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Unable to create an 'external data source' in Files Connect

Udgivelsesdato: May 4, 2026
Beskrivelse

When a Salesforce administrator attempts to set up a Files Connect external data source for cloud storage systems, the Files Connect-related options may not appear in the Type dropdown list on the External Data Sources setup page. Affected options include Files Connect: SharePoint Online, Files Connect: OneDrive for Business, and Files Connect: Google Drive.

This issue occurs because the permission set or profile used to grant users access to Files Connect data sources is either missing the Files Connect Cloud permission, or the permission has been enabled but the current user has not been assigned to the permission set.

Files Connect is the Salesforce feature that allows users to access and search external cloud storage directly within Salesforce. For the Files Connect Cloud options to appear, the system administrator must both enable the permission and assign it to users.

Løsning

To resolve this issue, ensure the Files Connect Cloud permission is enabled and that the affected user is assigned to the correct permission set.

Steps to Enable Files Connect Cloud Access

Step 1: Log in to Salesforce as a System Administrator.
Step 2: Navigate to Setup. In the Quick Find box, type Permission Sets and select Permission Sets.
Step 3: Open the permission set or profile that is used to grant users access to Files Connect data sources.
Step 4: In the permission set, locate the System Permissions section. Find the permission labeled Files Connect Cloud and make sure it is enabled.
Step 5: Return to the permission set's main page and select Manage Assignments. Verify that the affected user has been assigned to this permission set. If not, click Add Assignments and add the user.
Step 6: Ask the user to navigate back to Setup > External Data Sources > New and check the Type dropdown. The Files Connect options (Files Connect: SharePoint Online, Files Connect: OneDrive for Business, Files Connect: Google Drive) should now appear.

Vidensartikelnummer

000387443

 
Indlæser
Salesforce Help | Article