How to access sharepoint links,docs etc… from salesforce and I'm not looking to upload anything to sharepoint via salesforce but looking to access the sharepoint data from salesforce.
What are the options I have? I have looked online and there is not much info about this and also i'm not looking to buy any appexchange.
Best Answer
Files Connect
is a built in solution. From the documentation, and the implementation guideFirst, enable Files Connect, and let users access related external data sources
For cloud-based data sources, create an authentication provider, and then define the source
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If you use Microsoft’s cloud systems:
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For on-premises data sources, set up a Secure Agent, and then define the source
Include the external data in global search
To let users access external data in global Salesforce searches, you’ll need to create an external object and give users access to its fields. This is an optional step, but highly recommended to best integrate external data with Salesforce.
For per-user data sources, have users authenticate in Salesforce
If you specified per-user authentication for a data source and exposed it through profiles or permission sets, ask authorized users to provide their data source credentials.
Start accessing, sharing, and searching external files!
Now users can access and share external files via the Files tab and feed, and search for them right alongside their Salesforce content