Start accessing, sharing, and searching external files!
Now users can access and share external files via the Files tab and feed, and search for them right alongside their Salesforce content.
Enable Salesforce Files Connect for Your Organization
EDITIONS
Available in: both Salesforce
Classic (not available in all
orgs) and Lightning
Experience
Files Connect for
cloud-based external data
sources is available in:
Professional, Enterprise,
Performance, Unlimited,
and Developer Editions
USER PERMISSIONS
To enable Salesforce Files
Connect:
• Customize Application
Let users search and share files from external systems like Google Drive and SharePoint.
1. From Setup, enter Files Connect in the Quick Find box, and then select Files
Connect.
2. Click Edit, and then select Enable Files Connect.
3. For File Sharing, select one of the following:
•
Copy — stores a copy of external files in Salesforce. If files are shared with a Chatter group,
all group members can access the files, even if they lack access to the external system.
•
Reference — points to external files stored outside Salesforce. No file previews are available,
and file downloads require user access to the external system. (Users must enter credentials
for the system in the Authentication Settings for External Systems section of personal setup).
Choose Copy mode if your organization shares files with external customers or partners. Choose
Reference mode to reflect access restrictions from the external system in Salesforce.
Regardless of sharing mode, files in Salesforce don’t reflect file revisions in external systems. However,
Reference mode points to the latest versions in those systems.
Let Users and Administrators Access Files Connect Data Sources
EDITIONS
Available in: both Salesforce
Classic (not available in all
orgs) and Lightning
Experience
Files Connect for
cloud-based external data
sources is available in:
Professional, Enterprise,
Performance, Unlimited,
and Developer Editions
USER PERMISSIONS
To set permissions:
• Customize Application
After you enable Files Connect, give users and administrators permission to access specific external
data sources from Salesforce.
Tip: You can provide access to data sources through permission sets or custom profiles.
However, permission sets let you more quickly adjust access for several types of users.
Regardless of which method you choose, be sure to give administrators access so they can
configure data sources.
1. From Setup, enter Permission Sets in the Quick Find box, then select Permission
Sets or enter Profiles in the Quick Find box, then select Profiles.
2. Create a permission set or profile, or click an existing one.
If you use a permission set, User License must be set to the default option, “None.”
3. For a permission set, click System Permissions, then click Edit.
For a profile, click Edit, and scroll down to the Administrative Permissions section.
4. To access cloud-based data sources, select Files Connect Cloud, and then click Save.
5. For a permission set, click Manage Assignments in the toolbar at the top of the page. Then
click Add Assignments, select users for the permission set, and click Assign.
2
Enable Salesforce Files Connect for Your OrganizationFiles Connect for Administrators