If you click “Add Google Drive,” you will be forwarded to authorize cloudHQ to access your account: Select what you’d like to sync, then click “Next”: Select the Google Drive folder you want to sync with Salesforce or click “Create folder” for a new one:
- Open 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.
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.
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 connect to Google workspace using external data sources?
After logging into your Google Workspace account, you will be returned to External Data Sources and will see your Google Workspace username in the Administration Authentication Status field. Go back to the Files Connect permission set and add the External Data Source you created earlier to the right-hand Enabled External Data Sources column.
How do I upload from Google Drive to Salesforce?
Link Google Drive files to a Salesforce recordNavigate to the record to where you want to connect a Google Drive file.Select New.Select File Link.Select the desired file(s) in the Google File Picker.Click Select.More items...
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.
Does Salesforce integrate with Google Docs?
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.
Does Salesforce use Google Drive?
Nowadays, most Salesforce customers are using files in Salesforce, while also leveraging an external solution such as Google Drive or Sharepoint – this is to avoid hitting those inevitable storage limits.
How do I use G connectors in Salesforce?
Log in to Salesforce. Select cells in your sheet so that your selection spans across all rows that you want to insert (it doesn't matter if the selection spans across one or multiple columns), e.g.: On the Add-ons menu, click G-Connector for Salesforce -> Update/Insert/Upsert Selected Rows.
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.
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 update a shared Google sheet?
Right-click the file, choose Manage Versions from the menu and then click the Upload new version button to upload the updated file to your Google Drive. That's it. The file name and the file's URL won't change and thus all the old shared links will now automatically point to the new version of your file.
How do I update Google Sheets spreadsheet?
Update Google Sheets Data SourcesFind the list you want to update in your Google Drive.Open the spreadsheet and input the new data. Google Sheets will save changes automatically. ... The ProntoForms system will update automatically on the next scheduled fetch. Refresh the mobile app and the new data will be downloaded.
How do I add Google Docs to Salesforce lightning?
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...•
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.
