How to Integrate Document Management System with Salesforce using Salesforce Files Connect
Surface files from Google Drive, SharePoint, Quip or Box inside Salesforce
With Files Connect, Salesforce users can access, share, and search files stored externally (in systems like Google Drive, SharePoint, Quip or Box) from inside Salesforce. Setup process to connect to each external data source is different and it varies by each data source.
Google Drive is most common use case for Files Connect as lot of small and medium size organizations are using Google suite of business apps to run their business. Hence, for the purpose of this blog post, I’ll walk you through how to connect to Google Drive using Files Connect. Once connected, you can use your Google Drive files in Salesforce to attach to records and share with your colleagues.
There are two important points that you need to note with regards to Salesforce Files Connect
Salesforce Spring ’20 Release is around the corner. By 14th February 2020, it will be released in production environment all around the globe. Here are 8 ways in which you can familiarize yourself with the new features and functionalities introduced in Salesforce Spring ’20 release.
(This guide was first published in January 2019. It was last updated in January 2020 based on the Salesforce Exam Guide as of Winter ’20 Release)
(This guide was first published in January 2019. It has now been updated based on the Exam Guide as of Salesforce Winter ’20 Release)