?? Seamless Google Drive & Salesforce Integration for Enhanced Efficiency & Reduced Cost ??

?? Seamless Google Drive & Salesforce Integration for Enhanced Efficiency & Reduced Cost ??

GOAL

  • Tired of switching between platforms to manage documents and data? With Google Drive integrated into Salesforce, you can now streamline file management, improve collaboration, and enhance productivity—all in one place! Whether it's syncing files or automating document workflows, this integration boosts performance for teams of all sizes.
  • Salesforce File Storage is pretty costly after reaching the standard limit and average in overall user experience. Google Drive is free/cheap and more manageable than Salesforce Files.

Demo

Use Case

  • In given example, we are showing how we have linked a Google Drive Folder with an Opportunity in Salesforce.
  • Sales Rep can create a folder for each Opportunity separately and browse and upload files likewise.
  • Each Sales Rep uses their dedicated Google Drive login.

Watch here


Technical Steps

  • Authorization using oAuth 2.0.
  • Use LWC and Apex code harness the power of Google Drive REST API.

Code

Please find here Github repo of codebase shown in this demo: https://github.com/ayub-ansari/GoogleDriveFileManagementFromSalesforce

Final Words

  • The code is given above can be used to build any kind of business requirement to integrate with Google Drive, please extend the code and like this article, follow us here.
  • If you need any help setting up such integration ensuring integration best practices, please feel free to reach us out here: [email protected].

#Salesforce #GoogleDrive #Integration #Efficiency #CloudSolutions




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