Enable Salesforce Files Connect for Your Organization
- From Setup, enter Files Connect in the QuickFind box, and then select Files Connect.
- Click Edit, and then select Enable FilesConnect.
- For File Sharing, select one of the following:Copy — stores a copy of external files in Salesforce. If files are shared with a Chatter group, all group members can access the files, even if they lack access to the external system.Reference — points to external files stored outside Salesforce. No file previews are available, and file downloads require user access to the external system. (Users must enter credentials for the system in the Authentication Settings for External Systems section of personal setup).Tip Choose Copy mode if your organization shares files with externalcustomers or partners. Choose Reference mode to reflect access restrictions from theexternal system in Salesforce.
- Copy — stores a copy of external files in Salesforce. If files are shared with a Chatter group, all group members can access the files, even if they lack access to the external system.
- Reference — points to external files stored outside Salesforce. No file previews are available, and file downloads require user access to the external system. (Users must enter credentials for the system in the Authentication Settings for External Systems section of personal setup).