Seleccionar un sitio de SharePoint y dirigir utilizando ConfiguraciĆ³n guiada
Seleccione un sitio de SharePoint y conduzca para almacenar y gestionar de forma segura documentos de contratos en Salesforce. Este paso garantiza una integraciĆ³n sencilla con Microsoft SharePoint, permitiendo el almacenamiento de documentos, la colaboraciĆ³n y el control de versiones.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Enterprise, Unlimited y Performance.
Permisos de usuario necesarios
Para acceder a la ConfiguraciĆ³n guiada de integraciĆ³n de Microsoft 365 y Azure
Usuario administrador de CLM
Sugerencia La API de Microsoft Graph solo devuelve los sitios de SharePoint que siguiĆ³. Para utilizar un sitio existente, asegĆŗrese de seguirlo en SharePoint de modo que aparezca en la lista del sitio. Espere unos minutos para que Microsoft se sincronice y luego actualice la lista del sitio.
En la configuraciĆ³n guiada, haga clic en Compartirsitio de Point y dirigir para ampliar el paso.
Seleccione el sitio de SharePoint que creĆ³ al configurar la aplicaciĆ³n Microsoft Azure.
Seleccione la unidad conectada al sitio de SharePoint.
Haga clic en Confirmar.
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