Automation Overview

Drive Connect Automation enables you to utilize Salesforce record-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) Drive Automate Action using Salesforce Flow, calls the (2) Drive Connect Service which uses a Google Service Account (enabled by the Drive Connect Marketplace app) to create a (3) new Folder in Drive and save its name and URL to Salesforce as a (4) Content Version record.

Architecture-FolderAutomation(1)

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 Drive Connect Marketplace app) to create a (3) new generated File in Drive and save its name and URL to Salesforce as a (4) Content Version record.

Architecture-DocGenAutomation(1)

The (1) Drive Automate Action using Salesforce Flow, calls the (2) Drive Connect Service which uses a Google Service Account (enabled by the Drive Connect Marketplace app) to link a (3) file or folder selected from the Google picker. The name and URL are then saved to Salesforce as a (4) Content Version record.

Architecture-FileAutomation(1)

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