Sharepoint Integration - File Management Guide
- Matt Romeo
- Tyler Batchelor
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
Filehere will create a OneDrive folder in the background and link it to theAnimalrecord, all subsequent files will be uploaded to the same OneDrive folder.When a user clicks into the
Animalrecord, the component will retrieve the file names and make them visible in theFilescomponent.
Files component available under the Animal Notes tab on an Animal record.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.
Uploading an
Adoption Photowill create aOneDrive Filerecord in AnimalOS with information about the file which can then be used in Adoption Website integration services to define Profile Image, Public Images, Deleted Images, etc.Icons available in the component allow you to view, download, delete and set as primary.
Adoption Photos component available on the Animal record.