSites grouping and enable the following permissions:
- AllSites.Read
- AllSites.Write
- Select the Add Permissions button
Step 11
Click Grant admin consent for [your company name].
Confirm by selecting Yes.
