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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...