Partner Resources

Why become a Drive Connect partner?

Because Drive Connect empowers you to impact clients quickly by creating processes across Salesforce and Google Drive that help them scale their business.

Integrate Google Drive with Salesforce using Drive Connect

3 ways to create customer value with Drive Connect:

  1. Link Google Drive files to Salesforce records and deliver on the promise of Customer 360
  2. Automate the creation of Google Drive folders using Record-Triggered flows
  3. Generate documents from Salesforce data to save time and reduce errors

Details

Setup

5 minutes or less

Personas

Sales, Service and Customer Success reps

Supports

Sales Cloud, Service Cloud and Platform

Industries

High Tech, Consulting, Financial Services, Real Estate, Healthcare, Life Sciences, Education and Nonprofit

Key Links

Demo Kit

  • Use Cases

    Installation & Setup

    Install the Drive Connect package into your Salesforce org. Once installation is complete, select the Configure option or navigate to the Drive Connect app via the App Launcher and select our Setup tab. Then follow these 3 steps:

    1. Connect to your Google Workspace or Gmail account
      Connect to your Google Workspace or Gmail account
    2. Add the Drive Links component to your Lightning record page(s)
      Select desired pages, then click “Add to Selected Pages” and then “Done”.
    3. Assign Licenses and Permissions
      Navigate to the 2nd step on the Drive Connect Setup tab to use our custom page to assign licenses and permission sets to your Salesforce org’s users

    For detailed steps visit our installation and configuration guide or contact us.

    Customer Stories

    "This product has allowed us to integrate Google Drive into Salesforce at a significant cost savings compared to the other systems we priced out."

    Not only has Homeward been able to successfully relate their Google Drive folders to records, they have been able to automate their complicated folder structure using Salesforce flows with standard naming conventions. This has saved countless hours of manual folder creation and let’s them focus on the important things, like selling homes!

    Homeward - Drive Connect Customer Story

    Google Slides

    "Drive Connect makes connecting Google Drive and Salesforce easy!"

    With Drive Connect, Pacaso has been able to automate their folder creation using Salesforce flows. Pacaso utilizes Shared Drives to control which subset of users can access those created folders to enforce secure practices. Drive Connect has made it easy for Pacaso to access the correct folder by displaying it directly on the record page.

    Pacaso - Drive Connect Customer Story

    Google Slides

    Additional Resources

    Get Assistance

    Help Center

    Most answers to your questions about Drive Connect setup or features can be found here in our Help Center. If you see something missing in our documentation please let us know by contacting us via this link.

    Partner Slack Channel

    If you are a system integrator or a Salesforce SE contact us here to request setting up a Slack channel with us so that we can provide you personalized support assistance with your demos and implementations.