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 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 connect files in Salesforce?
Salesforce Files ConnectThe Files Connect Setup Process. ... Enable Salesforce Files Connect for Your Organization. ... Let Users and Administrators Access Files Connect Data Sources. ... Create an Authentication Provider for Box. ... Define an External Data Source for Box. ... Create an Authentication Provider for Google Drive.More items...
How do I enable file connect in Salesforce?
Now users can access and share external files via the Files tab and feed, and search for them right alongside their Salesforce content. Let users search and share files from external systems like Google Drive and SharePoint. 1. From Setup, enter Files Connect in the Quick Find box, and then select Files Connect.
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...•
Is Salesforce file connect free?
Strengths of Files Connect The tool is available for free in most Salesforce editions and licenses. Apart from SharePoint 2010/2013 on-premises and SharePoint online, Files Connect can be used for integration with other file repositories (Box, OneDrive and Google Drive), which makes document management more flexible.
How do I connect OneDrive to Salesforce?
How to sync OneDrive and SalesforceStart the synchronization wizard to sync two cloud accounts.Click the OneDrive icon:Select an already-configured OneDrive account or click “Add OneDrive” to add a new OneDrive account:If you click “Add OneDrive,” you will be forwarded to authorize cloudHQ to access your account:More items...
Can I store files in Salesforce?
Use Salesforce Files to share and collaborate on files, store files privately, manage version updates, and follow files that are important to you.
How do I link Salesforce to Dropbox?
Connect and configure Salesforce to Dropbox. Sign in to the Salesforce website. Select the Dropbox Options tab from the Salesforce App Launcher. Click Connect to Dropbox. You should be redirected to dropbox.com; click Continue.
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.
What is the difference between SharePoint and OneDrive?
OneDrive provides a consistent, intuitive files experience across all your devices, including web, mobile, and the desktop of your Windows PC or Mac. Behind the scenes, SharePoint in Microsoft 365 provides the content services for all files in Microsoft 365, including files you work with in Teams, Yammer, and Outlook.
Introduction to Salesforce
Salesforce has distinguished itself as a robust CRM platform that brings companies and customers together. This integrated CRM platform gives individuals across all your departments including Commerce, Sales, Service, and Marketing, a single, shared view of every customer.
Introduction to Google Drive
Google Drive has established itself as a ubiquitous synchronization and file storage service developed by Google. Google Drive integrates seamlessly with Google Sheets, Google Slides, Google Docs among other apps that allow your team to effectively collaborate in real-time.
Understanding the Benefits of Salesforce Google Drive Integration
Here are a few salient benefits of Salesforce to Google Drive Integration:
Steps to Set up Salesforce Google Drive Integration
You can use Files Connect to establish a connection between Google Drive and Salesforce in 7 easy steps.
Understanding the Limitations of using Files Connect for Salesforce Google Drive Integration
Here are a few limitations of using Files Connect for Salesforce Google Drive Integration:
Conclusion
This blog gives a brief introduction to Google Drive and Salesforce before diving into the steps involved in the integration. This includes the features and benefits of the two tools in question. It also talks about the benefits of this integration and the limitations of using Files Connect to establish Salesforce Google Drive Integration.
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.
