Salesforce Files Connect

With Files Connect, Salesforce users can access, share, and search external data from systems like Quip, Google Drive, SharePoint, or Box.

• The Files Connect Setup Process
  The setup process for Files Connect varies by external data source.
• Enable Salesforce Files Connect for Your Organization
  Let users search and share files from external systems like Google Drive and SharePoint.
• Let Users and Administrators Access Files Connect Data Sources
  After you enable Files Connect, give users and administrators permission to access specific external data sources from Salesforce.
• Create an Authentication Provider for Box
  To use Box as an external data source, first create an authentication provider for it in Salesforce.
• Define an External Data Source for Box
  Let users access their Box content from Files home, feed posts, and search.
• Create an Authentication Provider for Google Drive
  To use Google Drive as an external data source, 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 Drive
  Let 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 Portal
  To use a Microsoft cloud-based external data source, create an authentication provider for it in Salesforce and register that provider in a Microsoft Azure web application.
• 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.
• Include a Files Connect Data Source in Global Search
  Combine searches for Salesforce data with external data from Google Drive, SharePoint, OneDrive for Business, or Box. Developers can automate the process with supported SOQL or SOSL queries with the API.
• Include SharePoint Custom Properties in Search, SOQL, and SOSL Queries
  After 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 Source
  If Chatter is enabled for your organization, Salesforce can access data hosted on another web domain for use in the Files tab and feed.
• Considerations for Person or Group Between SharePoint and Salesforce
  Note the limitations of two data type fields when using SharePoint Online and Salesforce.
• Chatter for SharePoint Is EOL
  As of the Summer ’17 release, Salesforce Chatter for SharePoint reached end-of-life and is no longer supported. Chatter for SharePoint was a SharePoint plugin that let users access Chatter feeds from within SharePoint 2010. Salesforce has moved away from this solution to focus its development efforts on other user productivity capabilities. As you move away from the SharePoint plugin, there’s no need to worry about data loss. All Chatter data continues to reside securely in the Salesforce org.