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About Us
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Home
Features
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Knowledge Base
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Setup and Configuration
Setup and Configuration
1. Connect Salesforce and Microsoft 365 (Azure AD)
2. Multiple tenants and SharePoint Site locations
3. File 365 User permissions and licenses
4. Set up SharePoint Location: Sites and Folders
5. Set up File 365 in the User Interface
6. File 365 Administration App
Optional Configuration
File 365 Document Templates
Automatic Folder Creation