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In Salesforce, there are a few different ways to add a File to your org: as a direct upload through the Files tab, as an attachment in a Chatter feed or comment, as part of a Salesforce CRM library, and through the Files Related List on a record page. As we know, that last option...
The wait is over! Our first release of 2023 is here, and it's packed with new features designed to simplify your customer journey and streamline your workflow. Now, you'll be able to easily generate Google Slides presentations customized with Salesforce data, create Google Sheets from Drive Connect templates, and upload Salesforce Files directly to Google...
We're in the business of building Salesforce integrations for Google Workspace, and that means we're opinionated about them. Over the past months, we've researched and tested the top Salesforce/Google Workspace apps and extensions, and now we're ready to issue our picks for the very best Salesforce integrations for Gmail, Google Calendar, Google Sheets, and Google...
Is your organization making the transition from Google Sheets to Salesforce? Do you use Salesforce internally but report to clients that only use Google Workspace? Are you just the kind of data chaos demon that bounces back and forth between Sheets and Salesforce with reckless abandon? No judgment here. Whatever your reason for keeping one...
In our last post, we broke down the basics of Einstein Activity Capture, Salesforce's solution for syncing with third-party email and calendar apps. Now, we're going to walk you through the process of setting up a Google Calendar/Salesforce integration with Einstein Activity Capture Standard, which is free for up to 100 users with a Sales...
If you're researching solutions for connecting Salesforce with Gmail and Google Calendar, you've probably run across Einstein Activity Capture (EAC), Salesforce's built-in tool for syncing with third-party email and calendar apps. While Salesforce supports EAC with extensive documentation and even a Trailhead badge, the sheer amount of information on the topic can be overwhelming. Here,...
In our last post, we talked you through the ins and outs of setting up a collaborative Shared Drive for an existing organization. Now, we'll go a step deeper and take a look at how to set up a Google Shared Drive folder structure for a Salesforce-based sales team. What does it mean to set...
In our last post, we told you everything we know about Shared Drives – their sharing structure, their security settings, their pros, their cons. In other words, we threw a lot of stuff at you. If, after all that, you're wondering where to begin, let us walk you through a focused use case – how...
If you use Google Drive for file management, you probably have a broad idea of the differences between the various storage options it makes available to you, but you might have some questions when it comes to the nitty-gritty details: Who controls a shared drive? Why can't I download some of my shared files? How...
Even the most hardcore all-day-every-day Salesforce user has a couple of points in their workflow that regularly take them outside of Astro's warm embrace. File management is one of those things you end up tabbing over to your Google account to take care of; email is another. With that in mind, Salesforce has rolled out...
In part two of our guide to Salesforce Files, we broke down the Files data model and the three objects that underpin it: ContentVersion, ContentDocument, and ContentDocumentLink. Now it's time to put your newfound knowledge of Salesforce Files into practice – let's learn how to create and query files in Salesforce using Apex. We'll set...
In Part One of our guide to Salesforce Files, we looked at Files from an end user perspective: how to add and delete them via the Salesforce UI, where to find them in your org, what their basic limitations are, and how their privacy settings work. Now, it's time to dig a little bit deeper...
Whether you're sharing a Salesforce file with a colleague, adding a document to a Chatter post, running a usage report on a content library, or linking to external content with our own app, you're using Salesforce Files, Salesforce's system for adding, sharing, and managing files and documents. Getting started with Files is as easy as...
Drive Connect is a powerful tool for complete integration between Google Drive and Salesforce environments, but its first and most basic function is to link Google Drive files and folders to Salesforce records. Here, we'll walk you through the installation and setup process – your Google Drive/Salesforce integration will be up and running in no...
Need to set up Salesforce Files Connect for Google Drive file linking? We'll walk you through the process, but we're not going to lie to you – it's going to take a while. So before we jump into things, let's go over a few limitations of Files Connect. Salesforce Files Connect/Google Drive Limitations & Gotchas...
Do you need to link a Google doc to a Salesforce record? Do you need it done fast? There's a quick, easy trick for getting it done: simply using a custom Salesforce URL field to link out to a document or folder in Google Drive. Now, is this the best way to link Google docs...
If you’re like us, your work world is split between two environments: your business documents live in Google Drive, and your customer data lives in Salesforce. Client records sit in Salesforce, while every contract they’ve ever signed is siloed over in Google Drive. Luckily, there are a few solutions to help the two play better...