{"id":182,"date":"2018-02-14T09:53:37","date_gmt":"2018-02-14T04:23:37","guid":{"rendered":"http:\/\/blog.tenthplanet.in\/?p=182"},"modified":"2026-03-03T10:15:45","modified_gmt":"2026-03-03T10:15:45","slug":"how-to-establish-a-connection-between-sharepoint-and-salesforce","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/blogs\/how-to-establish-a-connection-between-sharepoint-and-salesforce\/","title":{"rendered":"How to establish a connection between SharePoint and Salesforce"},"content":{"rendered":"<p>Connection between SharePoint and Salesforce can be achieved using the following steps.<\/p>\n<p><span lang=\"en-IN\"><b>Step- 1. Creation of Auth Provider in Salesforce<\/b><\/span><\/p>\n<ul>\n<li><span lang=\"en-IN\">In Salesforce, Go to Setup-&gt; Security Controls -&gt;Auth. Providers. Click New<\/span><\/li>\n<li><span lang=\"en-IN\">Specify the provider type as \u2018Microsoft Access Control Service\u2019.<\/span><\/li>\n<li><span lang=\"en-IN\">Input data for all the mandatory fields.<\/span><\/li>\n<\/ul>\n<p><span lang=\"en-IN\"><b>Name \u2013<\/b><\/span><span lang=\"en-IN\"> Name of the provider<\/span><\/p>\n<p><span lang=\"en-IN\"><b>URL-Suffix \u2013<\/b><\/span><span lang=\"en-IN\"> Automatically populated once the name is specified<\/span><\/p>\n<p><span lang=\"en-IN\"><b>Consumer Key \u2013<\/b><\/span><span lang=\"en-IN\"> Temporarily specify a dummy value. Need to be changed after registering the salesforce app in SharePoint.<\/span><\/p>\n<p><span lang=\"en-IN\"><b>Consumer Secret \u2013<\/b><\/span><span lang=\"en-IN\"> Temporarily specify a dummy value. Need to be changed after registering the salesforce app in SharePoint.<\/span><\/p>\n<p><span lang=\"en-IN\"><b>Authorize Endpoint URL \u2013<\/b><\/span><span lang=\"en-IN\"> change the below URL with the production site name.<\/span><\/p>\n<p><span lang=\"en-IN\">https:\/\/test.sharepoint.com\/sites\/tenthplanet\/_layouts\/15\/OauthAuthorize.aspx<\/span><\/p>\n<p><span lang=\"en-IN\"><b>Token Endpoint URL \u2013<\/b><\/span><span lang=\"en-IN\"> Change domain name of production.<\/span><\/p>\n<p><span lang=\"en-IN\">https:\/\/accounts.accesscontrol.windows.net\/test.onmicrosoft.com\/tokens\/OAuth\/2?resource=00000003-0000-0ff1-ce00-000000000000\/test.sharepoint.com@test.onmicrosoft.com<\/span><\/p>\n<ul>\n<li><span lang=\"en-IN\">Click Save<\/span><\/li>\n<li><span lang=\"en-IN\">Make note of the callback URL generated.<\/span><\/li>\n<\/ul>\n<p><span lang=\"en-IN\"><b>Step-2. Registering Salesforce app in SharePoint<\/b><\/span><\/p>\n<ul>\n<li><span lang=\"en-IN\">Access the below link. Change URL to the deployment site URL. https:\/\/test.sharepoint.com\/sites\/tenthplanet\/_layouts\/15\/appregnew.aspx<\/span><\/li>\n<li><span lang=\"en-IN\">Click \u2018Generate\u2019 for Client id.<\/span><\/li>\n<li><span lang=\"en-IN\">Click \u2018Generate\u2019 for Client Secret.<\/span><\/li>\n<li><span lang=\"en-IN\">Make note of the client id and client secret.<\/span><\/li>\n<li><span lang=\"en-IN\">Specify title.<\/span><\/li>\n<li><span lang=\"en-IN\">Specify Redirect URI \u2013 The callback URL generated in Step 1 to be provided here.<\/span><\/li>\n<li><span lang=\"en-IN\">Now move to salesforce and open the Auth. Provider created in step 1. Edit and replace the Customer key and customer secret with client id and client secret. Then click save.<\/span><\/li>\n<\/ul>\n<p><span lang=\"en-IN\"><b>Step-3. SharePoint permissions for registered app<\/b><\/span><\/p>\n<ul>\n<li><span lang=\"en-IN\">Access the below link. Change URL to the deployment site URL. <\/span><\/li>\n<li><span lang=\"en-IN\">In the App Id field, specify the client id generated in step 2 and click lookup. The title, App Domain and Redirect URL get automatically populated.<\/span><\/li>\n<li><span lang=\"en-IN\">In the Permission Request XML, specify the below content.