FAQ
Frequently asked questions about 24Files.
General
Do you have a general question about 24Files?
How does 24Files process data?
There is direct access to SharePoint online through API. So, 24Files is not storing any files on external servers.
How to integrate with chatter?
In chatter, enter a ‘/’ and you can ‘tag’ a SharePoint file.
Where can I find the manual?
You can find the manual here: Installation & Configuration manual
Can you sync metadata between Salesforce and Sharepoint with 24Files?
Yes, you can update the metadata via our metadata feature within 24Files.
Do community users need to have direct access to Sharepoint?
For community users, we provide them with anonymous Sharepoint access so no “real” authentication is required.
Which file formats are supported for preview?
At this point, we are using the preview functionality of Salesforce. Supported previews are: images, pdf, audio, video, and text files (not Word).
What is the maximum file size 24Files can handle?
There is no file limitations to what 24Files can handle, but we are restricted on the api limits of Sharepoint. At this moment, this file size limit is around 2GB.
How do we manage the permissions of which folders/files users can see or acces via 24Files?
24Files follows the user permissions in SharePoint. If a user does not have access to a certain folder or file in SharePoint, the user won’t be able to download, upload, or perform any other action on the folder. He will only see the name of the SharePoint folder, if he/she has access to the Salesforce record, but that’s all.
Are there any files stored on external servers?
We do not store any files on external servers, because we are using API calls. Also we do not store any files in Salesforce, only at SharePoint. Please find on the following link more information about the add-in creation:
Can we search for files via the global search function?
24Files does not work with the global search function. The only item you will be able to see through the search function are the Chatter links. Each time a file gets uploaded, we created a record that can be tagged in Chatter.
Can we edit documents within 24Files?
It’s not possible to edit a file via our 24Files component, as Salesforce is blocking this. That’s why we introduced the ‘Go to SharePoint’ button, which takes your directly to the right spot in SharePoint. From there, you can edit all your files. All changes are immediately processed and you have the latest version in Salesforce.
Pricing
More questions about 24Files pricing system?
What is the price of 24Files?
In order to offer you the best price, 24Files has 2 pricing methods:
User based or Org based, please consult our pricing page for the latest pricing.
How to purchase 24Files?
Please contact us with the following information, in order to purchase 24Files:
- Price method: Number of users OR enterprise edition
- Salesforce Org ID
- Billing Address:
- Country
- Street
- City
- State
- Zip/postal
- VAT number
Does 24Files offer a NGO discount?
Yes, we do! We support NGO’s with a tailored discount.
Please contact us with the amount of licenses you need and we will send you an offer: contact us here.
Do community users also need a 24Files license to view and upload files?
Yes, community users also need a 24Files user license. If anonymous access is enabled, they do not need an Office365 license though.
How do we add additional users?
Easy, just send us a message with the number of extra licenses you want to support@24files.eu. You can upgrade the number of licenses (= users) you want at any time. We will send you an invoice that will be calculated on a pro rata basis.
Technical – Setup to Configuration
Questions related to the 24Files configuration.
How to install 24Files?
To install our SharePoint-Salesforce connector, 24Files, you have to go to the AppExchange of Salesforce. There you can download our application into your production or sandbox.
We offer a FREE trial!
Go here to our listing on the AppExchange.
Are there installation and configuration instructions?
To help you set up and configure 24Files as smoothly as possible, we offer a helpful installation and configuration manual.
This latest and most up to date manual can be found on the AppExchange: click here.
Which permissions do my users need?
For your normal 24Files users, you can add the permission set ’24Files user’.
More in depth information can be found in the installation manual.
Which permissions does an admin need?
For your normal 24Files users, you can add the permission set ’24Files admin’.
More in depth information can be found in the installation manual.
How can I access the 24Files Manager app?
First, be sure to have deployed your domain to your users. (A domain needs to be present, before 24Files can work)
Secondly, you can access the 24Files Manager app via the App Launcher.
Not able to see this app? Ask the system administrator to grant you access.
Via Setup –> App Manager –> Edit 24Files Manager app –> add right profiles.
You can also retrieve more information in the installation manual.
How can I access the 24Files Settings tab?
Via the App Launcher, you can access the 24Files Settings or via the installed packages (click ‘configure’).
Not able to see this tab? Ask your System Administrator to grant you access:
Go to the profile of the user and check the Tab Settings. Change them from ‘Tab hidden’ to ‘Default On’ or ‘Default Off’.
You can also retrieve more information in the installation manual.
How can I create a 24Files Folder structure?
Via the App Launcher, you can access the 24Files Folder structure tab, where you can create one. For more information, see the installation manual.
Not able to see this tab? Ask your System Administrator to grant you access:
Go to the profile of the user and check the Tab Settings. Change them from ‘Tab hidden’ to ‘Default On’ or ‘Default Off’.
You can also retrieve more information in the installation manual.
Technical – Troubleshooting
Received an error while using 24Files?
Error when creating the SharePoint add-in
When an error occurred during the creation of the SharePoint add-in:
- Make sure that you entered the right SharePoint Instance name in the URL.
- Have you copied the right redirect url?
- Have you copy-paste the XML correctly? (make sure that it includes the white spaces)
Error: “No document library is selected”
“No document Library is selected or can be found”.
Make sure that in 24Files Settings a document library is selected for at least the ‘Default SharePoint site’.
Best practice: after updating 24Files, resave the SharePoint sites.
Error: “Public folder not found on [folder structure record name] Folder Structure.”
When no folder structure is present in the applicable folder structure record, this error will appear.
Empty folder structure = No Record folder + public folder is present. Add this by adding a subfolder and select the ‘Is record folder’ checkbox.
Error: Chatter link – “Server relative urls must start with spweb.serverrelativeurl”
If this error appears after clicking on the chatter link, it means that the file no longer exists in the SharePoint site or is not on the same location as when the link was created.
Error: “Not enough access to 24Files [Chatter File link] object”
“Not enough access to 24Files [Chatter File link] object”.
This is applicable for all 24Files objects.
This error means that not enough permissions are added to that profile.
How to solve:
Go to the profile of that user and check the permissions for all 24Files objects:
- 24Files Additional Folder
- 24Files Chatter File link
- 24Files Folder Structure
- 24Files Folder Structure Junction
- 24Files Folder Structure Rule
On top of that, check the field-level security for the named 24Files object. All the fields that can be selected, should be selected.
Warning: “Follow the connection instructions in the installation manual: ‘Powershell connection”
- Install extension for PowerShell (https://www.microsoft.com/en-us/download/details.aspx?id=35588)
- A. Add the following command:
Connect-SPOService -Url https://yourinstance-admin.sharepoint.com (replace yourinstance with your sharepoint instance name)Example:
B. Login with the admin username and password.
If a new line shows in the command, the login succeeded. - Add the following command to the Powershell:
set-spotenant -DisableCustomAppAuthenication $false and enter
Example:
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