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Full External Data Source entry
How-to guide

How to set up an External Data Source

You define an External Data Source in Setup, then validate and sync it to generate external objects. These steps assume an OData source, which is the most common starting point.

By Dipojjal Chakrabarti · Founder & Editor, Salesforce DictionaryLast updated Jun 16, 2026

You define an External Data Source in Setup, then validate and sync it to generate external objects. These steps assume an OData source, which is the most common starting point.

  1. Open External Data Sources in Setup

    From Setup, enter External Data Sources in Quick Find and select it. Click New External Data Source to start a fresh record.

  2. Pick the adapter type

    Set Type to the adapter that matches the source, such as Salesforce Connect: OData 4.01 for a modern OData producer or a cross-org or custom Apex option for other systems.

  3. Enter the endpoint and identity

    Provide the URL of the source. Set Identity Type to Anonymous, Named Principal, or Per User, and choose the authentication protocol, ideally pointing at a Named Credential for OAuth.

  4. Validate and sync

    Save, then click Validate and Sync. Select the tables you want, and confirm to create the matching external objects with the __x suffix in your org.

Type (adapter)remember

The protocol Salesforce uses: OData 2.0 / 4.0 / 4.01, cross-org, custom Apex, or a packaged adapter like DynamoDB or SQL.

Identity Typeremember

Whose credentials are used: Anonymous (none), Named Principal (one shared set), or Per User (each user manages their own).

High Data Volumeremember

Bypasses most callout rate limits for high-traffic sources, with some behavior tradeoffs you should review first.

Gotchas
  • Re-run sync after the source schema changes, or your external objects drift out of date.
  • Per User identity means every user must authenticate before their external data shows up; plan the support overhead.
  • External objects are only as available as the source; a source outage breaks reports and pages built on them.

See the full External Data Source entry

External Data Source includes the definition, worked example, deep dive, related terms, and a quiz.