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Define an External Data Source for SharePoint Online or OneDrive for Business
With Files Connect and Chatter, Salesforce can access content from Microsoft’s cloud-based systems.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To define an external data source: | Customize Application |
- From Setup, enter External Data Sources in the Quick Find box, then select External Data Sources.
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Click New External Data Source. Then set the following options.
Field Description Label A user-friendly name for the data source displayed in the Salesforce user interface. Name A unique identifier used to refer to this external data source definition through the API. The Name field can contain only underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
This entry must match the value entered in the SharePoint fields, Managed Properties | Property Name and Alias.
Type Choose Files Connect: Microsoft SharePoint Online or Files Connect: Microsoft OneDrive for Business. Site URL The URL of your SharePoint site, site collection, or web app.
The URL must begin with https. It should look like this: https://salesforce.sharepoint.com/HRSite
(Don’t copy the URL seen in the browser when accessing SharePoint. It should not look like this: https://salesforce.sharepoint.com/HRSite/SitePages/Home.aspx)
Exclude Other Site Collections Accesses only the site collection specified by the URL, ignoring any other site collections. This should always be enabled if any users are currently allowed to access the root site collection. Identity Type The identity type used to authenticate to the external data source.
Select Per User to require separate credentials for each user who accesses the data source. (Administrators must enable the data source for specific permission sets and profiles. Users then enter their credentials when first accessing the data source.)
Select Named Principal to use the same set of credentials for every user who accesses the data source from Salesforce.
Authentication Protocol The protocol used to access SharePoint Online.
Select OAuth 2.0.
Authentication Provider Enter the SharePoint Online or OneDrive for Business authentication provider. Scope Leave blank. Start Authentication Flow on Save Select to immediately test your settings or to create an external object for this external data source. Custom columns defined on SharePoint should not have spaces in the name. Files from a SharePoint Online or OneDrive for Business data source can’t be previewed in the file preview player.
