Using Drive Connect Automation with Record-Triggered Flows

The Drive Connect app comes packaged with the Automate Drive flow action, which can be added to Record-Triggered Flows to perform operations when records are created or updated.

In order to enable Drive Connect Automation, ensure the Marketplace App is installed and the Automated Process User is configured. For additional help, view the Setup & Configure Drive Connect Automation article.

Create Automate Drive actions using Salesforce Flows

Note: For information on how Salesforce Flows work, we suggest first reading Salesforce documentation on Automating Your Business Processes.

  1. Navigate to Setup > Process Automation > Flows.
    Navigate to SetupSelect Flows
  2. From the Flows page, click New Flow
    New Flow
  3. Select Record-Triggered Flow and click Next
    Record-Triggered Flow
  4. You will be prompted to configure your “trigger” criteria on how the flow will be initiated as well as select the Salesforce object the action will take place on. You can go back to this screen by editing the Start node of the Flow

  5. From the Elements list from the left pane, drag and drop Action onto the canvas builder area to the right. This will auto-display the New Action modal
    Add action
  6. In the Action field, search and select Automate Drive (apex-driveconnect__automateDrive)
    Search Automate Drive

    • If you are not logged into your Google Workspace, you will see a prompt to sign in. Click Sign In and walk-through the Google authentication flow to continue
      Automation auth
  7. Fill out the required fields for Label and API Name. Then select the Operation picklist
    Add operation

Adding Sibling Operations

Drive Connect Automation supports adding multiple sibling operations. These operations are considered same level operations to any existing operation in your flow. You can add a sibling operation by selecting the Add Drive Operation button for parent level operations (or select Add Child Operation for same level child operations).

Add sibling operation

Note: If adding multiple sibling operations, the automation will run sequentially in the order they are created/listed in the Drive Operations builder.

Save and Activate Your Flow

Before you can trigger your newly created flow, you must ensure the flow is saved and activated by completing the following steps below:

  1. Ensure all elements are connected. Select the node at the bottom of the Start element and drag the node to your Action element
    Connect action
  2. Click Save
    Save flow
  3. Enter the required fields for Flow Label and Flow API Name, and click Save
    Save flow details
  4. Click Activate
    Activate flow
  5. Go back to your Salesforce object/record and trigger your flow. Once triggered you can see the component display a state where automation is in progress
    Automation spinner

Note: Drive Connect Automation performs operations asynchronously. A retry mechanism is built in to support multiple concurrent Record-Triggered flows that utilize the Automate Drive action on the same record. If a failure occurs, Queueable Apex calls a Future Method to wait and retry the operations for a maximum of five times before they are deemed unsuccessful and terminated.