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

Pre-requisites

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

Begin by creating a storage profile as shown below:

https://enzigma.atlassian.net/wiki/x/AoC7Ew

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.

image-20241219-094629.png

Input Name

Description

Account Name/ Client Id

Provide the account name for your desired SharePoint storage.

Named Credentials

Select the credentials created earlier in pre-requisites

Site Name

Provide the desired site name, which is the domain name of your SharePoint account.

  1. Click on Save button.

  2. Here, your storage profile of SharePoint is created.

image-20241219-112806.png

References:

https://enzigma.atlassian.net/wiki/x/DoC3Gg