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You or your Salesforce admin can use Files Connect to set up and manage your authentication settings for external data sources. With valid authentication settings, you can access files from external systems right from Salesforce.
| Available in: both Salesforce Classic and Lightning Experience |
| Files Connect for cloud-based external data sources is available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To access cloud-based data sources like SharePoint Online: | Files Connect Cloud |
Your admin defines external systems in external data sources and named credentials. Before you begin, your administrator:
If you don’t see the expected settings or options, ask your admin for help.
| Authentication Protocol | Choose OAuth 2.0 |
| Authentication Provider | Choose the provider that your administrator created for this data source |
| Scope | Leave blank |
| Start Authentication Flow on Save | Select to immediately verify your login credentials with the external data
source. When you click Save, the external system prompts you to log in. After successful login, the external system grants you an OAuth token for accessing its data from this org. Redo the OAuth flow when you need a new token—for example, when the token expires—or if you edit the Scope or Authentication Provider fields. |
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