COLLABORATION Butler – Moves FILES from Salesforce to SharePoint automatically

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Although you might use the COLLABORATION Butler component as much as possible for all file handling there might still be processes in which files are stored in SFDC (eg Case Emails).

Via this COLLABORATION Butler add-on, you can move files from Salesforce to SharePoint automatically to the correct SharePoint Site, Library and folder.

Install link for add-on (requires a recent version of COLLABORATION Butler): /packaging/installPackage.apexp?p0=04tWV0000001BpR

It is important to note that this add-on is open-source. After install you can modify the code if required to add features. This also means that you can debug (eg Debug logs) the package yourself and can find errors in your configuration without contacting our support teams. Our support teams will request you to first analyze and debug your configuration.
If you need help on complex situations, contact your PDF Butler Account Manager for consulting hours.

The process configuration:

Create a Flow in Salesforce to determine the SharePoint Site, Library and folder
1. Input (check on variable “Available for input”):
  1. recordId: Id of the record the File is related to
  2. objectName: Name of the sObject the File is related to eg Opportunity (this can also be a custom sObject)
2. Output (check on variable “Available for output”):
  1. siteDriveUrl (Mandatory): The SharePoint URL to the Site and Library
  2. path (Mandatory): The path the folder in which the files must be stored
  3. deleteFiles (Optional): By default “true”, indicates that the file should be deleted in Salesforce after moving to SharePoint
  4. leaveContentUrl (Optional): By default “false”, indicates to leave a URL in Salesforce FILES that points to the file in SharePoint. When clicking the URL, the preview of the file in SharePoint will open in a new tab

Example of a Flow:

Setup configuration: After install of the add-on package, there is a Custom Setting in Salesforce.
1. Create a new “Organization Level” record in the Custom Setting
2. Configure it
  1. SP Enable Auto Move: Checkbox to enable or disable the auto-move.
  2. SP Auto Move Flow API Name: API name of the flow you have configured in the step above
  3. SP Auto Move SObjects: Comma separated list without spaces of API names of sObjects (Standard and Custom) that are enabled for moving files. Objects not in this list will not be considered to move files. eg Contract,Account,Opportunity,Case,My_Cool_Object__c