Prepare Your Microsoft SharePoint Unstructured (Site Pages & Site Assets) Connection

To set up a SharePoint Unstructured (Site Pages & Site Assets) connection with Data 360, you need to provide some details. Gather this information before you get started.

To connect Salesforce and Microsoft, configure a Microsoft Azure app by completing steps 1–5 only.

  • Make note of the Application (client) ID and Directory (tenant) ID.
  1. Go to your Azure Portal. In the app registration, go to API permissions.
  2. Add SharePoint – Application permissions.
  3. Select the required permission:
    • Sites.FullControl.All
  4. Click Add permissions.
  5. Click Grant admin consent for MSFT.

To generate a client certificate, first create a certificate folder. This step is optional but recommended.

  1. Create a dedicated folder to store your certificate files.

    For Mac or Linux terminal:

    • mkdir ~/mycert
    • cd ~/mycert

    For Windows (Command Prompt or PowerShell):

    • mkdir C:\Users\YourUsername\mycert
    • cd C:\Users\YourUsername\mycert

  2. Generate a self-signed certificate with OpenSSL. Run this command for Mac, Linux, or Windows with OpenSSL installed:

    • openssl req -newkey rsa:2048 -nodes -keyout key.pem -x509 -days 365 -out cert.pem

  3. Command parameters:

    • -newkey rsa:2048: Generates a new 2048-bit RSA key
    • -nodes: Bypasses encrypting the private key so no password is required
    • -keyout key.pem: Outputs the private key file
    • -x509: Generates a self-signed certificate
    • -days 365: Makes the certificate valid for 1 year
    • -out cert.pem: Outputs the certificate file

  4. The system prompts you to enter:

    • Country Name (a 2-letter code, such a US)
    • State or Province
    • Locality or City
    • Organization
    • Common Name (App name, domain, or identifier)

  5. This action generates two files.

    • key.pem: Private key
    • cert.pem: Certificate

  6. Create a password-protected .pfx file. This action bundles your public certificate, cert.pem, and private key, key.pem, into a single file for use during application setup. Run this command for Mac, Linux, or Windows with OpenSSL installed:

    • openssl pkcs12 -export -in cert.pem -inkey key.pem -out cert.pfx

  7. When prompted, set a password for the .pfx file.

  8. This action generates these files:

    • key.pem: Private key
    • cert.pem: Certificate
    • cert.pfx: pfx file

  9. Convert the certificate to a .cer file for Azure App Registration. Run this command for Mac, Linux, or Windows with OpenSSL installed:

    • openssl x509 -in cert.pem -out cert.cer -outform DER

  10. This action generates these files:

    • key.pem: Private key
    • cert.pem: Certificate
    • cert.pfx: Bundled .pfx file used during connector or application setup
    • cert.cer: Public certificate used in Azure app registration

The private key is stored in key.pem.

  • For Mac or Linux: cat ~/mycert/key.pem
  • For Windows (PowerShell): type C:\Users\YourUsername\mycert\key.pem

The output looks like this:

If a system asks for the private key, copy the text between -----BEGIN PRIVATE KEY----- and -----END PRIVATE KEY-----.

Save this private key because you need it later in the connection setup.

Tip: To copy the key easily, open the file in a text editor, such as VS Code, Notepad, or TextEdit.

  1. Navigate to Azure Portal – App registrations.
  2. Select your application.
  3. Go to Certificates & secrets.
  4. Under Certificates, click Upload certificate.
  5. Upload the .cer (public certificate).
  6. Save and confirm the certificate is listed.
  7. Copy the Thumbprint.

On the Certificates & Secrets page, locate the uploaded certificate and copy its Thumbprint value.

Securely save the Thumbprint along with these items.

  • Client ID
  • Tenant ID
  • Private key, key.pem

You need the Thumbprint during the connector setup to identify the certificate.

You need your SharePoint Site Name to construct the Base URI and create a data stream and connection. The Site Name is the identifier used in the SharePoint site URL. Ask your SharePoint administrator for this information, or locate it yourself:

  1. Open the SharePoint site in your browser.
  2. In the address bar, copy the value in the URL that appears after /sites/.

For example, in the URL https://yoursite.sharepoint.com/sites/MarketingTeam, the site name is MarketingTeam.

Watch a comprehensive demo of how to configure Microsoft SharePoint Unstructured (Site Pages & Site Assets):

Microsoft SharePoint Unstructured (Site Pages & Site Assets) Connection Set-up
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