Identity Type for External Data Sources

If you select Named Principal, your organization uses only one login account on the external system.

If you select Per User, your organization uses multiple login accounts on the external system. Each of your users can have a unique set of credentials, or you can group your users—for example, by function or business unit—and have each group share a set of credentials. After you grant user access to the external data source through permission sets or profiles, users can set up and manage their own authentication settings for the external system.

Note For an external data source with Per User Identity Type, site members in Experience Cloud can’t set up their own credentials. However, as an admin you can set up and manage each user’s authentication settings for external systems from Lightning Experience or Salesforce Classic.

Tip Train your users on how to set up their authentication settings for external systems. Make sure that they know which credentials to enter for each external system. If you’re using OAuth 2.0, test the OAuth flow for potentially confusing prompts or redirects, and train your users as needed. OAuth flows vary, depending on your external system, authentication provider, and specified scopes.