Connect in Sliick Settings
Once the one-time setup is done, day-to-day SharePoint use comes down to a Site URL and a button. This page covers what Sliick Settings collects and what it takes to point at a different site later.
What Sliick Settings collects
Section titled “What Sliick Settings collects”- Integration User, once per org, before creating credentials. See Create the Salesforce credentials.
- Authentication Mode, Service Principal or User Sign-In.
- Site URL.
- Enable two-way sync, on the Sync tab. See Two-way sync.
Once the manual setup is done, once per org, every admin or end user only needs to paste a Site URL and click Discover.
Adding another SharePoint site
Section titled “Adding another SharePoint site”| Mode | What each additional site needs |
|---|---|
| Service Principal | A per-site grant in Microsoft Graph. See Grant access to the SharePoint site. |
| Delegated | The same per-site grant in Microsoft Graph, and the person using it also has to be able to reach the site under their own SharePoint access. |
What you get
Section titled “What you get”With storage pointed at SharePoint, the rest of Sliick Files works exactly as documented. Every call through the Sliick Files API, from Apex, Flow, or the upload component, routes bytes to SharePoint without a single line of provider-specific code. With two-way sync on, the traffic runs both ways: what your users do in SharePoint shows up in Salesforce too.
If something fails
Section titled “If something fails”See Troubleshooting.