Set Up a Microsoft SharePoint Unstructured (Site Pages & Site Assets) Connection

Set up the Microsoft SharePoint connection to start the flow of data into Data 360.

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.

User Permissions Needed
To create a connection:System Admin profile or Data Cloud Architect permission set

Before you begin:

  1. In Data Cloud, click Setup, and select Data Cloud Setup.
  2. Under External Integrations, select Other Connectors.
  3. Click New.
  4. On the Source tab, select Microsoft SharePoint Unstructured (Site Pages & Site Assets) and click Next.
  5. Enter a connection name, connection API name, and provide the authentication details.
  6. For Authentication Details, enter the information you collected from Prepare Your Microsoft SharePoint Unstructured (Site Pages & Site Assets) Connection:
    • Client ID: Enter the Application (client) ID from the Azure AD App Registration.
    • Private Key: Enter the certificate associated with the specified thumbprint.
    • OAuth Scope: Enter the OAuth 2.0 scope for accessing SharePoint resources with the format https://<tenant_name>.sharepoint.com/.default, where .default requests all permissions for the application. Replace <tenant_name> with your SharePoint tenant name.
    • Certificate Thumbprint: Enter the hexadecimal SHA-1 thumbprint found in your Azure AD App Registration under Certificates & Secrets.
    • Token Endpoint: Enter the OAuth 2.0 token endpoint URL for your Azure AD tenant with the format https://login.microsoftonline.com/<tenant_id>/oauth2/v2.0/token.
  7. For Connection Details, provide details for base URI:
    • Base URI: Enter the SharePoint Site Address, including the Site Name with the format https://<tenant>.sharepoint.com/sites/<site_name>.
  8. To review your configuration, click Test Connection.
    • The system verifies if the provided authentication values allow a successful connection to Microsoft SharePoint.
    • Follow the instructions on the screen if the connection fails.
  9. Click Save.

After the connector details are accepted, the connection is created and listed under Connectors. You can now create unstructured data lake objects (UDLOs).