Automate Updating Drive Folders

Drive Connect Automation allows users to automatically update Drive Folders names or locations in a Record-Triggered flow.

For more information on setting up a flow using the Automate Drive action, see Using Drive Connect Automation with Salesforce flows.

Update Drive Folder

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

  1. Click the Operation picklist and select Update Drive Folder
  2. Under Folder to Update, select an option
  3. For Linked Folder, the folder name can be modified
    • You can utilize merge fields in the Linked Folder Name by selecting the brackets button within the field
  4. For Parent Record’s Default Record Folder, select a Lookup Field to Parent Record 
  5. For Parent Record’s Linked Folder, select a Lookup Field to Parent Record 
    • You can utilize merge fields in the Linked Folder Name by selecting the brackets button within the field
  6. Next Under Action, select to either Rename or Move
  7. For Rename, the selected folder can be modified
    • You can utilize merge fields in the shortcut name by selecting the brackets button within the field
  8. For Move, select a Destination for the Drive Folder to be moved to. For more information on destination locations, see the Automate Drive Destination Locations article