Salesforce setup

Do this once per org. It assumes you have already assigned the base permission sets in Install and permission sets.

The Azure Blob Storage credential is set up automatically when you click Connect, so there is nothing to edit in Setup. The only Salesforce-side work is a permission grant.

Grant the Azure Blob Storage principal on a permission set

1. Setup → Permission Sets. Open (or create) a permission set you control for storage users.
2. Add External Credential Principal Access for the Azure Blob Storage principal (sliick__Azure_Blob-Default).
3. Assign that permission set to anyone who will upload, download, or delete Azure-backed files, admins included.

The credential Sliick creates at connect is not covered by a packaged permission set, so the grant lives on a permission set you manage. Without it, the Connection Test and file downloads fail with a “couldn’t access the credential” error.

Next: Connect in Sliick Settings.