How To Set Up Salesforce Files Connect for Google Drive

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 G Suite).

It’s best that the same username is used for logging into both. This may mean temporarily making a G Suite 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 G Suite, you can try this setup yourself with a free trial of G Suite.

[Read more…]How To Set Up Salesforce Files Connect for Google Drive

Five G Suite to Salesforce Integrations and How They Benefit Businesses

At Salesforce’s annual Dreamforce conference in 2017, a strategic partnership with Google was announced.

Often, these alliances come and go. However, the Salesforce/Google partnership has gained momentum. Google had a noticeable presence at the 2018 Dreamforce conference.

Google Booth at Dreamforce 2018

Among a wide range of facets to the partnership are the following five Salesforce to G Suite integrations.

[Read more…]Five G Suite to Salesforce Integrations and How They Benefit Businesses

5 Reasons to Integrate HubSpot With Your CRM

HubSpot to CRM IntegrationHubSpot is the company that defined the Inbound Marketing category. They provide the leading solution to SMBs that are looking for ways to have more people find their site on the Internet and to convert more site visitors to sales Leads.

Integration solutions are available to connect HubSpot to most of the leading CRM solutions, including Salesforce, Microsoft Dynamics 365, SugarCRM and NetSuite.

[Read more…]5 Reasons to Integrate HubSpot With Your CRM