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            Let Users and Administrators Access Files Connect Data Sources

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            Let Users and Administrators Access Files Connect Data Sources

            After you enable Files Connect, give users and administrators permission to access specific external data sources from Salesforce.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Files Connect for cloud-based external data sources is available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To set permissions: Customize Application
            Tip
            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.
              Important
              Important Include any administrators who need to configure external data sources.
            6. If you haven’t already, define the external data sources for your organization:

              If you select an identity type of Named Principal for the data source, skip the following steps. But if you select Per User, read on.

            7. In Setup, return to the detail page for the permission set or profile. Then do either of the following:
              • For a permission set, in the Apps section, click External Data Source Access.
              • For a profile, go to the Enabled External Data Source Access related list.
            8. Click Edit, add specific data sources to the Enabled External Data Sources list, and click Save.

              (Users enter their credentials when they first access external data sources, or from their personal settings on the Authenticated Settings for External Systems page.)

            See Also

             
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