Installation and configuration guide

This document serves as a configuration guide for the Drive Connect Salesforce app. The first section covers the pre-installation and installation of the Drive Connect package. The following sections will walk you through app configuration and completing the Setup Assistant. This app supports Contacts, Person Accounts, and custom objects.

Table of Contents

Introduction

Preinstallation

Workstation configuration

Configuring a Domain in Salesforce

Installation

Installing the Drive Connect Package

Drive Connect Configuration

Drive Connect Setup (Setup Assistant)

Initial Configuration

Link Your Google Workspace Account

Add the Component to Page Layouts

Licensing & Permissions

Create a Drive Connect Templates Folder in Drive

Drive Links Lightning Component

Manually Adding Component to Desktop Page Layouts

Introduction

This guide is meant to walk you through configuring your org in a Lightning Experience environment. If using the Salesforce Classic interface, you can switch to Lightning by clicking Switch to Lightning Experience at the top of the page.

Throughout this guide, you will be instructed to navigate through Setup. To do so, you will need to click on the gear to the upper right and select Setup. Once in Setup, you may use the Quick Find box to find and navigate to the appropriate section.

Preinstallation

Workstation configuration

Before using Drive Connect for Salesforce, it is important to consider workstation configuration properties for the best experience and security. Follow the Recommendations and Requirements for All Browsers guidelines to ensure Salesforce's accessibility and functionality.

Configuring a Domain in Salesforce

In order to enable lightning components, you must ensure your domain is set up in your Salesforce org. For additional help or information on this, you can view our guide on Configuring a Domain in Salesforce.

Installation

Installing the Drive Connect Package

  • Go to our Salesforce AppExchange Listing and click Get It Now

  • Select a Connected Salesforce Account and click Install in Production

  • Select I have read and agree to the terms and conditions and click Confirm and Install.
  •  If you are not already logged into the org you wish to install the package into, Salesforce will prompt you to log in with your org credentials.

  • Approve Third-Party Access - check off the box and click Continue to start the package installation when the modal appears. As it states, this is to allow data to be sent back and forth between your Salesforce org and Drive Connect:
  • api.driveconnect.app - allows for API calls

Drive Connect Configuration

Drive Connect Setup (Setup Assistant)

The Drive Connect Setup Assistant will need to be completed to connect your Salesforce org to your Google Suite account, in order to access Drive files from Salesforce.

  • To start the Setup Assistant, navigate to App Launcher > Drive Connect

Note: To alleviate issues accessing Drive Connect features, you must have a domain configured first. Otherwise you must grant tab visibility permissions for the Setup and Template Builder tabs on the setup user’s profile/permission set to access these features.

For more information on creating permission sets and setting permissions please see User Permission and Access.

Initial Configuration

If installing the application for the first time, you will be automatically prompted to complete the first setup flow automatically.

Link Your Google Workspace Account

The first section of the wizard requires you sign into your Google account:

  • Click Sign in and Link

  • Login to your Google Account using the Google OAuth flow

  • Once authenticated in successfully, click Next

Add the Component to Page Layouts

  • In this section, you have the option to add the Drive Links component to any of your existing flexi page layouts. Note this section can be skipped and you can add the component later. To remove the component, this must be done from Lightning App Builder

  • Click Done when completed with this step

Your users are now able to link files to records from the Drive Links component.

Licensing & Permissions

If your organization will be using the Document Generation feature in Drive Connect, complete the following steps below. Otherwise, skip this step and go to Drive Links Lightning Component

  • Click Licensing & Permissions

  • Optionally assign the permission sets and/or licenses to enable features for users

  • Close the Licensing and Permissions page

Your users are now able to create merge templates and generate files with Drive Connect.

Create a Drive Connect Templates Folder in Drive

  • Go to the Template Builder tab once setup is complete
  • Sign into Drive Connect if you aren’t already
  • Name the folder used to store your Drive Connect templates then click Create Folder
  • Note this folder will be created in the Drive of the user who is currently logged into Google at that moment

  • Once created, you can start building templates for generating documents

Drive Links Lightning Component

Manually Adding Component to Desktop Page Layouts

The Drive Links component can be added to any object supported by Salesforce Content. This can be done using the steps below or from Initial Configuration in Setup Assistant.
To add the component to a lightning record page, navigate to
Setup > Object Manager.

  • Select the object to modify

  • Select Lightning Record Pages

  • Select a lightning record page then click Edit to add the component to an existing lightning page layout. This will launch the Lightning App Builder

Note: You may also click Edit Page in the Setup dropdown menu from the object record page to get to the Lightning App Builder

  • Once in the Lightning App Builder, from the list of components on the left panel, find the Drive Links component under the Custom-Managed components section and drag and drop it onto the page layout

  • Click Save
  • Click Activate from the Page Saved modal or click Activation… from the Lightning App Builder if activation is required