Automate creating new Google Drive folders

Drive Connect Automation allows users to automatically create a new Google Drive folder by selecting the New Drive Folder operation in a Record-Triggered or Schedule-Triggered flow.

For more information on setting up a flow using the Automate Drive action, see the Using Drive Connect Automation with Salesforce flows article.

New Drive Folder

In your flow, open a new action element node and follow the steps below:

  1. Click the Operation picklist and select New Drive Folder
  2. Enter in a required Folder Name
    • You can utilize merge fields in the folder name by selecting the brackets button within the field
  3. Select a Destination for the folder to be created in Google Drive. For more information on destination locations, see the Automate Drive Destination Locations article
    • Optionally set whether the new folder should be linked to the Salesforce record and/or set as the default record folder
    • Note: If you receive a warning regarding insufficient access for the Automated Process User, ensure the folder location you select is accessible by the Automated Process User with full edit rights. For more information, please see the article on Granting access to folders in Drive.

Child Operations

When selecting New Drive Folder as your top-level operation, you can add additional child operations by selecting Add Child Operation

 

Below is a breakdown of each child operation and their behavior:

New Drive Folder

This child operation will create an additional new folder, nested within the parent-level operation’s Drive folder.

Note: If creating multiple New Drive Folder child operations, Drive Connect Automation can only support child operations up to five levels deep.

New File from Template (Child)

This child operation will generate a Drive Connect template, nested within the parent-level operation’s Drive folder. For more information on using File from Template, see the Generate Google Docs from templates article.

New Drive Shortcut

This child operation allows you to auto-create a Drive Shortcut of the parent Drive folder in any destination location. If selecting this operation, complete the following steps below:

  1. For Shortcut Name, the parent folder name can be modified
    • Similar to folders, you can utilize merge fields in the shortcut name by selecting the brackets button within the field
  2. Select a Destination for the shortcut to be created in Google Drive. For more information on destination locations, see the Automate Drive Destination Locations article

This child operation allows you to link the parent-level folder to the parent Salesforce record. If selecting this operation, complete the following steps below:

  1. Select a Lookup Field to Parent Record

Update Record Field

This child operation allows you to update a field from a Salesforce record with a value of either Google Drive Folder URL, Google Drive Folder ID, Salesforce Content Document ID or Salesforce Content Version ID. If selecting this operation, complete the following steps below:

  1. Select a Field that will be updated when the automation triggers
  2. Select a Value

For more information on saving and activating your flow, see the Using Drive Connect Automation with Salesforce flows article.