To activate or deactivate the Add Google Docs to Salesforce service:
- In Salesforce Classic Setup, enter Google Apps Settings in the Quick Find box, then select Google Apps Settings.
- Click Edit next to the Add Google Docs to Salesforce option in the Activate Google Apps Services list.
- Select Activate.
- Read and indicate whether you agree to the Terms of Use.
- Click Save.
- In Salesforce Classic Setup, enter Google Apps Settings in the Quick Find box, then select Google Apps Settings.
- Click Edit next to the Add Google Docs to Salesforce option in the Activate Google Apps Services list.
- Select Activate .
How do I enable Google Docs in Salesforce?
If your organization has a Google Apps account, Salesforce administrators can enable Google Docs, Gmail, and a host of Google-related AppExchange apps—customized for use within Salesforce. Create a Google Apps account for your organization using one of the following methods:
How to add Gmail to Salesforce?
To Add Gmail to Salesforce.com button follow the steps given below. Go to Setup=>Email Administration=>Email to Salesforce. Click on Email to Salesforce link. Now a new window will be displayed where we have to activate Email to Salesforce. Click on Save Button.
How to integrate Google with Salesforce?
In Salesforce.com, Google Adwords, Google Docs to Salesforce.com, Google Docs Tab, Gmail to Salesforce.com, Gmail Buttons and link, Google Talk Sidebar Components can be added by administrator simply by activating these features in Salesforce.com. Google Integration with Salesforce.com service and features are designed for business users.
How do I set up Google Apps in Salesforce?
On the Google Apps Settings page in Salesforce, click Edit. Choose a user for the Google Apps Administrative Contact field. This person is the point of contact for Google Apps users in your organization; specifically, if a user cannot access a Google Apps service, he or she is directed to contact the Google Apps Administrative Contact.
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.
Does Google Docs integrate with Salesforce?
Google Docs + Salesforce Integrations Zapier lets you send info between Google Docs and Salesforce automatically—no code required. Triggers when a new document is added (inside any folder). automatically do this! Adds an existing contact to an existing campaign.
Can Google Docs can be added to Salesforce CRM content?
With Google Docs™, you can create and share on-demand documents, presentations, and spreadsheets (Google docs) and see your changes in real time as you collaborate with other users. Associating your Google docs with Salesforce CRM Content allows you to access all types of content from a single, fully-indexed location.
How do I enable an add-on in Google Docs?
Google Docs, Sheets, & SlidesOn your computer, open a document, spreadsheet, or presentation.Click Extensions Add-ons. Manage add-ons.Next to the add-on, click Options. Use in this document to turn the add-on on or off.
How do I add Google Drive to Salesforce?
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...
How do I link a Google Sheet to Salesforce?
Import dataOpen a sheet in Google Sheets.At the top, click Extensions Data connector for Salesforce. Open.At the right, choose an option: Reports: Bring in an existing Salesforce report into your spreadsheet. ... Type your source report, object, field or filter into the search bar. ... Click Get data or Done.
How do I enable content files in Salesforce?
How to enable Salesforce CRM Content in SalesforceGo to Customize | Salesforce CRM Content | Settings and select Enable “Salesforce CRM Content”On the right side, click Edit, then select “Enable Salesforce CRM Content”:Go to users.More items...
How do I enable libraries in Salesforce?
To enable libraries, contact your admin or see Set Up Salesforce CRM Content." After an administrator has Set Up Salesforce CRM Content for your org, they should also verify that affected users are assigned content licenses and are members of desired libraries in Classic.
How do I give access to a file in Salesforce?
On the file preview page or from the file actions list, select Share. Expand Who Can Access. Change file permissions for people and groups using the menu, or click the X next to a person or record to stop sharing the file.
Can't see add-ons Google Docs?
Click Features and Applications. Click Add-Ons. Check the Allow users to install Google Docs add-ons from add-ons store box. Click Save.
Why are my Google add-ons not working?
If your Google Add-ons are not working as expected or if you are unable to install Google Docs add-ons from the Chrome store, it is likely that your Google Apps admin has disabled the setting that allows domain users to use add-ons.
What is Google Docs add-ons?
What you can do. Here are a few things you can do with an add-on that extends Google Docs: You can read, edit, visualize, and format text in Google Docs using the built-in Apps Script Document service. The service also lets you create and modify tables, images, drawings, and equations appearing in Google Docs.