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            Set Up a SharePoint Integration in Agentforce Supply Chain

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            Set Up a SharePoint Integration in Agentforce Supply Chain

            Create a SharePoint integration in Agentforce Supply Chain so you can access your SharePoint files.

            Required Editions

            License Required

            This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Supply Chain license.

            To purchase an Agentforce Supply Chain license, contact your Salesforce account executive.
            User Permissions Needed
            To manage integrations in Agentforce Supply Chain: Admin role or Data Source Admin role

            To use SharePoint with Agentforce Supply Chain, you register an app in Azure, add the SharePoint integration in Agentforce Supply Chain, and then verify the setup.

            Register an App in Azure

            Get the SharePoint integration information and set up permissions in Azure.

            1. Log in to Azure Admin at https://portal.azure.com/.
            2. In the Azure services section, click App registrations.
            3. Click + New registration.
            4. Enter the name for your application.
            5. For Who can use this application or access this API, select Accounts in this organizational directory only, and then click Register.
              The app page opens.
            6. Get the client ID.
              1. In the Essentials section, copy the value of the Application (client) ID field.
              2. Paste the value somewhere to save it for later and label it as the client ID.
            7. Get the endpoint.
              1. Click Endpoints.
              2. Copy the value of the OAuth 2.0 Token Endpoint (v2) field.
              3. Paste the value somewhere to save it for later and label it as the endpoint URL.
            8. Create a client secret.
              1. In the navigation side panel, click Certificates and secrets.
              2. Click + New client secret.
              3. Enter a description and then click Add.
                The system saves the client secret. It now shows in the Client secrets list.
              4. Copy the new client secrets' value for the Value field.
              5. Paste the value somewhere to save it for later and label it as the client secret.
            9. Add API permissions.
              1. In the navigation side panel, click API Permissions.
              2. In the Configured permissions section, click + Add a permission.
              3. In the Microsoft APIs tab, click Microsoft Graph and then click Application permissions.
                The list of permissions shows.
              4. Enter sites in the search bar.
              5. In the Sites section, select Sites.FullControl.All
              6. Click Add Permission, scroll down, and click SharePoint.
              7. Click Application permissions.
                The list of permissions shows.
              8. Enter sites in the search bar.
              9. Select Sites.FullControl.All.
              10. On the main API permissions page, in the Configured permissions section, click Grant admin consent for {your org}. For example if your org is called Acme, click Grant admin consent for Acme.
              11. Verify that all consents show a Granted status.

            Add the SharePoint Integration in Agentforce Supply Chain

            Add a SharePoint integration in Agentforce Supply Chain using information copied from Azure.

            1. Log in to Agentforce Supply Chain.
            2. In the navigation sidebar, click Admin.
            3. Click the Integration tab.
            4. Click + Add integration.
            5. Select SharePoint and then click Next.
            6. Click Save files to folder and then click Next.
            7. Add a new connection.
              1. Click Add new connection.
              2. Enter the name of the integration.
              3. For Access token URL, paste the endpoint URL value you copied in step 7 of Register an App in Azure.
              4. For Client ID, paste the client ID you copied in step 6 of Register an App in Azure.
              5. For Client secret, paste the client secret value you copied in step 8 of Register an App in Azure.
              6. Click Create.
                The new connection shows in the list of connections.
              7. Confirm that the connection shows in the list and has a green circle.
              8. Select the new connection and click Next.
              9. Enter a name and description and then click Add.
              The integration is complete.

            Test the SharePoint Integration

            Create fields to hold an uploaded document and to hold the document location in SharePoint. Create a blueprint that uploads a document and uses a SharePoint action to save the file. Then create and run a workflow from the blueprint and verify that the file is saved to SharePoint.

            1. Create a document field to hold the uploaded document.
              1. In the navigation side panel, click Fields.
              2. Click + Add field.
              3. Enter a name. For example, Uploaded Document.
              4. For Type, select Document.
              5. Click Create.
            2. Create a document field to hold the uploaded document's location in SharePoint.
              1. In the navigation side panel, click Fields.
              2. Click + Add field.
              3. Enter a name. For example, SharePoint Document.
              4. For Type, select Document.
              5. Click Create.
            3. Create a blueprint.
              1. Click + Create.
              2. Click Blueprint.
              3. Click From scratch.
            4. Add a stage.
              1. Click + Add stage
              2. Enter a name for the step and then click Add stage.
            5. Add a task to request a document upload.
              1. Add a stage.
              2. Click + Task.
              3. Complete the fields with test data. For example, for Name, enter Get Document from User
              4. In the Request Information section, click +Add field or role and then search for and select the test document field you created. For example, select Uploaded Document.
              5. Click Save changes.
            6. Add an automation for the SharePoint action.
              1. In the same stage, click + Automation.
              2. Click SharePoint and then click Save file to folder.
                The Add automated task window opens.
              3. For Start, select After another task ends.
                A new field shows.
              4. In the new field, select the task from step 5.
              5. For SharePoint Site, select the name of your site.
              6. For Folder, select the SharePoint folder where you want to save the file.
              7. For File, select the uploaded document from step 5. For example, select Uploaded Document.
              8. In the SharePoint outputs section, for File URL, select your SharePoint document. For example, click Sharepoint Document.
              9. Click Add.
            7. Create and start a workflow to test the integration.
              1. Click Create workflow.
              2. Enter a name for the workflow and then click Create.
                The workflow starts running.
            8. Upload a file and complete the task.
              1. Open the first task.
              2. Click Attach.
              3. Select a file to upload.
              4. Click Complete.
              The automation runs and saves the file to SharePoint.
            9. Verify the file in SharePoint.
              1. Open the automation step and check if your SharePoint document field has a link to the uploaded file as its value.
              2. Click the link to open the file from SharePoint.
              3. Open SharePoint and check that the uploaded file shows in the folder that you specified .
             
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