---
schema_version: "1"
id: c6b77e5e82793409f59e9ec3c24e033898edaf960edf8ba47c3cf9ef56e17f57
title: Set Up a SharePoint Integration in Agentforce Operations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_afsc_sharepoint_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_afsc_sharepoint_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9d41829a8dccbef4190dba57b211b7ee9de05b843e3bb9ee325293f434485734
description: Create a SharePoint integration in Agentforce Operations so you can access your SharePoint files.
products:
  - Cross Cloud
release: "264"
---
# Set Up a SharePoint Integration in Agentforce Operations

Create a SharePoint integration in Agentforce Operations so you can access your SharePoint files.

### Required Editions

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            <th scope="colgroup" class="slds-cell-wrap" colspan="1" style="text-align:left;vertical-align:top;" id="d6120e39">License Required</th>
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            <td data-label="License Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d6120e39 ">
              <p>This feature is a workspace that’s external to your Salesforce org and requires
                an Agentforce Operations license. </p>
              <p style="margin-bottom:0;">To purchase an Agentforce Operations license, contact your Salesforce account
                executive.</p>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6120e73 ">To manage integrations in Agentforce Operations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6120e73 ">Admin role or Integration Admin role</td>

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To use SharePoint with Agentforce Operations, you register an app in Azure, add the SharePoint integration in Agentforce Operations, and then verify the setup.

#### See Also

- [Data Sources in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_data_sources.htm&release=264.0.0&type=5 "Data sources are tables of structured reference data, such as supplier lists, customer catalogs, or parts databases. Admins import data sources into Agentforce Operations so users can look up and validate that data in workflows and tasks.")
- [Custom HTTP Integrations in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_integrations_custom_http.htm&release=264.0.0&type=5 "With Custom HTTP integrations Agentforce Operations can call HTTP APIs to exchange data with external systems during workflow execution. Use them to send workflow data to an API, get data from an API for use in a workflow, or search external datasets based on workflow parameters.")

## Register an App in Azure

Get the SharePoint integration information and set up permissions in Azure.

1. Log in to Azure Admin at [https://portal.azure.com/](https://portal.azure.com/).
2. In the Azure services section, click **App registrations**.
3. Click **\+ New registration**.
4. Enter the name for your application.
5. For Who can use this application or access this API, select **Accounts in this organizational directory only**, and then click **Register**.
    
    The app page opens.
6. Get the client ID.
    1. In the Essentials section, copy the value of the Application (client) ID field.
    2. Paste the value somewhere to save it for later and label it as the client ID.
7. Get the endpoint.
    1. Click **Endpoints**.
    2. Copy the value of the OAuth 2.0 Token Endpoint (v2) field.
    3. Paste the value somewhere to save it for later and label it as the endpoint URL.
8. Create a client secret.
    1. In the navigation side panel, click **Certificates and secrets**.
    2. Click **\+ New client secret**.
    3. Enter a description and then click **Add**.
        
        The system saves the client secret. It now shows in the Client secrets list.
    4. Copy the new client secrets' value for the Value field.
    5. Paste the value somewhere to save it for later and label it as the client secret.
9. Add API permissions.
    1. In the navigation side panel, click **API Permissions**.
    2. In the Configured permissions section, click **\+ Add a permission**.
    3. In the Microsoft APIs tab, click **Microsoft Graph** and then click **Application permissions**.
        
        The list of permissions shows.
    4. Enter sites in the search bar.
    5. In the Sites section, select **Sites.FullControl.All**
    6. Click **Add Permission**, scroll down, and click **SharePoint**.
    7. Click **Application permissions**.
        
        The list of permissions shows.
    8. Enter sites in the search bar.
    9. Select **Sites.FullControl.All**.
    10. On the main API permissions page, in the Configured permissions section, click **Grant admin consent for {your org}**. For example if your org is called Acme, click **Grant admin consent for Acme**.
    11. Verify that all consents show a Granted status.

## Add the SharePoint Integration in Agentforce Operations

Add a SharePoint integration in Agentforce Operations using information copied from Azure.

1. Log in to Agentforce Operations.
2. In the navigation sidebar, click **Admin**.
3. Click the **Integration** tab.
4. Click **\+ Add integration**.
5. Select **SharePoint** and then click **Next**.
6. Click **Save files to folder** and then click **Next**.
7. Add a new connection.
    
    1. Click **Add new connection**.
    2. Enter the name of the integration.
    3. For Access token URL, paste the endpoint URL value you copied in step 7 of Register an App in Azure.
    4. For Client ID, paste the client ID you copied in step 6 of Register an App in Azure.
    5. For Client secret, paste the client secret value you copied in step 8 of Register an App in Azure.
    6. Click **Create**.
        
        The new connection shows in the list of connections.
    7. Confirm that the connection shows in the list and has a green circle.
    8. Select the new connection and click **Next**.
    9. Enter a name and description and then click **Add**.
    
    The integration is complete.

## Test the SharePoint Integration

Create fields to hold an uploaded document and to hold the document location in SharePoint. Create a blueprint that uploads a document and uses a SharePoint action to save the file. Then create and run a workflow from the blueprint and verify that the file is saved to SharePoint.

1. Create a document field to hold the uploaded document.
    1. In the navigation side panel, click **Fields**.
    2. Click **\+ Add field**.
    3. Enter a name. For example, Uploaded Document.
    4. For Type, select **Document**.
    5. Click **Create**.
2. Create a document field to hold the uploaded document's location in SharePoint.
    1. In the navigation side panel, click **Fields**.
    2. Click **\+ Add field**.
    3. Enter a name. For example, SharePoint Document.
    4. For Type, select **Document**.
    5. Click **Create**.
3. Create a blueprint.
    1. Click **\+ Create**.
    2. Click **Blueprint**.
    3. Click **From scratch**.
4. Add a stage.
    1. Click **\+ Add stage**
    2. Enter a name for the step and then click **Add stage**.
5. Add a task to request a document upload.
    1. Add a stage.
    2. Click **\+ Task**.
    3. Complete the fields with test data. For example, for Name, enter Get Document from User
    4. In the Request Information section, click **\+ Add field or role** and then search for and select the test document field you created. For example, select **Uploaded Document**.
    5. Click **Save changes**.
6. Add an automation for the SharePoint action.
    1. In the same stage, click **\+ Automation**.
    2. Click **SharePoint** and then click **Save file to folder**.
        
        The Add automated task window opens.
    3. For Start, select **After another task ends**.
        
        A new field shows.
    4. In the new field, select the task from step 5.
    5. For SharePoint Site, select the name of your site.
    6. For Folder, select the SharePoint folder where you want to save the file.
    7. For File, select the uploaded document from step 5. For example, select **Uploaded Document**.
    8. In the SharePoint outputs section, for File URL, select your SharePoint document. For example, click **Sharepoint Document**.
    9. Click **Add**.
7. Create and start a workflow to test the integration.
    1. Click **Create workflow**.
    2. Enter a name for the workflow and then click **Create**.
        
        The workflow starts running.
8. Upload a file and complete the task.
    
    1. Open the first task.
    2. Click **Attach**.
    3. Select a file to upload.
    4. Click **Complete**.
    
    The automation runs and saves the file to SharePoint.
9. Verify the file in SharePoint.
    1. Open the automation step and check if your SharePoint document field has a link to the uploaded file as its value.
    2. Click the link to open the file from SharePoint.
    3. Open SharePoint and check that the uploaded file shows in the folder that you specified .