How Salesforce and Google Drive work together?
This is where Salesforce comes into existence and can be used to upload the data to the organization’s Google Drive without requiring the Google Drive credentials. Real-time synchronization: Any changes made to a file can be reflected to both the platforms without any delay. It is a two-way synchronization.
What is Google Drive credentials in Salesforce?
The credentials of the organization’s Google Drive repository can be shared with everyone. It is where Salesforce comes into existence and can be used to upload the pictures to the organization’s Google Drive without requiring the Google Drive credentials. Let’s talk about another example.
How do I connect Google Sheets to Salesforce?
If you haven’t yet, open a sheet in Google Sheets. At the top, click Extensions Data connector for Salesforce Login to Salesforce. Click Continue. Click Allow. From the dropdown menu, choose the Salesforce environment you want to sign in to. Click Authorize. Sign in with your Salesforce username and password.
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.
Can you integrate Google Drive with Salesforce?
Now you can access data from Google Drive in Salesforce. You cannot upload files directly from Salesforce to Google Drive using files connect. You can only access and download it.
How do I add Google Drive to Salesforce?
Add a Google Doc to a Salesforce RecordOpen a case, opportunity, or other record.On the Google Docs, Notes, & Attachments related list or the Google Docs & Attachments related list, click Add Google Doc.Enter the name of the Google doc.Enter the Google doc URL.Click Save.
How do I link Salesforce files to Google Drive?
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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...•
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.
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.
How do I put Google Drive files on my iPhone?
How to download from Google Drive to iPhone and iPadGet Documents for free & launch the app.Tap the + button at the bottom right corner, then tap on the Add Connection icon.Select Google Drive from the available options.Follow the instructions to Sign In with your credentials.More items...
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.
Is Google Drive a database?
Google Sheets is a very advanced form of a spreadsheet, with many out-of-the-box capabilities. Since it is a cloud-based app, you can also use them as a database for your small application or websites.
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.
What is Salesforce integration with Google Drive?
Salesforce to Google Drive Integration extends the power of G Drive to your CRM. It enables real-time synchronization and complex business process optimization. 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. Salesforce to G Drive integration is the need of various industries as Salesforce analyzes data and generates reports.
Is Google Drive secure for Salesforce?
High data security: Google Drive integration with Salesforce is highly secured and provides multi-level security to your data.
Can you use Google Drive with Salesforce?
Salesforce Google Drive integration with Salesforce can be used for various purposes by different industries. Let’s talk about some common use-cases of Google Drive integration with Salesforce. This Integration can be used for sharing photographs of events held within an organization. It is a common phrase after an event – “ Where are the photos? ” It is challenging to store pictures captured by different people in a single place. The credentials of the organization’s Google Drive repository can be shared with everyone. It is where Salesforce comes into existence and can be used to upload the pictures to the organization’s Google Drive without requiring the Google Drive credentials.
Highlights
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. However, Drive Connect is actually one of the smallest (number of components wise) managed packages I’ve seen, containing just the necessary powerful components to help both admins and users save time when dealing with documents in their day-to-day lives.
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. What this app does best is ensure that you’re getting the most out of your Salesforce experience – Google Drive information is included exactly where the Sales, Support, or perhaps even Marketing teams are spending most of their time.
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. The overall setup has four main steps: 1. Installing the Salesforce managed package. 2. Installing the Marketplace Appin your Google Workspace. 3. Assigning permissions in both Salesforce and Go…
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 buttonat the bottom of the Drive Connect Setup page within the Drive Connect Lightning App.
Pricing
- When it comes to pricing, Drive Connect has adopted the most simple and transparent way there is to purchase licenses directly in-app. There is no need to discuss with a dedicated Sales team, and getting extra licenses for your users is as easy as getting a Netflix subscription. At $16 per user per month, the entire functionality is included – there are no hidden costs, there’s no credit …
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 native declarative tools. Test ou…