Setup & Configure Drive Connect Automation
Drive Connect Automation allows users to utilize Salesforce flows to build, manage, and run automation on a client’s business processes. In order to use this feature, an admin must first configure automation in Drive Connect setup.
Note: This article will assume the Drive Connect Installation & Configuration guide has already been completed
Workspace Marketplace App
The configuration process includes the installation of the Drive Connect Marketplace app in your Google Workspace. This app exists solely to simplify configuration by establishing a Google service account, which Drive Connect uses to perform tasks on your company's behalf.
To learn more about how Drive Connect uses Google service accounts, please see this article.
Note: In the interest of security, Drive Connect intentionally utilizes one of the most restrictive Google Drive API scopes (as recommended by Google): https://www.googleapis.com/auth/drive.file
Granting Drive Connect access using the Marketplace app
To install the Marketplace app through Drive Connect, use the steps below:
Granting Drive Connect access manually
Alternatively, an admin can optionally use the following steps below if they want to set up the Google service account without the Marketplace app using the steps below:
- Navigate to the Manage Domain Wide Delegation section of your Google Admin console.
- Click Add new
- Enter 114519586367889402029 for the Client ID
- Enter https://www.googleapis.com/auth/drive.file for the OAuth Scope
- Click Authorize
Setting the Automated Process User
Automation features require you to specify a user within your Workspace that all automated processes will use to perform operations with.
Note: Choose a user that has edit access to your entire Drive for an optimal experience.