Access Custom Fields from External Data Sources

Files Connect could previously access only standard fields from external data sources. But in Summer ‘15, you can add any custom fields and display them in unique search layouts.

User Permissions Needed
To create an external object and provide access to its fields: “Customize Application”

Give Users Access to Custom Fields

  1. From Setup, click Manage Users | Permission Sets or Manage Users | Profiles.
  2. Click a permission set or profile in which you enabled Files Connect.
  3. In the Apps section, click Object Settings.
  4. Click the name of the external object.
  5. Click Edit, and enable Read permissions for all fields you want to reveal in Salesforce.
  6. Click Save.

Choose the Layout for Global Search Results

By default, Files Connect external objects use the standard search results layout for Chatter and the Files tab. If you want to display customized search layouts for these objects, complete the quick steps below.

  1. From Setup, click Customize | Salesforce Files | Settings | Files Connect.
  2. Select Use External Object Search Layout.