Save a linked Google Drive file to Salesforce

Drive Connect gives users the ability to save linked files to Salesforce directly from the Drive Links component.

  1. Navigate to the Salesforce record that the file is linked to
  2. Select the dropdown next to the linked file
  3. Select Save to Salesforce from the dropdown
    1. If applicable, choose the file format you wish to save

  1. Navigate to the Salesforce record that the file is linked to
  2. Click on the linked file
  3. Select Save to Salesforce from the header of the viewer
    1. If applicable, choose the file format you wish to save

Users are able to save to following file types to Salesforce:

  1. Google Docs file as:
    1. PDF Document (.pdf)
    2. Microsoft Word (.docx)
  2. Google Sheets file as:
    1. PDF Document (.pdf)
    2. Microsoft Excel (.xslx)
    3. Comma Separated Values (.csv)
  3. Google Slides file as:
    1. PDF Document (.pdf)
    2. Microsoft Powerpoint (.pptx)
  4. Microsoft Word (.docx)
  5. Microsoft Excel (.xlsx)
  6. Comma Separated Values (.csv)
  7. Microsoft Powerpoint (.pptx)
  8. PDF Document (.pdf)
  9. Audio Video Interleave (.avi)
  10. Document File (.doc)
  11. Word Document Template (.dot)
  12. Executable File (.exe)
  13. Microsoft Outlook Mail Message File (.msg)
  14. WebEx Recording File (.wrf)
  15. Hypertext Markup Language (.html, .htm)
  16. AppleSearch CGI Interface (.acgi)
  17. Extended Hypertext Template (.htx)
  18. HTML Server Side Inlcudes (.shtml, .shtm)
  19. HyperText Template (.htt)
  20. JavaScript Object Notation (.json)
  21. MIME HTML (.mht, .mhtm, .mhtml)
  22. Apple QuickTime Movie (.mov)
  23. MPEG Audio Layer-3 (.mp3)
  24. MPEG-4 Part 14(.mp4)
  25. Moving Pictures Experts Group video (.mpeg, .mpg)
  26. Microsoft PowerPoint (.ppt)
  27. Microsoft PowerPoint Template (.pot)
  28. Microsoft PowerPoint Slide Show (.pps)
  29. Scalable Vector Graphics (.svg)
  30. Compressed Scalable Vector Graphics (.svgz)
  31. Shockwave Flash Movie (.swf)
  32. Commerce eXtensible Markup Language (.txml)
  33. Unknown (.unknown)
  34. Waveform Audio File (.wav)
  35. Windows Media Audio (.wma)
  36. Windows Media Video (.wmv)
  37. Extensible HyperText Markup Language (.xhtml)
  38. Microsoft Excel Spreadsheet (.xls)
  39. Microsoft Excel Spreadsheet Template (.xlt)
  40. Extensible Markup Language (.xml)

Note: There is a 10MB limit for a single file being saved to Salesforce. Google Forms files cannot be saved to Salesforce.