Search for Files Connect External Files

Search in a Specific External Data Source

In Salesforce Classic:

1. From the left column of Files home or your Chatter feed, click the data source name.
2. In the search box, enter terms such as document title or author. (The specific information that you can search for depends on the configuration of the external data source.)

Note You can also search external data sources from the file selector when attaching a file to a Chatter post. In Salesforce Classic, click File above the feed, and then select a file from Salesforce. In Lightning Experience, click the paperclip icon below the post to open the Select File window.

Search Globally for Salesforce and External Data

If your administrator enables global search for an external data source, you can search its contents along with your Salesforce data.

In Salesforce Classic:

1. In the global search box at the top of the Salesforce window, enter your search terms.
2. To filter the results down to a specific external data source, click its name in the left column (for example, “SharePoint Online”).

Tip If you often want to see content from a specific external data source, pin it to the top of global search results. To pin it, in the left column, hover over the data source name, and click the pin icon. (If you don’t see the data source listed, click Search All.)