The Files Connect Setup Process

First, enable Files Connect, and let users access related external data sources

• Enable Salesforce Files Connect for Your Organization.
• Let Users and Administrators Access Files Connect Data Sources.

For cloud-based data sources, create an authentication provider, and then define the source

If you use Google Drive:

• Create an Authentication Provider for Google Drive.
• Define an External Data Source for Google Drive.

If you use Quip:

• Set Up Salesforce Anywhere Advanced.

If you use Microsoft’s cloud systems:

• Create an Authentication Provider for SharePoint Online or OneDrive for Business Using Azure Portal.
• Define an External Data Source for SharePoint Online or OneDrive for Business.

If you use Box:

• Create an Authentication Provider for Box.
• Define an External Data Source for Box.

Include the external data in global search

To let users access external data in global Salesforce searches, you’ll need to create an external object and give users access to its fields. This is an optional step, but highly recommended to best integrate external data with Salesforce.

For per-user data sources, have users authenticate in Salesforce

If you specified per-user authentication for a data source and exposed it through profiles or permission sets, ask authorized users to provide their data source credentials.

Start accessing, sharing, and searching external files!

Now users can access and share external files via the Files tab and feed, and search for them right alongside their Salesforce content.