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Tyler Batchelor

Tyler Batchelor

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The Sharepoint integration connects Salesforce to a directory in OneDrive (Sharepoint) for the purpose of file storage. Each individual Animal and Job record has a dedicated folder in OneDrive which is created as soon as a file is uploaded to the record on the Salesforce side.

Folder security is governed by the access permissions to Salesforce records, with an API user is used to connect OneDrive and Salesforce.

Files

On an Animal record in AnimalOS there is a Files component available under Animal Notes which allows you to upload files related to the Animal. This component is specifically for files that should not be shared publicly.

  • Uploading the first File here will create a OneDrive folder in the background and link it to the Animal record, all subsequent files will be uploaded to the same OneDrive folder.

  • When a user clicks into the Animal record, the component will retrieve the file names and make them visible in the Files component.

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Adoption Photos

On an Animal record in AnimalOS there is a specific component to capture Adoption Photos which is available under the Adoption tab on an Animal record.

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