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 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.
How do I sign in to my Salesforce account?
From the dropdown menu, choose the Salesforce environment you want to sign in to. Click Authorize. Sign in with your Salesforce username and password. You can copy data from Salesforce to a Google spreadsheet.
How to add data connector to Google Sheets?
How to refresh Google Sheets?
Can you edit Google Sheets in Salesforce?
About this website
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 does Google integrate with Salesforce?
Steps to Set up Salesforce Google Drive IntegrationStep 1: Enabling Salesforce Files Connect for the Salesforce Instance.Step 2: Setting Up User Access Permissions.Step 3: Creating an Auth Provider.Step 4: Configuration of Google Drive.Step 5: Reconfiguration of Auth Provider.Step 6: Creation of External Data Source.More items...•
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 Google works on Salesforce?
You can now seamlessly integrate Google Drive files with your Salesforce using connectors. Salesforce Files Connect, as the name suggests, lets you access documents stored in Google Drive from within Salesforce.
How do I connect Gsuite to Salesforce?
2:053:09G Suite Integrations with Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFrom Gmail open up the calendar add-on. Then the customer meeting itself and you'll see that theMoreFrom Gmail open up the calendar add-on. Then the customer meeting itself and you'll see that the lightning for gmail extension appears.
Can you integrate Salesforce and Gmail?
Note The Gmail integration is also available for Salesforce Classic users. See Gmail Integration. Gmail to Salesforce lets you log emails automatically. It also lets you log chats you send from your Mails account as activities on leads, contacts, opportunities, and other records that support activity history.
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.
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.
Is Salesforce hosted on Google?
Google Cloud is a preferred cloud provider for Salesforce. We use Google Cloud to increase the global scale of our services and deliver native integration between our cloud platforms. This happens in the background and is transparent to you.
Does Salesforce integrate with Google workspace?
Salesforce Connector for G Suite - Google Workspace Marketplace. Integrate your Gmail, Google Calendar and Salesforce.com CRM in one easy step with virtually nothing to install. Now with full mobile support for the Gmail app on iOS and Android!
How to Import Excel and Google Sheets to Salesforce
Importing data from Google Sheets to Salesforce can increase your productivity by using client information that you have already gathered. You can also easily make changes to Salesforce from Google sheets or import data from Salesforce to your sheet.
Importing Data to Salesforce: Tips and Best Practice Guide
Tips and best practice guide for importing data to salesforce or improving existing data quality. With downloadable spreadsheet for Accounts and Contacts.
REST for the Traveling Salesman: Using Google Data on Salesforce.com ...
Lane LiaBraaten, Google Developer Programs November 2007 Introduction. Salesforce.com and Google host popular "Software as a Service" applications and both organizations provide APIs that allow developers to access the large stores of data that power these applications-and things start to get interesting when we combine both sets of APIs.
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.
How to add data connector to Google Sheets?
Step 1: Download add-on. Open a sheet in Google Sheets. At the top, click Add-ons Get add-ons. In the top right search bar, search for "Data connector for Salesforce". Next to the add-on, click Add .
How to refresh Google Sheets?
Open a sheet in Google Sheets. At the top, click Add-ons Data connector for Salesforce Open. At the right, click Refresh. To create an automatic refresh schedule, click Create Chose a time interval (4, 8, or 24 hours) from the dropdown Create. To manually refresh data once, click Refresh. Delete data.
Can you edit Google Sheets in Salesforce?
You can edit data in your Google spreadsheet and transfer the changes to Salesforce. Open a sheet in Google Sheets. At the top, click Add-ons Data connector for Salesforce Open.
How to add data connector to Google Sheets?
Step 1: Download add-on. Open a sheet in Google Sheets. At the top, click Add-ons Get add-ons. In the top right search bar, search for "Data connector for Salesforce". Next to the add-on, click Add .
How to refresh Google Sheets?
Open a sheet in Google Sheets. At the top, click Add-ons Data connector for Salesforce Open. At the right, click Refresh. To create an automatic refresh schedule, click Create Chose a time interval (4, 8, or 24 hours) from the dropdown Create. To manually refresh data once, click Refresh. Delete data.
Can you edit Google Sheets in Salesforce?
You can edit data in your Google spreadsheet and transfer the changes to Salesforce. Open a sheet in Google Sheets. At the top, click Add-ons Data connector for Salesforce Open.
