Setup Connection

Enable Files Connect & grant permission

Enable Files Connect. Go to Setup > Files Connect. Grant the "Files Connect Cloud" system permission each required profile and permissionset.

Create Authentication Provider

Go to Setup > Auth. Providers
Click "New" if SharePoint provider doesn't exist
Fill in basic details (use lowercase "sharepoint" only):

Field	Value
Provider Type	Open ID Connect
Name	`sharepoint`
URL-suffix	`sharepoint`
Consumer Key	`X` (temporary)
Consumer Secret	`X` (temporary)
Authorize Endpoint URL	`https://login.microsoftonline.com/common/oauth2/authorize?resource=https://acme.sharepoint.com&prompt=login` Replace `https://acme.sharepoint.com&prompt=login` with your SharePoint domain name.
Token Endpoint URL	`https://login.microsoftonline.com/common/oauth2/token`

Save and copy the Callback URL (you can find it in Auth. Providers under Salesforce configuration).

Configuration

Azure App Registration

Sign in to Azure portal as administrator
Go to App registrations > New Registration
Register application:

Field	Value
Supported account types	Choose the option that fits your organization. If you’re unsure, select Single tenant.
Name	`Salesforce`
Platform	Web
Callback URL	The callback Url from the Authentication Provider, e.g. https://acme.sharepoint.com/services/authcallback/Salesforce

Click Register

Configure API Permissions

Go to API permissions > Add a permission
Add Microsoft Graph permissions:

Permission Type	Permission	Description
Delegated	`Sites.ReadWrite.All`	Edit or delete items in all site collections. With this permission, all users have access to generate documents in MySolution Recruitment
Application	`Sites.ReadWrite.All`	Read and write items in all site collections. With this permission, you can assign users per business label or team to redirect the generated document to the designated SharePoint folder location

Click "Grant administrative permission" and verify green checkmarks appear

Create Client Secret

Go to Certificates & secrets > New client secret

Field	Value
Description	`Salesforce`
Expires	24 months

Click "Add"
Copy and save the 'Value' field (displayed only once)

Get Application ID

Go to Overview
Copy and save the Application ID

Create SharePoint Site

Example (replace `acme` with your customer domain): Go to the SharePoint environment: https://acme.sharepoint.com/_layouts/15/sharepoint.aspx
Click "Create site" to create a Team site:

Field	Value
Site Name	`SalesforceDocs`
Privacy	Public

Create a test file, so you can verify the connection later.

Configuration in MySolution Recruitment

Update Auth Provider

Go to Setup > Auth. Providers > Edit SharePoint provider
Update fields:

Field	Value
Consumer Key	Application ID (Consumer Key) — from Get Application ID
Consumer Secret	Client Secret Value — from Create Client Secret

Create External Data Source

Go to Setup > External Data Sources
Click "New External Data Source"
Fill in details:

Field	Value
Name	`SharePoint`
Type	`Files Connect: Microsoft SharePoint Online`
Site URL	`e.g. https://acme.sharepoint.com/sites/SalesforceDocs`
Identity Type	`Named Principal`
Auth. Provider	`SharePoint`

Authentication Flow

Go to Setup > External Data Sources > SharePoint
Check "Start Authentication Flow on Save" and click Save
Log in with their admin account
Verify Authentication Status shows "Authenticated"

Verification

Go to App Launcher > Files
Verify "SharePoint" appears in Connected Sources
Check that Documents folder contains test file
If successful, SharePoint integration is complete

Next Step

Setup Downloading Files