Allow Salesforce users to have more access.
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Optionally Use Service Users for More Control
Sometimes, an end-user needs to establish a predetermined folder structure that has already been approved by administrators. However, the user might lack permissions to create new folders in SharePoint. To circumvent this limitation, you can automate folder creation and assign this task to a service user with appropriate permissions.
Limit Full Control Access
Sharing folders in SharePoint typically requires Full Control access, which grants the highest level of permissions and may not be suitable for end-users. Instead, consider using Service Users to restrict permissions while still enabling folder sharing through the UI or automation. This approach helps maintain security and control over folder access without granting overly broad permissions.
Implementation
Simplify your workflow with Salesforce Flows. Create and manage folders effortlessly, tailored to each account by dynamically populating them with the account names. The folders conveniently open directly on the corresponding Salesforce record, streamlining user access and enhancing productivity. This automation ensures that your team can seamlessly work within the relevant folders, making account management a breeze. Save time and increase efficiency – it’s all taken care of automatically when an account is created or updated. Elevate your Salesforce experience with this user-friendly and efficient solution.
Use Cases
