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This section outlines the step-by-step process required to set up and configure the SharePoint storage server using docuWeaver.

Pre-requisites

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Before setting up Google Drive as a storage server in Salesforce, it is necessary to configure both an Authentication Provider and Named Credentials. These components establish secure OAuth-based connectivity between Salesforce and Google Drive, enabling seamless data exchange.

  1. Setup Authentication Provider

https://help.salesforce.com/s/articleView?id=experience.admin_files_connect_sp_online_auth.htm&type=5
  1. Setup Named Credentials

https://help.salesforce.com/s/articleView?id=ind.v_contracts_set_up_named_credentials.htm&type=5

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Select Storage Type as SharePoint and provide the additional information detailed below.

Step-by-Step Process

  1. Complete the storage profile form with the following information.

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