Expose SharePoint as REST service
Descripion
I had a requirement to have Salesforce externally facing APEX form to be saved in a SharePoint List. I have been researching on this and was able to perform a complete successful integration with no third party tools and only using OAuth.
Targeted Audience for this post:
- Any one looking for information about sending files from Salesforce to SharePoint.
- Anyone looking for information about sending data from Salesforce controller or apex classes or triggers.
- If you follow this post from beginning to end, you should be able to perform CRUD operations on your SharePoint List.
To give a quick overview of things I have done below,
- Create custom Auth Provider in Salesforce.Placeholders for the client id (Consumer Key) and client secret (Consumer Secret)
- Register app-only, get client ID and secret. Go back to step 1 and insert these inside the custom auth provider. Enter the other values as well. These come in Part-2.Obviously you need to perform the custom auth provider before registering the app.
- Create named credentials.
Now let's begin the first part,
Steps for Creating REST endpoint for SharePoint
Generate Client ID and Client secret after registering app.
Appregnew.aspx
- Navigate and login to SharePoint online site.
- Then navigate to the Register Add-In page by entering the url as
- https://(yoursharepointdomain).SharePoint.com/_layouts/15/appregnew.aspx
- In the App Information section, click the Generate button next to the Client Id and Client
Secret textboxes to generate the respective values. - Enter Add-In Title in Title textbox
- Enter AppDomian as a ‘(yoursalesforcedomain).my.salesforce.com’(without the single quotes)
- Enter RedirectUri as a 'https://(yoursalesforcedomain).my.salesforce.com/services/authcallback/SPSF'(without the single quotes- This is generated once cust auth provider is created in Salesforce)
For RedirectURL- I will post the link to create this from Salesforce in the next part. You cannot make this as localhost since Salesforce wants you to have the callbackurl to be used in the redirect url field in sharepoint when registering the app.
The app identifier has been successfully created.
- Client Id:(Client Id)
- Client Secret:(Client Secret)
- Title: SPSFOAuth
- App Domain: (yoursalesforcedomain) .my.salesforce.com
- Redirect URI: https://(yoursalesforcedomain).my.salesforce.com/services/authcallback/SPSF
Note
We need to perform the custom Auth. Provider step before the appregnew so that we will have the redirect URL from salesforce.
We need to perform the custom Auth. Provider step before the appregnew so that we will have the redirect URL from salesforce.
Appinv.aspx
- Navigate to the SharePoint site
- Then enter the URL https://.sharepoint.com/_layouts/15/appinv.aspx in the browser. This will redirect to Grant permission page.
- Enter the Client ID(which we have generated earlier), in AppId textbox and click Lookup button. That will populate the value to other textboxes in Title, App Domain and Redirect Url
- Since we just want access to the list for SF to post, we provide full control to the List using the below xml. Change the scope and correct attributes accordingly when using a web, site , subsite, List.
Get access token from ACS (Azure access Control)
- Get Tenant Id from SharePoint.
- Navigate to /_layouts/15/AppPrincipals.aspx for that site.
- Copy the id after ‘@’. This is the bearer realm that is required in the next step.
- Bearer realm can also be taken from the below POSTMAN request.
- Principal is constant value which we can see from the screenshot under App Identifier.
00000003-0000-0ff1-ce00-000000000000
Generate access Token using grant type as client_credentials
-
After getting the Tenant ID, we have to form a URL with the below format
https://accounts.accesscontrol.windows.net//tokens/OAuth/2 for requesting the access token. -
https://accounts.accesscontrol.windows.net//tokens/OAuth/2 Apply the below configurations in header Method = POST Headers
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