Hello everyone,
I have integrated SharePoint with Salesforce using
File Connect. Currently, we are using only one SharePoint site, but now we would like to add one or two more SharePoint sites to Salesforce Files.
Should we follow the same process for adding additional SharePoint sites, or is there any other configuration required?
What would be the recommended approach to achieve this?
Thank you in advance for your guidance and suggestions!
#Salesforce Developer #Sales Cloud #Salesforce Admin
Hi Pranav - yes, you can add the extra sites, and the pattern is one External Data Source per SharePoint site rather than reconfiguring the existing one.
For each new site:
1. Setup - External Data Sources - New. Type: 'Files Connect: Microsoft SharePoint Online'. Set the Site URL to that site collection's URL (a sub-site collection URL works too).
2. Reuse your existing Authentication Provider - if the new sites are in the same Microsoft 365 tenant you do not need a new Azure AD app, just select the same Auth Provider in the lookup. (A different tenant would need its own Auth Provider.) OAuth is the only supported auth for SharePoint Online.
3. Pick the Identity Type per data source: Named Principal (one shared service credential for everyone) or Per User (each user authenticates and inherits their own SharePoint permissions).
4. Grant access: add each new External Data Source to the relevant Permission Sets/Profiles so users can see it.
5. Save, then validate/sync - users will see the new site alongside the existing one under External sources in Files and can attach from it.
So it is the same overall process, just a new External Data Source per site, sharing the Auth Provider wherever the tenant is the same.
If this helps, please mark it as the Best Answer so it helps the next person - thanks :)