1. From Setup, enter Permission Sets in the QuickFind box, then select Permission Sets or enterProfiles in the Quick Find box, then selectProfiles.
2. Create a permission set or profile, or click an existing one. If you use a permission set, User License must be set to the default option,“None.”
3. For a permission set, click System Permissions, then clickEdit.For a profile, click Edit, and scroll down to the AdministrativePermissions section.
4. To access cloud-based data sources, select Files Connect Cloud, and then click Save.
5. For a permission set, click Manage Assignments in the toolbar at the top of the page. Then click Add Assignments, select users for the permission set, and click Assign.Important Include any administrators who need to configure external datasources.
6. If you haven’t already, define the external data sources for your organization:Define an External Data Source for SharePoint Online or OneDrive for BusinessDefine an External Data Source for Google DriveDefine an External Data Source for BoxDefine an External Data Source for QuipNote If you select an identity type of Named Principal for the data source,skip the following steps. But if you select Per User, read on.
7. Define an External Data Source for SharePoint Online or OneDrive for Business
8. Define an External Data Source for Google Drive
9. Define an External Data Source for Box
10. Define an External Data Source for Quip
11. In Setup, return to the detail page for the permission set or profile. Then do either of the following:For a permission set, in the Apps section, click External Data Source Access.For a profile, go to the Enabled External Data Source Access related list.
12. For a permission set, in the Apps section, click External Data Source Access.
13. For a profile, go to the Enabled External Data Source Access related list.
14. Click Edit, add specific data sources to the Enabled External Data Sources list, and click Save.(Users enter their credentials when they first access external data sources, or fromtheir personal settings on the Authenticated Settings for External Systems page.)