File View Overview

With the Drive LinksĀ component, users can access the same features from the dropdown list of a linked file when viewing a selected file from the currently viewed Salesforce record.

How it works

File View

The Drive Links component supports viewing files that are linked to a record. When accessing the linked file the user will view the file. The document can be directly edited when being viewed if the file is a:

  • Google Doc
  • Google Slide
  • Google Spreadsheet

Users can access the following features from the viewed file:

Architecture

The (1) Drive Links component allows users to view a Drive file through an iframe embedding its Content URL, which is the saved URL to the (2) Drive file. If the file is Google Doc, Sheet, or Presentation and the current user has edit access, it can also be edited through the iframe.