When you connect to a Files Connect external data system for the first time, you can set up your authentication in just a few clicks.
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 |
| User Permissions Needed | |
|---|---|
| To access cloud-based data sources like SharePoint Online: | Files Connect Cloud |
If you haven’t set up your authentication to an external data system in My Settings, you’re prompted to authenticate the first time you try to access an external system in Salesforce. Click the link or button to complete most of the authentication automatically.
- If you are connecting to Box, Google Drive, SharePoint Online, or OneDrive for Business: Select OAuth 2.0 as the authentication protocol.
- When you see a message requesting permission for Salesforce to access information from your external system, click Allow.
- After the authentication process has finished, you are redirected to Salesforce.