Salesforce Different industries can use Google Drive integration with Salesforce for various purposes. Let’s look at some common Google Drive integration scenarios with Salesforce. This integration can be used to share photographs from internal company events. “Where are the photos?” is a common question after an event. It’s challenging to keep all of the photos taken by different people in one place. Everyone has access to the organization’s Google Drive repository’s credentials. Here, Salesforce comes into play, and it can be used to upload photos to the company’s Google Drive without requiring Google Drive credentials. Read more: https://www.awsquality.com/7-steps-to-integrate-salesforce-with-google-drive/

1. 7 STEPS TO
INTEGRATE
SALESFORCE WITH
GOOGLE DRIVE
By AwsQuality

2. • Google Drive to Salesforce Gdrive Integration power is extended to your
CRM through integration. It allows for real-time synchronization and the
optimization of complex business processes. Instead of wasting time on
manual tasks, users can spend more time building relationships with
customers. Adding Sheets, Docs, and Slides to a Salesforce opportunity,
account, or customer contact enables team collaboration in the context of the
customer. Various industries require Google Drive and Salesforce
Integration because Salesforce analyses data and generates reports.

3. GOOGLE DRIVE INTEGRATION WITH
SALESFORCE USE CASES
• Salesforce Different industries can use Google Drive integration with
Salesforce for various purposes. Let’s look at some common Google Drive
scenarios with Salesforce. This integration can be used to share photographs
from internal company events. “Where are the photos?” is a common
question after an event. It’s challenging to keep all of the photos taken by
different people in one place. Everyone has access to the organization’s
Google Drive repository’s credentials. Here, Salesforce comes into play, and it
can be used to upload photos to the company’s Google Drive without
requiring Google Drive credentials.

4. • Let’s look at another scenario. A project is in progress in your organization,
and all project files are stored in a Google Drive repository. Only the Google
Drive repository’s credentials are available to the project manager. The team
members want to add files to the Google Drive repository. There are two
ways to do this: [a] they upload the files to their Google Drive repository and
share the folder links with the project manager, which they don’t have
because they upload the files to their Google Drive database and share the
folder links with the project manager; or [b] they upload the files to their
Google Drive repository and share the folder links with the project manager.
Opening the links received by each member and uploading the files to the
common G drive repository will become a time-consuming and irritating task
for the project manager. Salesforce can be used to upload data to the
organization’s Google Drive without requiring Google Drive credentials.

5. THE ADVANTAGES OF GOOGLE DOCS
INTEGRATION WITH SALESFORCE
1.Synchronization in real-time: Any changes made to a file will be reflected
immediately on both platforms. The synchronization is two-way.
2.Cost-cutting: Salesforce has limited storage, whereas G Drive has plenty.
Industries that require large files associated with salesforce objects can save
money by not purchasing the costly salesforce storage.
3.High-level data protection: Salesforce and Google Drive Integration is
highly secure and offers multi-level data security.
4.Efficiency: Google Docs, Sheets, and Presentations do not need to be
downloaded first and then uploaded to Salesforce. It allows the user to save a
significant amount of time.

6. HOW TO INTEGRATE SALESFORCE
AND GOOGLE DRIVE
You can Connect Google Drive to Salesforce with Files Connect in just seven
easy steps.
The steps for setting up Salesforce Google Drive Integration in a seamless
manner are as follows:
• Step 1: For the Salesforce instance, enable Salesforce Files Connect.
• Select Build->Customize-> Salesforce Files-> Settings-> Files Connect from
the drop-down menu. Select ‘Reference’ or ‘Copy’ in the File Sharing setting,
depending on your business needs.
• Step 2: Configuring User Authorization
• Go to “Permission Set-> System Permissions-> Edit and select “Files Connect
Cloud” to use Permission Sets to set up User Access Permissions.
• Click Next to proceed to the next step. Save.

7. • Step 3:Create anAuthentication Provider
• To create an Auth Provider, go to Setup > Quick Find and look forAuth Provider.
• Select “New” from the drop-down menu, then “ProviderType.” ChooseOpenID Connect from the
Connect from the drop-down menu.
• Fill in the Name and URL Suffix fields.Give the Consumer Secret and Consumer Key dummy values.
Key dummy values.
• To go to theAuth Provider Detail Screen, click the Save button.This screen contains information
contains information such as the “Callback URL” required in the following steps.

8. +
• Step 4:Google Drive configuration
• Create a “New Project” at https://console.developers.google.com/project to configure Google
configure Google Drive.
• For the newly created project, you must enable “GoogleApp Marketplace SDK” and “Google
SDK” and “Google DriveAPI.”
• Before creating the “Client ID” in the credential, create a project in the “OAuth Consent
Consent Screen.”
• Finally, in a credential, create a Client ID. InAuthorized Redirect URIs, select the web
the web application and paste the “Callback URL” obtained in the previous step.To make the
step.To make the “Client Secret” and “Client ID,” click the “Create” button. Copy these because
Copy these because you’ll need them for the next step.

9. • Step 5:Auth Provider Reconfiguration
• Place the “Client Secret” and “Client ID” from the previous step in the “Consumer Secret” and
“Consumer Secret” and “Consumer Key” fields, respectively.

10. • Step 6:Creating an external data source.
• Go to Setup->Build->Development-> Source of External Data
• Select the option to create a new external data source.You can use the label and name you
and name you want, but names are easier to remember, like authentication providers and
providers and other apps.
• Choose Files Connect:Google Drive underType.The Authentication Protocol is OAuth 2.0, and
is OAuth 2.0, and the IdentityType is Per User.
• Click Lookup in the Authentication Provider and select the Authentication Provider created in
Provider created in the previous steps.
• To create the External Data Source, click Save.The following step is to enable it in the
it in the permission set.

11. • Step 7: Permission Set Configuration
• Select Permission Set-> External Source-> Edit from the drop-down menu.Add and select the
Add and select the newly created data in the Enabled External Data Source section.
section.
• To continue, click the Save button.
• After you’ve customized it and completed all of the preceding steps, you must test the
must test the connection.Go to the Files tab, then External Files, thenGoogle Drive. Check to
Drive.Check to see if you can use Salesforce to access data from Google Drive.
Drive.

12. UNDERSTANDING FILES CONNECTS
LIMITATIONS FOR GOOGLE DOCS
SALESFORCE INTEGRATION
• The following are some drawbacks to using Files Connect for Salesforce
Integration With Google Drive Using Rest API:
• You can’t upload files directly from Salesforce to Google Drive Integration.
It is only accessible and downloadable.
• Using the Google Drive API, you can only make 10,000 requests every 100
seconds or 1000 requests per user.

13. CONCLUSION
• Before getting into the information about the integration process, this blog
provides a brief introduction to Salesforce Google Drive. This includes the
features and advantages of the two tools at hand. It also covers the benefits
of this integration and the drawbacks of using Files Connect to set up Google
Docs Salesforce Integration. Extracting complex data from diverse data
Salesforce and Google Drive to conduct an insightful analysis can be difficult,
but AwsQuality comes to the rescue!
Original Content: 7 Steps to Integrate Salesforce with Google Drive

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