What is Salesforce Files Connect for Google Drive?
Salesforce Files Connect for Google Drive allows specified users to add Google Drive files to the Files section or a Lightning Page component of any record. The Salesforce Files tab will show Google Drive as a Connected Source. A custom tab called Google Drive can be created. This tab can have list views like any other tab.
How do I set up Files Connect for Google Drive?
Setting up Files Connect for Google Drive requires administrative access to both Salesforce and the Google Cloud Platform console (the same admin login as Google Workspace). It’s best that the same username is used for logging into both. This may mean temporarily making a Google Workspace admin a Salesforce System Administrator or visa versa.
What is Salesforce customer 360?
Welcome to Salesforce Customer 360, One Integrated CRM Platform for uniting Marketing, Sales, Commerce, Service, and I.T. Departments. Watch stories filled with thought leadership, inspiration, and insights from business leaders and our greater community. Join our ten-part series to hear top CEOs share their stories with host Monica Langley.
How to create an external data source in Salesforce?
This step is to develop an external data source in Salesforce. You need to go to Setup->Build->Develop->External Data Source Then click on New External Data Source. You may use any name or label that you like but it will be easier if you could use similar names to the authentication provider and other apps.
How do I link my Salesforce to Google Docs?
Add a Google Doc to a Salesforce CRM Content LibraryOn the Libraries tab or on a library detail page, click Add Google Doc. Log in to Google Apps if prompted.Enter the Google Doc URL.Click Contribute.Enter a title and select a library. ... Click Publish.
How do I integrate Salesforce with Google Drive using REST API?
Create App in Google ConsoleSelect a project. ... Select ENABLED APIS AND SERVICES.Choose the needed API. ... Go to OAuth consent screen. ... Create credentials, choose for that OAuth client ID.Credentials are needed to connect our Google project with Salesforce.Select Web Application, add some Name, leave other fields blank.More items...•
Does Salesforce work with Google?
Salesforce and Google have a kind of tradition this time every year. It began in 2017, when we first announced our strategic technology partnership, bringing together two of the world's most innovative companies. Then last fall, we deepened our relationship with brand-new customer benefits.
What is drive it in Salesforce?
It allows users to spend more time building relationships with customers instead of wasting time on manual tasks. It allows team collaboration in the context of the customer by attaching Sheets, Docs and Slides to an opportunity, account or customer contact in Salesforce.
Is Google Drive API free?
All use of the Drive API is available at no additional cost.
Is there an API for Google Drive?
The Google Drive API allows you to create apps that leverage Google Drive cloud storage. You can develop applications that integrate with Google Drive, and create robust functionality in your application using Google Drive API.
Does Salesforce run on Google Cloud?
As part of the agreement, Salesforce has named Google Cloud as a preferred public cloud provider to support our rapidly growing global customer base. We plan to use Google Cloud Platform for our core services as part our international infrastructure expansion.
Does Salesforce use Gsuite?
Today, Salesforce's more than 40,000 employees use Google Workspace app for email, video and team chat, documents, presentations, spreadsheets, and more.
What cloud provider does Salesforce use?
Salesforce already relies on AWS as its primary public cloud provider and AWS also uses Salesforce as its CRM platform.
What is Salesforce files Connect?
With Files Connect, Salesforce users can access, share, and search external data from systems like Quip, Google Drive, SharePoint, or Box. The Files Connect Setup Process. The setup process for Files Connect varies by external data source.
How do I use file connect?
0:4210:57Files Connect for SharePoint Online - setup guide (new method) - Winter'17YouTubeStart of suggested clipEnd of suggested clipSearch for the files connect node. And make sure that first connect is enabled. Then you need toMoreSearch for the files connect node. And make sure that first connect is enabled. Then you need to create a permission set.
What is an S drive?
The S: drive is part of the central windows file store and enables groups of users to access and share files necessary for their work. Note that only data will be stored on the S: drive, departmental software cannot be stored.
Is Google better than Salesforce?
Google is most highly rated for Culture and Salesforce is most highly rated for Compensation and benefits....Overall Rating.Overall Rating4.34.3Compensation and benefits4.14.3Job security and advancement3.73.9Management3.93.9Culture4.24.21 more row
Does Amazon use Salesforce?
Through this expanded partnership, Salesforce has chosen Amazon Connect as its preferred contact center technology and will resell Amazon Connect as part of its new upcoming offering, Service Cloud Voice, making it easy for organizations to deliver better customer service at a lower cost.
Does Apple use Salesforce?
Salesforce has been working exclusively with Apple since last year to maximize the Salesforce experience on Apple. Apple helps Salesforce develop and optimize its apps.
Does Microsoft use Salesforce?
Microsoft Partners with Salesforce to Deliver Microsoft Teams Integration for Sales and Service. Addressing customer demands, giving teams a shared view of every customer, and making collaboration and meetings between teams easier is the goal with our collaboration with Salesforce.
Salesforce Files Connect Setup
In Salesforce Setup, search on the words files connect. Click on the Files Connect result.
Salesforce Permission Set Setup
In Salesforce Setup, search on the word permission. Click Permission Sets.
Salesforce Auth. Providers Setup
In Setup, search on the word auth. Click on the Auth. Providers result.
Google Cloud Platform Setup
In Google Cloud Platform, click on Select a project (or an existing project name) and then click New Project.
Salesforce External Data Source Setup
In Setup, search on the words external data. Click External Data Sources.
Salesforce External Object Setup
In the External Data Source for Google Drive, click on the Validate and Sync button. This will synchronize the Google Drive schema to Salesforce. Don’t worry, it will not synchronize files into Salesforce.
Features
Drive Connect is here to make sure your users get the most out of Salesforce and Google Drive, while optimizing the time spent on both platforms.
Salesforce Components
As we go through the functionality, it might seem that there are a lot of components in the backend.
Link and Upload
At each record’s level, these are the main actions which users will be expected to take to relate existing Documents and Folders to the actual Salesforce record. The Files and Folders uploaded are saved back to Salesforce as Content Version records – at no point is any of your data stored outside Salesforce or Google Drive.
Use Cases
Surely by now, you have quite a few potential use cases in mind relating to the Sales teams – anything from Quotes, to Contracts, to PPTs – but let’s touch on how Drive Connect can be used for other teams and even Customers or Partners.
Impact
After exploring the features that Drive Connect offers, the positive impact for your Salesforce org becomes obvious.
Setup
Similar to other managed packages that passed the Salesforce security review, Drive Connect can be installed either in a sandbox or a production environment from their AppExchange listing .
Support
Even though comprehensive documentation can be found within the DriveConnect HelpCenter, in the eventuality that you require extra support, a request can be submitted directly from your Salesforce Org – from the Contact Support button at the bottom of the Drive Connect Setup page within the Drive Connect Lightning App.
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Highlights
Features
Salesforce Components
Link and Upload
Use Cases
Impact
Setup
Support
Pricing
Summary
- All in all, Drive Connect is one of those managed packages that makes you wonder why you haven’t heard about them sooner. If your org is using Google Drive, this app will ensure users can make better use of their time (no more moving files between Salesforce and Google Drive), while admins can enjoy automating their experience using Salesforce nati...