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Enable Salesforce Files Connect for Your Organization

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Enable Salesforce Files Connect for Your Organization

Let users search and share files from external systems like Google Drive and SharePoint.

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 enable Salesforce Files Connect: Customize Application
  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.

See Also

 
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