View Google Drive files and folders from a Salesforce record

With Drive Connect you can view and edit Google Drive files and folders all from a Salesforce record.

Viewing and editing Google Drive files and folders directly from a Salesforce record allows for faster verification and interaction with pertinent documentation saving time and effort lost by having to switch back and forth between Salesforce and Google Drive.

Note: You must be logged in to Google through the Drive Connect component to view links in the Drive Links component.

Viewing a Drive file from the Drive Links Component

  1. Access the Salesforce record that is associated with the Google Drive file you wish to view
  2. Locate the desired file linked to the component
  3. Click the link in the Drive Connect component to view the document. This will open up the Google file in a new tab.

Viewing a Drive folder from the Drive Links Component

  1. Access the Salesforce record that is associated with the Google Drive folder you wish to view
  2. Locate the desired folder linked to the component
  3. Click the button menu dropdown next to the folder
  4. Select View in Google Drive. This will open up the Google folder in a new tab.