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Grant Access to Authentication Settings for External Data Sources

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Grant Access to Authentication Settings for External Data Sources

For external data sources that use per-user authentication, grant users access through permission sets and profiles, so users can set up and manage their own authentication settings for accessing the external system.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Salesforce Connect is available in: Developer Edition and for an extra cost in: Enterprise, Performance, and Unlimited Editions

Files Connect for cloud-based external data sources is available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

Federated Search is available in: Enterprise, Professional, Unlimited, and Developer Editions
User Permissions Needed
To edit permission sets and user profiles: Manage Profiles and Permission Sets
  1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets or Profiles.
  2. Click the name of the permission set or profile that you want to modify.
  3. Do one of the following.
    1. For a permission set, or for a profile in the enhanced profile user interface, click External Data Source Access in the Apps section. Then click Edit.
    2. For a permission set, or for a profile in the enhanced profile user interface, click External Data Source Access in the Apps section. Then click Edit.
    3. For a profile in the original profile user interface, click Edit in the Enabled External Data Source Access section.
  4. Add the data sources that you want to enable.
  5. Click Save.

See Also

 
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