Let Users and Administrators Access Files Connect Data Sources | Salesforce
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.
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
Files Connect for on-premises external data sources is available for an extra cost in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To set permissions:
To use Files Connect for on-premises external data sources:
Though you can provide access to data sources via permission sets or profiles, 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.
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.
Create a new 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.”
For a permission set, click System Permissions, then click Edit.
For a profile, click Edit, and scroll down to the Administrative Permissions section.
Do either of the following, and then click Save.
To access cloud-based data sources like SharePoint Online, select Files Connect Cloud.
To access on-premises data sources like SharePoint 2010 or 2013, select Files Connect On-premises.
The on-premises permission is available with a paid permission set license, “Files Connect for on-premises external data sources.” To enable the license for your organization, see these brief instructions in Salesforce Help.
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.
Include any administrators who need to configure external data sources.
If you haven’t already, define the external data sources for your organization: