Cirrus Can I Upload Document in Salesforce to Be Stored in Drive

ByGyanSys Inc.

Companies are getting increasingly reliant on applications such as Salesforce.com and Google Bulldoze. The ability to share data betwixt these applications enables streamlining business organisation processes. All that is needed is minor customization within Salesforce, without the need for whatsoever API and complex code.

The introduction of Salesforce Files Connect, has fabricated the process of exposing Google Drive files data to Salesforce users much simpler. Previously, this required accessing data via Google web services APIs. Files Connect provides connectors for Google Drive. One time setup and configured, external data sources can be created to permit employees access data from Google Drive in Salesforce.

What is Files Connect?

As the name implies, the nearly obvious use of Files Connect is the power to access documents stored in Google Drive from inside Salesforce. For case, a proposal document that resides in Google Drive tin can be fastened to a lead that resides in Salesforce.

Files Connect tin be setup in either Re-create Manner or Reference Manner. Re-create Mode actually stores a copy of the Google Drive document in Salesforce. If files are shared with a Chatter group, all group members can access the files, fifty-fifty if they lack admission to the document in Google Drive. In Reference Mode, a copy of the file is not stored in Salesforce and at that place is only a reference to the certificate in Google Drive. Whatsoever admission to the file in Salesforce will require that the user have access to the file in Google Drive.

The Custom Properties of Google Bulldoze tin fifty-fifty be included in Search, SOQL, and SOSL Queries, so federated searches tin can query both Google Drive and Salesforce simultaneously from any device. Google Drive documents attached to social feeds, groups or records will be included in Salesforce search results.

Files Connect Architecture Overview

Steps for Integrating Salesforce and Google Drive

The procedure starts with enabling Files connect for the Salesforce case with a consequence that culminates accessing Google Bulldoze in Salesforce. It is like shooting fish in a barrel to establish and configure the connection.

Footstep 1: Enabling Salesforce Files Connect

Go to Build->Customize->Salesforce Files->Settings->Files Connect . Or if you lot are lazy like me, y'all tin can find Files Connect in the quick notice bar. From there click on edit and enable Files Connect. In file Sharing setting select  'Copy'  or  'Reference' depending upon your business requirement as discussed above.

Step ii: User Admission Permissions for Files Connect

The next step is to prepare user permissions for Files Connect. If yous use permission sets for managing user permissions, go to Permission Ready->System Permissions->Edit, and so Select "Files Connect Cloud". Click Save.

Step iii: Creating an Auth Provider

Now nosotros need to set upwardly the auth provider.

• Go to Quick Find in setup and find Auth. Provider. Once you are there click on "New".
• One time there you would have to choose the "Provider Type". Select OpenID Connect.
• Enter the Name and URLSuffix, and for at present enter a dummy value for Consumer Key, Consumer Hush-hush, Authorize Endpoint URL as https://accounts.google.com/o/oauth2/auth?access_type=offline&approval_prompt=force , Token Endpoint URL every bit https://accounts.google.com/o/oauth2/token and Default Scopes as "openid e-mail profile https://www.googleapis.com/auth/drive".

Once you lot click salve, you lot would be directed to an Auth Provider Item screen. This screen will have necessary details similar "Callback URL". Y'all would need it for the adjacent steps.

Step 4: Configuration in Google Bulldoze

Now it's time to configure Google Drive.

• Search URL https://console.developers.google.com/project in Google.
• Create "New Project".
• Enable API "Google Bulldoze API", "Google App Market place SDK" for newly created project.
• Create a Product in "OAuth consent screen" before creating "client ID" in credential.
• Create client ID in credential, select spider web application and put "Callback URL" obtained in pace 3 in Authorized redirect URIs. Click 'Create' information technology will requite ''Client Id" and "Client Secret". Re-create "Client Id" and "Customer Underground", you would need it for next steps.

Step five: Reconfiguring Auth Provider

• Put the ''Client Id" and "Client Hush-hush" obtained in footstep 4 in "Consumer Key" and "Consumer Hole-and-corner".

Step 6: Creating External Information Source

• The next step is to create an external data source in Salesforce.
• Go to Setup->Build->Develop->External Data Source
• Click on New External Information Source. You tin can use whatever name and label you like just it's easier if you use similar names to authentication provider and other apps.
• In Blazon Select Files Connect: Google Bulldoze.
• Identity Type is Per User. Authentication Protocol is OAuth 2.0
• In Authentication Provider, click on lookup. Select the Hallmark Provider that we but created in earlier steps.
• Click Save.

At present that we accept created the external data source, we have to enable it in permission set.

Step seven: Configuring Permission Set

• Go to Permission prepare->External Information Source->Edit
• Select and add together the newly created data source to the Enabled External Data Source department.
• Click Save.

Later going through and customizing all of those, information technology'south time to test it. Select Files Tab->External Files->Google Drive. Now you can access data from Google Drive in Salesforce.

Limitations:

Here are some limitations of Files Connect –

• Yous cannot upload files directly from Salesforce to Google Drive using files connect. You lot can only access and download it.
• Some limitation of Google Drive API.
  • Requests per day 1,000,000,000
  • Requests per 100 seconds per user 1,000
  • Requests per 100 seconds 10,000

Concluding Remarks

All things considered, this is a very easy and reliable integration method. This method can exist used to connect other products like Google Apps, SharePoint App, OneDrive, etc.

Watch this space for my next post related to Salesforce Integration.

Find out how Tate & Lyle uses the Strength.com platform to focus more on their customer instead of their disparate data systems.

For more information related to Salesforce Awarding Development, contact us at info@gyansys.com

hallseent1983.blogspot.com

Source: https://gyansys.com/blog/integrating-salesforce-google-drive-using-files-connect/

Share this post