Create an Unstructured Data Connection from Microsoft SharePoint (Beta)

Use the Microsoft SharePoint connector for unstructured data to ingest PDFs and other supported file types from your SharePoint site into Data Cloud.

See the Unstructured Data Formats for a list of supported file formats.

This feature is a Beta Service. A customer may opt to try a Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms. If you have questions or feedback about this Beta Service, contact the Data Cloud Connector team at datacloud-connectors-beta@salesforce.com.

To ingest unstructured data, you create an unstructured data lake object (UDLO) to reference the data from the external source. Data Cloud automatically creates a data stream to ingest data from the UDLO.

User Permissions Needed
To connect unstructured data:One of these permission sets:
  • Data Cloud Admin
  • Data Cloud Marketing Admin
  • Data Cloud Data Aware Specialist

Before you begin:

  • Make sure that when you set up the Microsoft Azure app, you added the Sites.Read.All permission.
  • Make sure you've set up a connection to Microsoft SharePoint.
  • Get the ID for your SharePoint site. Go to the SharePoint site and click Settings. Select Site information. You’ll find the ID under the URL heading.

Create an authentication provider in Salesforce for your unstructured data connection.

  1. From Setup, in the Quick Find box, enter Auth. Provider, and then select it.
  2. Click New.
  3. From the provider type dropdown, select OpenID Connect.
  4. Fill out the required information.
    • Name: Enter a name for the authentication provider.
    • URL Suffix: The URL automatically gets suffixed with the name you have given to the Authentication provider.
  5. Complete these fields.
    • Consumer Key: Add the Client ID from your provider.
    • Consumer Secret: Add the Client Secret from your provider.
    • Authorization Endpoint URL: https://login.microsoftonline.com/<Tenant ID>/oauth2/v2.0/authorize.
    • Token Endpoint URL: https://login.microsoftonline.com/<TenantID>/oauth2/v2.0/token.
  6. Click Save.
  7. After defining the authentication provider, Salesforce generates several configuration URLs. Note the callback URL and update your provider with that URL.
  8. Set up the External Credential.
  9. After you set up the external credential, continue to create the unstructured data connection.
  1. From App Launcher, select Data Cloud.
  2. Click Data Lake Objects and then click New.
  3. From the New Data Lake Object menu, select From External Files, and click Next.
  4. Select Microsoft SharePoint and click Next.
  5. From the Select Connection dropdown list, select a connection. Data Cloud auto-populates the source based on the connection that you select.
  6. Add the SharePoint site ID.
  7. Click Next.
  8. Add an Object Name and an Object API Name for the UDLO. See Data Lake Object Naming Standards.
  9. From the Data Space dropdown list, select a data space in which to create the new UDMO or a data space from which to select an existing UDMO.
  10. Map the UDLO to a UDMO.
    • To create a new UDMO, click New.
    • To use an existing UDMO, click Existing, and select a UDMO from the list.
  11. Optionally, leave the checkbox selected to create a search index configuration for the UDMO using system defaults that automatically selects text fields and a chunking strategy for each field. You can deselect the checkbox and create a search index configuration later if you choose not to do so now.
  12. Click Next, or if you created a search index configuration, review the details, and save your work.

Data Cloud automatically creates a data stream, and it refreshes the stream every hour.

See Also