24FILES Help Center - Frequently Asked Questions 24FILES Help Center - Frequently Asked Questions

FAQ

Frequently asked questions about 24Files.

How can we help - FAQ

General

Do you have a general question about 24Files? 

There is direct access to SharePoint online through API. So, 24Files is not storing any files on external servers. 

In chatter, enter a ‘/’ and you can ‘tag’ a SharePoint file. 

You can find the manual here: Installation & Configuration manual

Yes, you can update the metadata via our metadata feature within 24Files.

 

For community users, we provide them with anonymous Sharepoint access so no “real” authentication is required.

At this point, we are using the preview functionality of Salesforce. Supported previews are: images, pdf, audio, video, and text files (not Word).

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.

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.

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:

https://docs.microsoft.com/en-us/archive/blogs/vesku/using-add-in-only-app-only-permissions-with-search-queries-in-sharepoint-online

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.

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?

In order to offer you the best price, 24Files has 2 pricing methods:

User based or Org based:

  • User based: € 5 per month per user
  • Org based: € 5000 per year for unlimited licenses

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

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.

No, the community users are excluded from your 24Files license. Only your internal Salesforce users need a 24files licence.

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.

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 30day FREE trial! 

Go here to our listing on the AppExchange.

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.

For your normal 24Files users, you can add the permission set ’24Files user’. 

More in depth information can be found in the installation manual. 

For your normal 24Files users, you can add the permission set ’24Files admin’. 

More in depth information can be found in the installation manual. 

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.

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.

 

 

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? 

When an error occurred during the creation of the SharePoint add-in:

  1. Make sure that you entered the right SharePoint Instance name in the URL.
  2. Have you copied the right redirect url? 
  3. Have you copy-paste the XML correctly? (make sure that it includes the white spaces)

“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. 

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. 

 

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. 

“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. 

 

  1. Install extension for PowerShell (https://www.microsoft.com/en-us/download/details.aspx?id=35588)
  2. 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. 
  3. Add the following command to the Powershell: 
    set-spotenant -DisableCustomAppAuthenication $false and enter
    Example:


Found no answer to your question?