---
schema_version: "1"
id: 20cc6c250a7d88ed8fc1e2ddb22b97220a10863a4a202c8a8f87cf46a5714bb9
title: Connect with Salesforce Files
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/concept_connect_sffiles.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.concept_connect_sffiles.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 71cfd744ddbcf5572a835b9bc8fe17efe4816cbb82b096ce83cf9316d7de5d1d
description: Connect with Salesforce Files so that your sales reps can explore the documents in Salesforce Files, including the files in Chatter feeds and comments, records, and libraries. Discover more connections and build a network of people and companies by exploring documents in Salesforce Files. View the notes captured by interaction summaries and expand the scope of your relationship recommendations.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Connect with Salesforce Files

Connect with Salesforce Files so that your sales reps can explore the documents in Salesforce Files, including the files in Chatter feeds and comments, records, and libraries. Discover more connections and build a network of people and companies by exploring documents in Salesforce Files. View the notes captured by interaction summaries and expand the scope of your relationship recommendations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Unlimited</strong> Edition with Einstein Relationship Insights Basic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in:&nbsp;<strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, and <strong>Unlimited</strong>&nbsp;Editions</td></tr></tbody></table>

1. **[Create a Certificate and a Private Key](https://help.salesforce.com/s/articleView?id=ind.task_create_a_certificate_and_private_key.htm&release=264.0.0&type=5)**  
    Before you integrate Einstein Relationship Insights with Salesforce Files, create a certificate and a private key.
2. **[Create a Connected App](https://help.salesforce.com/s/articleView?id=ind.task_create_connected_app.htm&release=264.0.0&type=5)**  
    Create a connected app to request access to Salesforce Files data for Einstein Relationship Insights.
3. **[Integration User for Salesforce Files](https://help.salesforce.com/s/articleView?id=ind.create_sf_user.htm&release=264.0.0&type=5)**  
    Create an integration user that searches for documents on Salesforce Files and syncs Salesforce Files with the Einstein Relationship Insights-enabled org.
4. **[Create a Salesforce Permission Set](https://help.salesforce.com/s/articleView?id=ind.task_create_a_sf_perm_set.htm&release=264.0.0&type=5)**  
    After you create a user account for the integration user, create a permission set to give the user permissions to query the files in the Salesforce org. Then, in orgs where Salesforce Files is enabled, use the permission set to give the integration user permissions to list and download files. Assign the permission set to the integration user and the connected app.
5. **[Assign Salesforce Files as a Connected Content Source](https://help.salesforce.com/s/articleView?id=ind.task_enable_sffiles_as_connected_content_source.htm&release=264.0.0&type=5)**  
    For your sales reps to explore documents by using Salesforce Files, assign Salesforce Files as a content source.
6. **[Connect With Salesforce Files Connected App](https://help.salesforce.com/s/articleView?id=ind.task_connect_with_salesforce_files.htm&release=264.0.0&type=5)**  
    Connect with the Salesforce admin account that has access to Salesforce Files.

#### See Also

- [Interaction Summaries](https://developer.salesforce.com/docs/atlas.en-us.242.0.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_interaction_summaries.htm)