how to integrate google drive with salesforce in developer salesforce

How Google Drive + Salesforce Integrations Work. Step 1: Authenticate Google Drive + Salesforce. ( 30 seconds) Step 2: Pick one of the apps as a trigger, which will kick off your automation. ( 15 seconds) Step 3: Choose a resulting action from the other app.

Full Answer

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.

How to upload files to Google Drive using Visualforce?

Create a visualforce page for browsing a file from your local system and uploading it to google drive. Click on Google Drive Authentication button then browse your file and finally upload that file.

How to create credentials in Google Drive API?

Open Google Drive console. Here is the link for console: 2. Select a project. If you don’t have any project then create one. 3. Click on Drive API: 4. Click on Create Credentials:

How to upload files to Google Drive using APEX class?

Create a visualforce page for browsing a file from your local system and uploading it to google drive. Click on Google Drive Authentication button then browse your file and finally upload that file. Create an apex class for the above visualforce page for uploading a file to google drive.

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 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.

What is drive it in Salesforce?

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.

How do I upload a Google Doc to Salesforce?

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 .

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.

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 the S drive?

The S: drive is part of the central windows file store and enables groups of users to access and share files necessary for their work. Note that only data will be stored on the S: drive, departmental software cannot be stored.

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.

How do I use a data connector in Salesforce?

0:576:53Data Connector for Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo you can see here that we have a sheet already open let's go ahead and open up the add-on. If youMoreSo you can see here that we have a sheet already open let's go ahead and open up the add-on. If you don't have the add-on already installed you can get it from the get add-ons menu.

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