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            Select a SharePoint Site and Drive Using Guided Setup

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            Select a SharePoint Site and Drive Using Guided Setup

            Select a SharePoint site and drive to securely store and manage contract documents in Salesforce. This step ensures seamless integration with Microsoft SharePoint, enabling document storage, sharing and version control.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer editions.
            User Permissions Needed
            To access the Microsoft 365 and Azure Integration Guided Setup CLM Admin User
            Tip
            Tip The Microsoft Graph API returns only the SharePoint sites you’ve followed. To use an existing site, make sure you’re following it in SharePoint so it appears in the site list. Wait a few minutes for Microsoft to sync, and then refresh the site list.
            1. In the guided setup, click SharePoint Site and Drive to expand the step.
              Selecting a SharePoint Site and Drive
            2. Select the SharePoint site that you created when configuring the Microsoft Azure app.
            3. Select the drive connected to the SharePoint site.
            4. Click Confirm.
             
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            Salesforce Help | Article