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.

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 360 Connector team at datacloud-connectors-beta@salesforce.com.

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.