Use Drive Connect Automation via Salesforce Flows
The Drive Connect app comes packaged with the Automate Drive flow action, which can be added to Record-Triggered Flows to perform operations when records are created or updated.
In order to enable Drive Connect Automation, you must ensure the Marketplace App is installed and the Automated Process User is configured. For additional help on this, you can view our article on Setup & Configure Drive Connect Automation.
Create Automate Drive actions using Salesforce Flows
Note: For information on how Salesforce Flows work, we suggest first reading the Salesforce documentation on Automating Your Business Processes
To create a Salesforce Flow using flow builder, navigate to Setup > Process Automation > Flows
- From the Flows page, click New Flow
- Select Record-Trigger Flow and click Next
- Select Freeform layout
- From the Start element, you must configure your “trigger” criteria on how the flow will be initiated as well as select the Salesforce object the action will take place on
- For more information on building out your Flow, please see the Salesforce documentation on Defining Conditions in a Flow
- From the Elements list from the left pane, drag and drop Action onto the canvas builder area to the right. This will auto-display the New Action modal
- In the Action field, search and select Automate Drive - apex-driveconnect__automateDrive
Note: If you are not logged into your Google Workspace, click Sign In and walk-through the Google authentication flow:
- Fill out the required fields for Label and API Name. Then select the Operation picklist
When selecting Drive Operations, the following parent level options are available:
Select an operation above for more information on creating operation specific record-triggered flows.
Adding Sibling Operations
Drive Connect Automation supports adding multiple sibling operations. These operations are considered same level operations to any existing operation in your flow. You can add a sibling operation by selecting the Add Drive Operation button for parent level operations (or select Add Child Operation for same level child operations).
Note: If adding multiple sibling operations, the automation will run sequentially in the order they are created/listed in the Drive Operations builder
Save and Activate Your Flow
Before you can trigger your newly created flow, you must ensure the flow is saved and activated by completing the following steps below:
- Ensure all elements are connected. Select the node at the bottom of the Start element and drage the node to your Action element
- Click Save
- Enter the required fields for Flow Label and Flow API Name, and click Save
- Click Activate
- Go back to your Salesforce object/record and trigger your flow. Once triggered you can see the component display a state where automation is in progress