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Define an External Data Source for Box

Let users access their Box content from Files home, feed posts, and search.

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
  1. From Setup in Salesforce Classic, enter External Data Sources in the Quick Find box, then select External Data Sources.
  2. 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.
    Type Choose Files Connect: Box
    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.)

    Authentication Protocol

    The protocol used to access Box.

    Select OAuth 2.0.
    Authentication Provider Enter the Box Authentication Provider.
    Scope Leave blank.
    Start Authentication Flow on Save Select to immediately test the settings above.

    Files from a Box data source can’t be previewed in the file preview player.