Downloadable User Guides
Salesforce Files Connect | Salesforce
Salesforce Files Connect
With Files Connect, Salesforce users can access, share, and search external data from systems like Google Drive, SharePoint, or Box.
The Files Connect Setup ProcessThe setup process for Files Connect differs for cloud-based and on-premises external data sources.Enable Salesforce Files Connect for Your OrganizationLet users search and share files from external systems like Google Drive and SharePoint. Let Users and Administrators Access Files Connect Data SourcesAfter you enable Files Connect, give users and administrators permission to access specific external data sources from Salesforce.Create an Authentication Provider for BoxTo use Box as an external data source, you must create an authentication provider for it in Salesforce. Define an External Data Source for BoxLet users access their Box content from Files home, feed posts, and search.Create an Authentication Provider for Google DriveTo use Google Drive as an external data source, you must create an authentication provider for it in Salesforce. The process begins with creating a related project in the Google Developers console. Define an External Data Source for Google DriveLet Chatter users access their Google Drive content from the Files tab, feed posts, and search. Salesforce supports Google documents, spreadsheets, presentations, and drawings.Create an Authentication Provider for SharePoint Online or OneDrive for Business Using Azure (Preferred Method)To use one of Microsoft’s cloud-based external data sources, you must create an authentication provider for it in Salesforce and register that provider in a Microsoft Azure web application. Create an Authentication Provider for SharePoint Online or OneDrive for Business Using Office 365 (Alternate Method)To use one of Microsoft’s cloud-based external data sources, you must create an authentication provider for it in Salesforce and register that provider in an Office 365 app. Define an External Data Source for SharePoint Online or OneDrive for BusinessWith Files Connect and Chatter, Salesforce can access content from Microsoft’s cloud-based systems.Set Up a Secure Agent for SharePoint 2010 or 2013A Secure Agent provides secure communication between Salesforce and on-premises data in SharePoint 2010 or 2013.Ensure Access with Secure Agent ClustersSecure Agent clusters provide failover protection, ensuring that Salesforce users can always access on-premises external data sources like SharePoint 2010 or 2013.Define an External Data Source for SharePoint 2010 or 2013Let Salesforce access data in your on-premises system. Files Connect and Chatter make it possible.Include a Files Connect Data Source in Global SearchCombine searches for Salesforce data with external data from Google Drive, SharePoint, or OneDrive for Business. Via the API, developers can automate the process with supported SOQL or SOSL queries.Include SharePoint Custom Properties in Search, SOQL, and SOSL QueriesAfter you create an external object for a SharePoint data source, some special steps are needed to search or query any custom properties it contains. Define a Simple URL External Data SourceIf Chatter is enabled for your organization, Salesforce can access data hosted on another Web domain for use in the Files tab and feed.
One Market St.
San Francisco, CA, 94105
If you still can't find what you're looking for try searching H&T.
Powered by the Salesforce Communities platform. Learn More ›