Slaesforce FAQ

does salesforce interact with google drive

by Tod Crooks Published 2 years ago Updated 2 years ago
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Google Drive + Salesforce Integrations
Zapier lets you send info between Google Drive and Salesforce automatically—no code required. Triggers when any new file is added (inside of any folder). automatically do this!

Full Answer

Can I use Google Drive with Salesforce?

Any access to the record or file in Salesforce will require authorization to the file in Google Drive. The Custom Properties of Google Drive can be easily incorporated into Search, SOQL, and SOSL Queries, so combined searches can query both Google Drive and Salesforce at the same time from any device.

What is Files Connect in Salesforce?

Files connect is an application which enables users to gain access to all relevant documents and data that is stored in Google Drive on Salesforce platform, for example, a specification document that is stored in Google Drive can be linked to customer or lead stored in Salesforce.

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.

When will Google Analytics 360 be available?

Does Salesforce have a single send feature?

Is Google Analytics 360 integrated with Salesforce?

About this website

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Does Salesforce integrate 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.

How do I link Salesforce files to Google Drive?

Steps for Integrating Salesforce and Google DriveStep 1: Enabling Salesforce Files Connect. ... Step 2: User Access Permissions for Files Connect. ... Step 3: Creating an Auth Provider. ... Step 4: Configuration in Google Drive. ... Step 5: Reconfiguring Auth Provider. ... Step 6: Creating External Data Source.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.

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 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.

What is Salesforce Connect?

Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that's stored outside your Salesforce org. For example, perhaps you have data that's stored on premises in an enterprise resource planning (ERP) system.

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 Google Cloud have Salesforce?

"Improving our overall information and data management is a key initiative at Salesforce," says Vidur. "Google Cloud enables our development teams to work reliably in the public cloud in every region and at the scale, speed, and flexibility they need to deliver better customer experiences globally."

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.

How does Salesforce integrate with Google Maps?

Before making callout to google web services, we need to create authorization key.Goto https://console.developers.google.com.Click on top left side of window to create project (Click, blue tick is). ... Enter Project Information, and Create Project.Click "Enable APIs and Services".Enable this Api.More items...•

How do I use Google API in lightning component?

Create user in Google ConsoleCreate project in Google Console.Select API and enable it for use.Authorize domain in OAuth Consent Screen. Use Lightning url of your org without https. ... We need to set redirect url which will be lighting component url for authenticating and getting access token.

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.

A Google Drive integration the way it should be

View Google Drive data in Salesforce in just minutes. Glances is a new way to do integrations with a true no-code approach; no data syncing or scheduling jobs.

View Salesforce data in Google Drive

Glances also works going the other direction. In fact, it will work in any application you use. Glances will find matches in Google Drive or Salesforce based on whatever you are looking at.

Two great apps, even greater together

Google Drive allows users to store files on their servers, synchronize files across devices, and share files. It encompasses Google Docs, Google Sheets, and Google Slides, which are a part of the Google Docs office suite that permits collaborative editing of documents, spreadsheets, presentations, drawings, forms, and more.

When will Google Analytics 360 be available?

Beginning in 2020, customers in those countries (in addition to the U.S. and Canada) will be able to purchase Google Analytics 360, including the native integration with Marketing Cloud, Sales Cloud, Tag Manager 360, and Optimize 360, and associated support services, directly from Salesforce.

Does Salesforce have a single send feature?

Salesforce Marketing Cloud will release the new Single Sends feature for Journey Builder in January, enabling marketers to quickly create and execute high volume one-off email sends in a single unified app. All Single Sends will seamlessly include measures from Analytics 360, such as conversions and revenue. Marketers will also be able to better match consumers across email and their websites at scale with automatic link tagging.

Is Google Analytics 360 integrated with Salesforce?

With hundreds of customers now adopting our integration between Google Analytics 360 and Salesforce Marketing Cloud , we are delivering new capabilities to improve how customers drive more personalized marketing campaigns and analyze their impact on consumer engagement.

When will Google Analytics 360 be available?

Beginning in 2020, customers in those countries (in addition to the U.S. and Canada) will be able to purchase Google Analytics 360, including the native integration with Marketing Cloud, Sales Cloud, Tag Manager 360, and Optimize 360, and associated support services, directly from Salesforce.

Does Salesforce have a single send feature?

Salesforce Marketing Cloud will release the new Single Sends feature for Journey Builder in January, enabling marketers to quickly create and execute high volume one-off email sends in a single unified app. All Single Sends will seamlessly include measures from Analytics 360, such as conversions and revenue. Marketers will also be able to better match consumers across email and their websites at scale with automatic link tagging.

Is Google Analytics 360 integrated with Salesforce?

With hundreds of customers now adopting our integration between Google Analytics 360 and Salesforce Marketing Cloud , we are delivering new capabilities to improve how customers drive more personalized marketing campaigns and analyze their impact on consumer engagement.

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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...
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