How to Integrate Salesforce & Google Drive using Files Connect?

 Posted By - Jiten Miglani

 Views - 172

  2019-02-11



How to Integrate Salesforce & Google Drive using Files Connect?

This blog on integration of Salesforce and Google Drive using Files Connect features a brief intro to the Files Connect application. It then focuses on step by step approach towards integrating Salesforce and Google drive using Files Connect application along with some of its limitations.

Introduction

Organizations are getting progressively dependent on applications like Salesforce.com and Google Drive. Sharing of data between these two applications i.e. Salesforce and Google Drive can help you to streamline and optimize the business complex processes

With the help of Salesforce Files Connect, the entire process of accessing Google Drive Files to Salesforce users has been simplified. Earlier, the same functionality required accessing data via google web services APIs. Files connect basically generates a link or connector between Salesforce and Google Drive. Once the connections are established, the external data sources can be generated so that employees can easily access all relevant data from Google Drive in Salesforce.

What is Files Connect?

Files connect is an application which enables users to gain access to all relevant documents and data that is stored in Google Drive on Salesforce platform, for example, a specification document that is stored in Google Drive can be linked to customer or lead stored in Salesforce.

Files Connect can be configured in either Copy Mode or Reference Mode. Copy Mode stores a copy of the document stored in Google Drive into Salesforce. On the off chance that files are shared with a Chatter group, all group members can get to the documents, regardless of whether they can access the same document in Google Drive. In Reference Mode, a copy of the file isn’t stored in Salesforce and there is just a reference to the document in Google Drive. Any access to the record or file in Salesforce will require authorization to the file in Google Drive.

The Custom Properties of Google Drive can be easily incorporated into Search, SOQL, and SOSL Queries, so combined searches can query both Google Drive and Salesforce at the same time from any device. Google Drive documents linked to social feeds, groups or records will be incorporated into Salesforce search results.

Steps of integrating Salesforce and google drive

Step 1: Enabling Salesforce Files Connect:

You can follow the path – Build->Customize->Salesforce Files->Settings->Files Connect Or on the other hand you can easily find the Files Connect in the quick find bar. You need to click on edit and enable Files Connect. In setting you to have to select either  ’Copy’  or  ‘Reference’ depending on your business prerequisites

Step 2: User Access Permissions for Files Connect

The subsequent step is to set up client authorizations for Files Connect. On the off chance that you use permission sets for managing user role and authorization, go to Permission Set->System Permissions->Edit, at that point Select “Files Connect Cloud” then click Save.

Step 3: Creating an Auth Provider

  • Go to Quick Find in setup and select Auth. Provider. Then click on “New”.
  • Then choose the “Provider Type”. Select OpenID Connect.
  • Enter the Name and URL Suffix, and then enter a dummy value for Consumer Key, Consumer 

Secret, Authorize Endpoint URL as https://accounts.google.com/o/oauth2/auth?access_type=offline&approval_prompt=force, Token Endpoint URL as https://accounts.google.com/o/oauth2/token and Default Scopes as “openid email profile https://www.googleapis.com/auth/drive”.

When you click save, you would be directed to an Auth Provider Detail screen. This screen will have vital details like “Callback URL“. You would require it for the subsequent steps.

Step 4: Configuration in Google Drive

  • Explore URL https://console.developers.google.com/project in Google.
  • Generate “New Project”.
  • Allow API “Google Drive API“, “Google App Marketplace SDK” for the newly created project.
  • Generate a Product in “OAuth consent screen” before making “client ID” in the credential.
  • Then create client ID in the credential, select web application and put “Callback URL” found in step 3 in Authorized redirect URIs. Then click ‘Create’ it will generate ‘’Client Id” and “Client Secret”. Copy “Client Id” and “Client Secret”, you will be needing it for the subsequent steps.

Step 5: Reconfiguring Auth Provider

  • Now you need to use the ‘’Client Id” and “Client Secret” obtained in step 4 in “Consumer Key” and “Consumer Secret”.

Step 6: Creating External Data Source

This step is to develop an external data source in Salesforce.

  • You need to go to Setup->Build->Develop->External Data Source
  • Then click on New External Data Source. You may use any name or label that you like but it will be easier if you could use similar names to the authentication provider and other apps.
  • Now in Type Select Files Connect select Google Drive from the drop-down.
  • Identity Type will be Per User and authentication Protocol will be OAuth 2.0
  • Then in Authentication Provider, click on lookup and select the Authentication Provider that you just created in earlier steps.
  • Finally, click Save.

Once you have created an external data source, you need to enable it in permission step.

Step 7: Configuring Permission Set

  • You need to find Permission set->External Data Source->Edit
  • Then finally Select and add the newly created data source to the Enabled External Data Source. 
  • Then click Save.

Step 8: Test

  • Select Files Tab->External Files->Google Drive. Now check if you can access data from Google Drive in Salesforce

Limitations of Files Connect

  • Here are a few constraints of Files Connect
  • You can’t upload documents straightforwardly from Salesforce to Google Drive with the help of Files Connect. You can just access and download it.
  • Some limitations of Google Drive API are as follows-
    • Requests per day 1,000,000,000
    • Requests per 100 seconds per user 1,000
    • Requests per 100 seconds 10,000

Conclusion

Google drive is a platform which can store piles of data on the cloud. It is very reliable and user-friendly. Since Salesforce needs data to analyze and generate reports, thus integration of Salesforce with Google drive is the requirement of many organization. Files Connect is an application which helps in integration of Salesforce with Google Drive in a simple and efficient way. Files Connect can be used to integrate Salesforce with other applications like Google Apps, SharePoint App, OneDrive, etc.