--- schema_version: "1" id: 30789ce4f99619d965a427a5d4e0ce50fbbe661780d17f72b4b273469ab2a01a title: The Files Connect Setup Process collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/admin_files_connect_overview.md canonical_url: https://help.salesforce.com/s/articleView?id=experience.admin_files_connect_overview.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 6c024cc186c34ff0aafdc8751e354e566f6d4f1a76cf0b340f39948873f6d90b description: The setup process for Files Connect varies by external data source. products: - Experiences release: "264" --- # The Files Connect Setup Process The setup process for Files Connect varies by external data source. ### Required Editions
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
![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-collaboration-264-0-0-production-enus/1aab5b5e-c990-4b8c-840a-6fb18af49709/images/icon_tip.png) Tip For detailed visuals, tips, and troubleshooting, see the Files Connect [_Setup Guide_](https://org62.my.salesforce.com/sfc/p/000000000062/a/30000000TwBg/oY6nj5H8L_c0djY2t01Q5s39DqCk82b5lLKTOl9Aeuc) and [_User Guide_](https://org62.my.salesforce.com/sfc/p/000000000062/a/30000000TwBb/4P94FDKJU8TLPlV9UwgNyhFIeRb8cjoHnsneKTbtk9Q). ## First, enable Files Connect, and let users access related external data sources - [Enable Salesforce Files Connect for Your Organization](https://help.salesforce.com/s/articleView?id=experience.admin_files_connect_enable.htm&release=264.0.0&type=5 "Let users search and share files from external systems like Google Drive and SharePoint."). - [Let Users and Administrators Access Files Connect Data Sources](https://help.salesforce.com/s/articleView?id=experience.admin_files_connect_perm.htm&release=264.0.0&type=5 "After you enable Files Connect, give users and administrators permission to access specific external data sources from Salesforce."). ## For cloud-based data sources, create an authentication provider, and then define the source If you use Google Drive: - [Create an Authentication Provider for Google Drive](https://help.salesforce.com/s/articleView?id=experience.admin_files_connect_google_auth.htm&release=264.0.0&type=5 "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](https://help.salesforce.com/s/articleView?id=experience.admin_files_connect_google_xds.htm&release=264.0.0&type=5 "Let Chatter users access their Google Drive content from the Files tab, feed posts, and search. Salesforce supports Google documents, spreadsheets, presentations, and drawings."). If you use Quip: - [Set Up Salesforce Anywhere Advanced](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_turn_on.htm&type=5&language=en_US). If you use Microsoft’s cloud systems: - [Create an Authentication Provider for SharePoint Online or OneDrive for Business Using Azure Portal](https://help.salesforce.com/s/articleView?id=experience.admin_files_connect_sp_online_auth.htm&release=264.0.0&type=5 "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](https://help.salesforce.com/s/articleView?id=experience.admin_files_connect_sp_online_xds.htm&release=264.0.0&type=5 "With Files Connect and Chatter, Salesforce can access content from Microsoft’s cloud-based systems."). If you use Box: - [Create an Authentication Provider for Box](https://help.salesforce.com/s/articleView?id=experience.admin_files_connect_box_auth.htm&release=264.0.0&type=5 "To use Box as an external data source, first create an authentication provider for it in Salesforce."). - [Define an External Data Source for Box](https://help.salesforce.com/s/articleView?id=experience.admin_files_connect_box_xds.htm&release=264.0.0&type=5 "Let users access their Box content from Files home, feed posts, and search."). ## Include the external data in global search To let users access external data in global Salesforce searches, you’ll need to [create an external object and give users access to its fields](https://help.salesforce.com/s/articleView?id=experience.admin_files_connect_search.htm&release=264.0.0&type=5 "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."). This is an optional step, but highly recommended to best integrate external data with Salesforce. ## For per-user data sources, have users authenticate in Salesforce If you specified per-user authentication for a data source and exposed it through profiles or permission sets, ask authorized users to [provide their data source credentials](https://help.salesforce.com/HTViewHelpDoc?id=collab_files_connect_cred.htm&language=en_US). ## Start accessing, sharing, and searching external files! Now users can [access and share external files](https://help.salesforce.com/HTViewHelpDoc?id=collab_files_connect_share.htm&language=en_US) via the Files tab and feed, and [search for them](https://help.salesforce.com/HTViewHelpDoc?id=collab_files_connect_search.htm&language=en_US) right alongside their Salesforce content.