Set Up Salesforce Connect to Access Data in Another Org with theCross-Org Adapter
- Let users authenticate to the external system.Grant users access toauthentication settings for the external data source throughpermission sets or profiles.
- Set up each user’s authentication settings.You or your users can performthis task.Tip Train your users on how to set up their authentication settings for external systems. Make sure that they know which credentials to enter for the provider org. If you’re using OAuth 2.0, the OAuth flow displays the Salesforce login page twice: first to log in to the provider org to obtain an access token, and then to log back in to the subscriber org. Test the OAuth flow for potentially confusing prompts or redirects, and train your users as needed. OAuth flows vary, depending on your external system, authentication provider, and specified scopes.