how to integrate google drive with salesforce

1. Connect both Salesforce and Google Drive by authenticating them on Automate.io platform.
2. Choose Google Drive and select one of its events as a “trigger” that’ll start the automation.
3. Select an “action” event from Salesforce which will run every time the trigger event occurs.
4. Map the data fields between Google Drive and Salesforce using the drag-drop interface.

What are the benefits of Google Drive integration with Salesforce?

High data security: Google Drive integration with Salesforce is highly secured and provides multi-level security to your data. Efficiency: Files like google docs, sheets, presentations do not require to be downloaded first and then uploaded into salesforce. It saves a lot of time for the user.

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 to enable Google Drive API in Salesforce apex?

Click on Drive API: 4. Click on Create Credentials: 5. Generate API key and Client Secret. 6. Use key and client secret in your apex class to get access token. 7. Enable Google apis. Create a visualforce page for browsing a file from your local system and uploading it to google drive.

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 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...•

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.

Is there a Google Drive Plugin?

Open with Google Drive Viewer This extension can be convenient for viewing documents and other files that are on the web without having to download them first.

Does Google work 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.

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.

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 map in Google Drive?

0:003:09How to Map Google Drive as a Network Drive to Windows, Mac ...YouTubeStart of suggested clipEnd of suggested clipSo let's start by taking a look at everything in order you can access google drive on the web byMoreSo let's start by taking a look at everything in order you can access google drive on the web by heading over to drive.google.com uploading files to google.

What are the Google Drive tools?

Google Drive is a part of Google WorkspaceDocs.Sheets.Slides.Forms.Keep.Sites.Drive.Gmail.More items...

How do I sync Google Drive?

Options for syncing My DriveOpen Drive for desktop.Click Settings. Preferences.On the left, click Folders from Drive.Under "My Drive syncing options," select Stream files or Mirror files.

How does Google workspace integrate with Salesforce?

1:513:09G 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.

What platform is Google's CRM?

SalesforceIn fact, our team at Google Cloud uses Salesforce as our preferred CRM provider to engage with our customers in meaningful ways.

How do I use Google SSO in Salesforce?

Set up SSO via SAML for SalesforceSign in to your Google Admin console. ... From the Admin console Home page, go to Apps. ... Click Add app. ... Enter Salesforce in the search field.In the search results, hover over the Salesforce SAML app and click Select.On the Google Identity Provider details page: ... Click Continue.More items...

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.

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.

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.

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