how to use google drive in salesforce

How Google Drive + Salesforce Integrations Work.

• Step 1: Authenticate Google Drive and Salesforce.
• Step 2: Pick one of the apps as a trigger, which will kick off your automation.
• Step 3: Choose a resulting action from the other app. 15 seconds.
• Step 4: Select the data you want to send from one app to the other.
• That’s it! More time to work on other things.

Full Answer

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.

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 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 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.

Can you integrate Google Drive with Salesforce?

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 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 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 .

How do I use Google Drive on my website?

How to use Google DriveStep 1: Go to drive.google.com. On your computer, go to drive.google.com. ... Step 2: Upload or create files. You can upload files from your computer or create files in Google Drive. ... Step 3: Share and organize files. You can share files or folders, so other people can view, edit, or comment on them.

How do I use Google API in lightning component?

We can also use any existing gmail user.Create project in Google Console.Select API and enable it for use.Authorize domain in OAuth Consent Screen. Use Lightning url of your org without https. ... We need to set redirect url which will be lighting component url for authenticating and getting access token.

How does Salesforce integrate with Google Maps?

To enable your organization's map and location services:From Setup, enter Maps in the Quick Find box, select Maps and Location Settings, then click Edit.Check Enable Maps and Location Services .Click Save.

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.

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 my sheets?

On your computer, open a spreadsheet in Google Sheets. At the bottom left, click Upgrade. Click Upgrade now.

What are the 3 ways of accessing Google Drive?

Different ways to access Google Drive - Web Browser, Backup and Sync, File Stream1 – Google drive via web browser. ... 2 – Google Backup and Sync client. ... 3 – Google FileStream client. ... Drive files exist off campus (in the cloud) – they could be stored in multiple locations around the world.More items...

What is the best way to use Google Drive?

Even if you've only got a few dozen docs there, these tips will help you manage them better—and faster.Find Files in a Flash With Search. ... Make Sharing Your Work Publicly Simple. ... Keep Track of Edits From Your Inbox. ... Save Stuff Straight From the Web. ... Pull Out Text From Images.More items...•

How do I get data from Google Drive?

Add to DriveFor "Delivery method," select Add to Drive.Select Create export.In the email that arrives, select View in Drive. You'll see a folder with your data organized by product.To download your data, at the top of the screen, select Download .

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.

How 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. 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.

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.

Highlights

Features

Salesforce Components

Link and Upload

Use Cases

Impact

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. The overall setup has four main steps: 1. Installing the Salesforce managed package. 2. Installing the Marketplace Appin your Google Workspace. 3. Assigning perm...

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Support

Pricing

Summary