<\/span><\/li>\n<\/ul>\n<p><span lang=\"en-IN\">&lt;AppPermissionRequests&gt;<\/span><\/p>\n<p><span lang=\"en-IN\">&lt;AppPermissionRequest Scope=&#8221;http:\/\/sharepoint\/content\/sitecollection\/web\/list&amp;quot;&amp;nbsp;Right=&#8221;Read&#8221;\/&gt;<\/span><\/p>\n<p><span lang=\"en-IN\">&lt;\/AppPermissionRequests&gt;<\/span><\/p>\n<ul>\n<li><span lang=\"en-IN\">Click create<\/span><\/li>\n<li><span lang=\"en-IN\">The next screen, will request the user to select the list. Choose the library created for PMLT and click Trust IT.<\/span><\/li>\n<\/ul>\n<p><span lang=\"en-IN\"><b>Step-4. Edit the Auth provider in Salesforce<\/b><\/span><\/p>\n<ul>\n<li><span lang=\"en-IN\">In Salesforce, Go to Setup-&gt; Security Controls -&gt;Auth. Providers. Click edit next to authentication provider created previously.<\/span><\/li>\n<li><span lang=\"en-IN\">Edit the values for the following fields.<\/span><\/li>\n<li><span lang=\"en-IN\">Consumer Key \u2013 enter the \u201cClient id\u201d value which was generated in Step-2.<\/span><\/li>\n<li><span lang=\"en-IN\">Consumer Secret \u2013 enter the \u201cClient Secret\u201d value which was generated in Step-2.<\/span><\/li>\n<li><span lang=\"en-IN\">Click Save.<\/span><\/li>\n<\/ul>\n<p><span lang=\"en-IN\"><b>Step-5. Enable the Files connect option in Salesforce<\/b><\/span><\/p>\n<ul>\n<li><span lang=\"en-IN\">In Salesforce, Go to Customize-&gt;Chatter-&gt;Files connect-&gt;Settings<\/span><\/li>\n<li><span lang=\"en-IN\">Click Edit and do the following<\/span><\/li>\n<li><span lang=\"en-IN\">Enable Files Connect- Tick the check box.<\/span><\/li>\n<li><span lang=\"en-IN\">File Sharing \u2013 select copy from the drop down.<\/span><\/li>\n<li><span lang=\"en-IN\">Click Save.<\/span><\/li>\n<\/ul>\n<p><a name=\"_GoBack\"><\/a><span lang=\"en-IN\"><b>Step-6. Creation of External Data source in Salesforce<\/b><\/span><\/p>\n<ul>\n<li><span lang=\"en-IN\">In Salesforce, Go to setup-&gt;Develop-&gt;External data source.<\/span><\/li>\n<li><span lang=\"en-IN\">Click New External Data source. Input the following fields<\/span><\/li>\n<li><span lang=\"en-IN\">Label \u2013 Enter the name for the external data source.<\/span><\/li>\n<li><span lang=\"en-IN\">Name \u2013 Automatically populated once the label is filled.<\/span><\/li>\n<li><span lang=\"en-IN\">Type \u2013 Select \u201cFiles Connect: SharePoint Office 365\u201d from the drop down.<\/span><\/li>\n<li><span lang=\"en-IN\">Site URL \u2013 Enter the SharePoint site url<\/span><\/li>\n<\/ul>\n<p><span lang=\"en-IN\">e.g. https:\/\/test.sharepoint.com\/sites\/tenthplanet<\/span><\/p>\n<ul>\n<li><span lang=\"en-IN\">Identity Type \u2013 Select Per user from the drop down<\/span><\/li>\n<li><span lang=\"en-IN\">Authentication Provider \u2013 Select the Auth provider which was created in step-1.<\/span><\/li>\n<li><span lang=\"en-IN\">Scope- Leave empty.<\/span><\/li>\n<li><span lang=\"en-IN\">Start Authentication Flow on save \u2013 tick the check box.<\/span><\/li>\n<li><span lang=\"en-IN\">Click Save<\/span><\/li>\n<li><span lang=\"en-IN\">Now it will navigate to the SharePoint site. Login to the SharePoint using the credentials.<\/span><\/li>\n<li><span lang=\"en-IN\">The next screen will request the user trust the connection so click Trust it.<\/span><\/li>\n<li><span lang=\"en-IN\">It will navigate to the Salesforce URL, now click allow button. The connection was successfully done between the SharePoint and Salesforce.<\/span><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In Salesforce, Go to Setup-&gt; Security Controls -&gt;Auth. Providers. Click New<\/p>\n","protected":false},"author":23,"featured_media":1074,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[10],"tags":[12],"class_list":["post-182","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce","tag-sharepoint"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts\/182","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/comments?post=182"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts\/182\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/media\/1074"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/media?parent=182"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/categories?post=182"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/tags?post=182"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}