Flow Actions

Create SharePoint Site

Introduction

The CloudFiles: Create SharePoint Site flow action allows users to automate the creation of new SharePoint sites directly from Salesforce. This is particularly useful for organizations that need to quickly spin up collaboration spaces for projects, teams, or departments without manual intervention.

Sharepoint Rest API Authorization is a Pre-Requisite to use this Flow Action

Sharepoint Rest API Authorization is required for certain flow actions like Site creation.

Navigate to CloudFiles > Document Management > Libraries > SharePoint to configure the same.

Document image


The image below provides an overview of the input parameters and how this action appears in a Salesforce flow. Detailed descriptions of the input and output parameters are provided in the following sections.

Document image


What this action does

The Create SharePoint Site action simplifies the process of provisioning SharePoint sites through automation.

Scenario:

For instance, when a new account is created in Salesforce, a corresponding SharePoint site can be automatically generated using this action. The site can be tailored to the specific needs of the account, such as hosting documents, managing tasks, or collaborating with the client’s team.

This automation eliminates the need for manual setup and ensures consistency across your SharePoint environment.

Input Parameters

The following input parameters are required to configure the Create SharePoint Site action:

Description

  1. Description: A brief summary explaining the site's purpose or content.
  2. Where it shall be displayed:
    • Navigate to the SharePoint site.
    • Go to Settings (gear icon) > Site Information.
    • The Description field is visible here.

Design ID

  1. Description: A unique identifier for the site's design, referring to a site design or customization for layout, branding, or functionality.
  2. How to Get It:
    • Available in the SharePoint Admin Center:
      • Open Microsoft 365 Admin Center > SharePoint Admin Center.
      • Select the site from the Active Sites list.
    • Custom site designs are often applied using PowerShell or site scripts.

Language Code

  1. Description: Specifies the language of the site using an ISO language code (e.g., 1033 for English, 1036 for French). If not Input Default Language shall be Organisation's Default Language.
  2. Where to find current Language:
    • Go to Settings > Site Settings > Language Settings in SharePoint.

Check Languages supported by SharePoint for more information.

Site Name

  1. Description: Input the display name of the site, reflecting its purpose (e.g., Marketing Team).

Site Name is a mandatory Input Parameter

Site URL

  1. Description: Configure and Input the web address for accessing the site, typically in the format: https://<organization>.sharepoint.com/sites/<site-name>

Site Name is a mandatory Input Parameter

Template ID

  1. Description: Identifies the template used to create the site, determining its structure and features (e.g., STS#0 for a Team Site).
  2. How to Get It:
    • Use PowerShell with the command: Get-SPOSite -Identity
    • Alternatively, check the SharePoint Admin Center for certain configurations.

Here are some common SharePoint site template IDs:

  • STS#0: Classic Team Site 
  • APPCATALOG#0: App Catalog Site 
  • BDR#0: Document Center 
  • BICenterSite#0: Business Intelligence Center 
  • SITEPAGEPUBLISHING#0: Publish dynamic content to keep people informed 
  • GROUP#0: For reporting only 
  • POINTPUBLISHINGPERSONAL#0: For reporting only 
  • SPSPERS#10: For reporting only 
  • PWA#0: Project Web App Site 
  • PWS#0: Microsoft Project Site 
  • SGS#0: Group Work Site 
  • SPS#0: SharePoint Portal Server Site  site template 

Output Parameters

Document image


Primary Drive ID

The unique identifier for the SharePoint site's primary document library.

Site ID

A unique identifier for the created SharePoint site.

Site Name

The display name of the created site.

Site URL

The web address for accessing the newly created site.