Automation Overview

Drive Connect Automation enables you to utilize Salesforce Record-Triggered and Schedule-Triggered Flows to build, manage, and run your Google Drive workflows with no coding required. This eliminates the need for users to do any manual work in Drive when a Salesforce record is created or edited.

How it works

Folder Automation

The (1) Automate Drive Action in a Salesforce Flow calls the (2) Drive Connect Service using the automation user’s refresh token to create a (3) new Folder in Drive and save its name and URL to Salesforce as a Content Version record.

Document Generation Automation

The (1) Drive Automate Action using Salesforce Flow, calls the (2) Drive Connect Service which uses a Google Service Account (enabled by the automation user’s refresh token) to create a (3) new generated File in Drive and save its name and URL to Salesforce as a (4) Content Version record.

The (1) Drive Automate Action in a Salesforce Flow calls the Drive Connect Service, which uses the automation user’s Refresh Token to link a (2) file or folder selected from the Google Picker. The name and URL are then saved to Salesforce as a (3) Content Version record.

To get started, first set up and configure Drive Connect Automation.