7.1 File 365 Status #
When a record is configured for File 365, a File 365 record will be created immediately after the upload of the document to Salesforce. In the background an asynchronous process will process the file (upload to SharePoint) according to the settings you specified.
When the file is not uploaded yet to SharePoint, the File 365 record has the status “Queued”. In the File 365 Administration App you can select a List View that will display all File 365 records queued for upload to SharePoint.
When an error occurs during upload, the status changes to “Error”. For those record there also is a List view in the File 365 Administration App. When you have fixed the error (or simply want to try the upload again), click the Retry button.
Note: When clicking Retry as administrator and using the ‘Named Credential’ identity type per user, the file will be uploaded to SharePoint using your credentials instead of the users’ own credentials.
7.2 General Application log #
When an error occurs in the File 365 application, those errors will be logged in the File 365 Log Object. You can view those logs on the File 365 Administration App.
User Instructions #
After successfully installing File 365, please consult the File 365 User Instructions for further information.
