Microsoft SharePoint

SharePoint is Microsoft's document management and collaboration tool with a software-as-a-service strategy at its core. It keeps your work moving forward by providing quick access to your team sites, organization portals and resources, and the people you work with – across online in Office 365 and on-premises. You can see the site activities, get quick access to recent and popular files, and view and arrange lists on your team sites.

For more information, click here.

Field (Account) Information

While configuring the Source or Destination of a Transaction, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you need to specify the location from where the data is to be accessed. In this process, provide the details of the application account to grant permission to access data.

Specify the following information for Microsoft SharePoint:

Field	Description
Account Name	A short, descriptive name that helps you re-use this account in future

Triggers

A Trigger specifies when a particular Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list.

Following triggers are available for Microsoft SharePoint at Source.

Trigger Name	Description
New Opportunity	Triggers when an opportunity is created. An opportunity is a sale or pending deal.
New Opportunity Or Updated Opportunity	Triggers when an opportunity is created or an existing opportunity is modified.
New Event	Triggers when an event is created. Represents an event in the calendar.
New Event Or Updated Event	Triggers when an event is created or an existing event is modified.
New Case	Triggers when a case is created. A case is a customer issue or problem.
New Case Or Updated Case	Triggers when a case is created or an existing case is modified.
New Account	Triggers when an account is created. An account is an organization or person involved with your business (such as customers, competitors, and partners).
New Account Or Updated Account	Triggers when an account is created or an existing account is modified.
New Task	Triggers when a task is created. A task represents a business activity such as making a phone call or other to-do items. Task and Event records are collectively referred to as activities.
New Task Or Updated Task	Triggers when a task is created or an existing task is modified
New Lead	Triggers when a lead is created. A lead is a prospect or potential Opportunity.
New Lead Or Updated Lead	Triggers when a lead is created or an existing lead is modified.
New Note	Triggers when a note is created. A note is a text associated with a custom object or a standard object, such as a Contact, Contract, or Opportunity.
New Note Or Updated Note	Triggers when a note is created or an existing note is modified.
New Contact	Triggers when a contact is created. A contact is an individual associated with an account.
New Contact Or Updated Contact	Triggers when a contact is created or an existing contact is modified.
New Campaign	Triggers when a campaign is created. A campaign is an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or another type of marketing initiative.
New Campaign Or Updated Campaign	Triggers when a campaign is created or an existing campaign is modified.
New Product	Triggers when a product is added. Products are the individual items or services that you sell to customers through your opportunities and quotes. You can create a product and associate it with a price in a price book. Each product can exist in many different price books with many different prices.
New Product Or Updated Product	Triggers when a product is added or an existing product is modified.
New Price Book	Triggers when a price book is created. A price book is a list of products and their associated prices. Each product and its price is called a price book entry.
New Price Book Or Updated Price Book	Triggers when a price book is created or an existing price book is modified.
New Question	Triggers when a question is created.
New Question Or Updated Question	Triggers when a question is created or an existing question is modified.
New Solution	Triggers when a solution is created. A solution is a detailed description of a customer issue and the resolution of that issue.
New Solution Or Updated Solution	Triggers when a solution is created or an existing solution is modified.
New User	Triggers when a user is created.
New User Or Updated User	Triggers when a user is created or an existing user is modified.

Actions

An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down list.

Following actions are available for Microsoft SharePoint at Destination.

Action Name	Description
Create List	Creates a new list.
Update List	Updates an existing list.
Delete List	Deletes an existing list.
Create List Item	Creates a new list item.
Update List Item	Updates an existing list item.
Delete List Item	Deletes an existing list item.
Create Folder	Creates a new folder at the specified URL.
Delete Folder	Deletes an existing folder from the specified URL.
Create File	Creates a new file and add it to a folder.
Update File	Updates an existing file.
Delete File	Delete an existing file from a folder.
Check Out File	Check out a file to start editing. While you edit, others cannot make changes to the file you are editing.
Check In File	Check in a file to save the changes you have made.
Create Role Definition	Creates a new role definition.
Update Role Definition	Updates an existing role definition.
Replace Role Definition	Replaces an role definition
Delete Role Definition	Deletes an existing role definition.
Create User Custom Action	Creates a new custom action.
Update User Custom Action	Updates an existing custom action.
Delete User Custom Action	Deletes an existing custom action.