how does salesforce integrate with google drive

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.

Full Answer

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.

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 Files Connect in Salesforce?

Files connect is an application which enables users to gain access to all relevant documents and data that is stored in Google Drive on Salesforce platform, for example, a specification document that is stored in Google Drive can be linked to customer or lead stored in Salesforce.

How can you drive smarter engagement with Google and Salesforce?

Discover new ways to drive smarter engagement with Google and Salesforce. Turn insights into action with Google Analytics 360. Understand your customers. See how your site and app users engage with your content, and learn what’s working and what’s not. Access new insights.

How do I add Google Drive to Salesforce?

Add a Google Doc to a Salesforce RecordOpen 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.

How does Salesforce integrate with Google Docs?

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 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 work with Google?

Salesforce and Google have a kind of tradition this time every year. It began in 2017, when we first announced our strategic technology partnership, bringing together two of the world's most innovative companies. Then last fall, we deepened our relationship with brand-new customer benefits.

Can Google Sheets pull data from Salesforce?

It offers a Google Sheets add-on (data connector) with an intuitive UI that allows you to connect your Salesforce account and import data to your Google spreadsheet almost instantly with a few clicks. Step 1: On your active Google spreadsheet, navigate to the top menu bar, click Add-ons, and select Get add-ons.

How do I use Salesforce data connector in Google Sheets?

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 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 do I get access token Google API in Salesforce rest?

2. Configure Salesforce Auth. ProviderIn Salesforce go to Setup > Auth. ... Select Name, paste Consumer Key and Consumer Secret. ... As a default Scope use scopes defined in your google app. ... After saving you can find Callback URL in Salesforce Configuration section. ... Test your connection.

Does Salesforce run on Google Cloud?

As part of the agreement, Salesforce has named Google Cloud as a preferred public cloud provider to support our rapidly growing global customer base. We plan to use Google Cloud Platform for our core services as part our international infrastructure expansion.

How does Salesforce integrate with Gmail?

From Salesforce Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync. Enable and expand Let users access Salesforce records from Gmail. To let reps relate emails to relevant Salesforce records, enable Enhanced Email with Gmail.

Is Salesforce hosted on Google?

"Improving our overall information and data management is a key initiative at Salesforce," says Vidur. "Google Cloud enables our development teams to work reliably in the public cloud in every region and at the scale, speed, and flexibility they need to deliver better customer experiences globally."

How do I integrate Google Maps API in Salesforce?

A Step by Step Guide to Integrate Google Maps in Salesforce.Step 1: Create a VisualForce page with the following code:Step 2: Now go to the account page layout and add Google map Visualforce to account page layout as shown below:

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 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.

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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