Setup and configure Drive Connect Automation

In order to use Drive Connect Automation, an admin must first configure automation in Drive Connect setup.

Note: This article will assume the steps outlined in the Drive Connect installation and configuration guide have already been completed.

Setting the Automated Process User

Automation features require you to specify a user within your Workspace that all automated processes will use to perform operations with.

Note: Choose a user that has edit access to your entire Drive for an optimal experience. Each file or folder created using automation will be owned by this user.

  1. From the Drive Connect Setup tab, select Preferences
  2. Select the Automation tab in Preferences
  3. In the Automated Process User Email Address section, sign-in using the Google Authentication button
  4. Under advanced, a different workspace user can be assigned, you will need to fill in an email and have the workplace app installed

Note: This is a legacy feature of the app and.you may be using the marketplace app to connect. We recommend the Google Authentication sign in method mentioned above. 

Next, get started by using Drive Connect Automation with Record-Triggered Flows

Workspace Marketplace App (Advanced Option)

In certain instance you may want to set an automation user as someone other than yourself. You can accomplish this by installing  the Drive Connect Marketplace app in your Google Workspace account. The app is intended to simplify the creation of a Google service account. Drive Connect uses this Google service account to perform tasks on your company’s behalf.

Click here to learn more about how Drive Connect uses Google service accounts

Granting Drive Connect access using the Marketplace app

To install the Marketplace app through Drive Connect, use the steps below:

  1. Navigate to the Drive Connect app in Salesforce
  2. Select the Setup tab
  3. Click Preferences
  4. Select the Automation tab in Preferences
  5. Click Install to redirect you to the app’s Marketplace page
    Install Marketplace app
  6. When installing the Marketplace app, you’ll need to decide whether to install the marketplace app for your entire organization or for specific groups/organizations.

Granting Drive Connect access manually

Alternatively, an admin can optionally use the following steps below if they want to set up the Google service account without the Marketplace app using the steps below:

  1. Navigate to the Manage Domain Wide Delegation section of your Google Admin console.
  2. Click Add new
  3. Enter 114519586367889402029 for the Client ID
  4. Enter https://www.googleapis.com/auth/drive.file for the OAuth Scope
  5. Click Authorize