External Objects:

Add an External Data Source

When you create an external data source, you can connect to another Salesforce org or a third-party database or content system. After you create the external data source, you can create an external object and add the external data source to the permission set.

Available in: both Salesforce Classic and Lightning Experience

User Permissions Needed
To create an external data source:	Customize Application
To create an external object:	Customize Application
To add the external data source to the permission set:	Customize Application

1. From Setup, enter External Data Sources in the Quick Find box, and select External Data Sources.
2. Click New External Data Source.
3. Complete the following fields, and click Save:
   1. Under External Data Source, enter a label and press Tab.
   2. Under Type, select Files Connect: Quip.
   3. Under Identity Type, select Per User or Named Principal, depending on your org or admin requirement.
   4. Under Authentication Protocol, select OAuth 2.0.
   5. Under Authentication Provider, click the Search icon and choose the Auth provider that you created earlier.
   6. Select Start Authentication Flow on Save.
   
4. On the permissions page that appears, click Allow to give the Connector offline access.
   The Administration Authentication Status on the External Data Source page changes from Pending to Authenticated.
5. Create the external object.
   1. On the External Data Source page that you created, click Validate and Sync.
   1. Select the checkbox next to the item in the table, and click Sync.
6. Add the external data source to the permission set.
   1. From Setup, enter Permission Sets in the Quick Find box, and select Permission Sets.
   2. Click the permission set that you created, click External Data Source Access, and click edit.
   3. Select the external data source from the Available External Data Sources field, add it to the Enabled External Data Sources field, and click Save.