Create new Google Drive folders in a Record-Triggered Flow

Drive Connect Automation allows users to automatically create a new Google Drive folder by selecting the New Drive Folder operation in a Record-Triggered flow.

Before using this operation, ensure to first create a Record-Triggered Flow using the Automate Drive action. For more information on setting up a Record-Triggered Flow, see the article on Building Salesforce Flows with Drive Connect Automation

New Drive Folder

In your flow, open a new action element node and follow the steps below:

  • Click the Operation picklist and select New Drive Folder
  • Enter in a required Folder Name
  • You can utilize merge fields in the folder name by selecting the brackets button within the field

Note: If inserting a merge field for the folder name, you must select the same object as your main flow object i.e. if your flow is running on the opportunity object, you must also select opportunity for your merge field.

  • Select a Location for the folder to be created in Google Drive

  • Optionally set whether the new folder should be linked to the Salesforce record and/or set as the default record folder

Note: If you receive a warning regarding insufficient access for the Automated Process User, ensure the folder location you select is accessible by the Automated Process User with full edit rights. For more information, please see the article on Granting Access to Folders in Drive

Child Operations

When selecting New Drive Folder as your top level operation, you can add additional child operations by selecting Add Child Operation

The following child operations are available when using New Drive Folder as the parent operation:

  • New Drive Folder
  • New File from Template
  • New Shortcut
  • New Link to Parent

New Drive Folder & File from Template

These child operations will function the same as the top level operations. However, the main difference is the location will automatically use the parent location as the destination. For more information on File from Template, see the article on Generate Google Docs from templates in a Record-Triggered Flow

Note: If creating multiple New Drive Folder child operations, Drive Connect Automation can only support child operations up to two levels deep

New Shortcut

The New Shortcut child operation allows you to auto-create a Drive Shortcut of the parent Drive folder. If selecting this operation, complete the following steps below:

  • For Shortcut Name, the parent folder name is auto-populated but can be modified
  • Similar to folders, you can utilize merge fields in the folder name by selecting the brackets button within the field

Note: If inserting a merge field for the Shortcut name, you must select the same object as your main flow object. Otherwise, an error will occur upon saving your flow

  • Select a Location for the shortcut to be created in Google Drive

New Link to Parent

The New Link to Parent child operation allows you to link the parent level folder to the parent Salesforce record. If selecting this operation, complete the following steps below:

  • Click Flow Object, and select the same object as your main flow object and then select a lookup field

Note: If you do not select the same object as your main flow object, an error will occur upon saving your flow

For more information on saving and activating your flow, see the article on Building Salesforce Flows with Drive Connect Automation