Link existing and new Google Drive folders to a Salesforce record

Users can link existing Google Drive folders or create new ones within Salesforce using the Drive Links component.

This allows users to share their already organized documents pertaining to a Salesforce record with others in the org. Users can also make a new folder on the fly for records that don’t already have a folder in Google Drive, which can be useful for newly created records.

Link an existing Google Drive folder to a Salesforce record

  1. Navigate to the record to where you want to connect a Google Drive folder
  2. Select New
  3. Select Folder Link
  4. Choose the Existing Folder option and click continue
  5. Select the desired folder in the Google File Picker
  6. Click Select
  7. Your folder will be available in the Drive Links Lightning component

Note: To find the folder you’re looking for faster, type the name of the folder using the picker search bar.

Create a new folder in Google Drive and link it to a Salesforce record

  1. Navigate to the record to where you want to connect a Google Drive folder
  2. Select New
  3. Select Folder Link
  4. Choose the New Folder option and click continue
  5. Choose the folder name and choose the location you want your folder to be located in Google Drive
  • The default location will always be My Drive
  1. Click Create
  2. Your folder will be available in the Drive Links Lightning component and in Google Drive

Note: You can upload files and move existing files into the folder directly in Google Drive. Clicking on the linked folder will open up the Google Drive folder in a new tab.