It is easy to establish and configure the connection. The process starts with enabling Files connect for the Salesforce instance with a result that culminates accessing Google Drive in Salesforce. Google Drive documents attached to social feeds, groups or records will be included in Salesforce search results.įiles Connect Architecture Overview Steps for Integrating Salesforce and Google Drive
The Custom Properties of Google Drive can even be included in Search, SOQL, and SOSL Queries, so federated searches can query both Google Drive and Salesforce simultaneously from any device. Any access to the file in Salesforce will require that the user have access to the file in Google Drive. In Reference Mode, a copy of the file is not stored in Salesforce and there is simply a reference to the document in Google Drive. If files are shared with a Chatter group, all group members can access the files, even if they lack access to the document in Google Drive. Copy Mode actually stores a copy of the Google Drive document in Salesforce. For example, a proposal document that resides in Google Drive can be attached to a lead that resides in Salesforce.įiles Connect can be setup in either Copy Mode or Reference Mode. What is Files Connect?Īs the name implies, the most obvious use of Files Connect is the ability to access documents stored in Google Drive from within Salesforce. Once setup and configured, external data sources can be created to allow employees access data from Google Drive in Salesforce. Files Connect provides connectors for Google Drive. Previously, this required accessing data via Google web services APIs. The introduction of Salesforce Files Connect, has made the process of exposing Google Drive files data to Salesforce users much simpler. All that is needed is minor customization within Salesforce, without the need for any API and complex code. The ability to share information between these applications enables streamlining business processes.
Companies are getting increasingly reliant on applications such as and Google Drive.
0 kommentar(er)
