How To Set Up Salesforce Files Connect for Google Drive

Updated: December 26, 2019

Google Drive Files on Lightning Page ComponentSalesforce 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.

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.

While the following may seem like a lot of steps, the ability to set up secure server-to-server integration in about 30 minutes represents a tiny sliver of time compared to setting up other types of system integrations.

If your organization is not yet using Google Workspace, you can try this setup yourself with a free trial of Google Workspace.

[Read more…]