Flow Actions
Doc Management 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 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 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 description a brief summary explaining the site's purpose or content 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 description a unique identifier for the site's design, referring to a site design or customization for layout, branding, or functionality 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 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 where to find current language go to settings > site settings > language settings in sharepoint check languages supported by sharepoint for more information site name description input the display name of the site, reflecting its purpose (e g , marketing team ) site name is a mandatory input parameter site url 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 description identifies the template used to create the site, determining its structure and features (e g , sts#0 for a team site) 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's 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 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