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CV Files | Google Drive, OneDrive Integration, Document and File Management

Google Drive, Shared Drive and OneDrive Files and Document Management

Overview

CV Files supercharges Salesforce with Google Drive & OneDrive integration – link, upload, and automate file management in one place without using Salesforce storage. Try it free for 15 days – includes automation and access for 50 users!

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See How CV Files | Google Drive, OneDrive Integration, Document and File Management Works

  • UPLOAD FILES & LINK EXISTING DRIVE FILES & FOLDERS 1. Instantly attach any existing Google Drive file or folder to any Salesforce record—no uploads or duplicates. 2. Drive permissions stay intact while the asset becomes searchable inside Salesforce.

  • FOLDER AND FILE CREATION 1. Create sub-folders from Salesforce within your folder structure 2. Automate folder creation via Flows based on object or record type 3. Link existing Google Drive files or folders to any record—no re-upload needed

  • Supports All Standard & Custom Objects Compatible with all Salesforce standard objects, custom apps on Force.com, and AppExchange solutions.

  • SINGLE SOURCE OF TRUTH Say goodbye to scattered files—CV Files links all documents to Salesforce records so your team finds everything in one place, eliminating time wasted searching across Google Drive, OneDrive.

  • Save on Salesforce Storage & Time 1. Offload file storage by auto-uploading documents to Google Drive or OneDrive—minimize reliance on costly Salesforce storage. 2. Automate everything—create folders, rename, move and upload files using Salesforce Flows.

  • INTEGRATE WITH MY DRIVE/SHARED DRIVE/ONE DRIVE 1. Connect with both Google Drive and OneDrive based on your business needs. Easily access, organize, and manage your files without switching platforms. 2. Choose the cloud storage that suits your workflow.

  • MULTI-USER LOGIN 1. Users log in with their Google account to manage Drive files with personal or role-based access. 2. Users can manage their files independently, and—with proper access—preview, rename, download, or edit files directly in Salesforce.

  • ALLOW LOGIN ONLY WITH THE COMPANY DOMAIN 1. Restrict users from logging in only via the company domain, OR opening it to every Google User in your company. You Decide. 2. Control Default Access to Editor, Commenter or Viewer

  • MISC 1. Compatible with Community, Partner, and Experience Cloud—supported in legacy versions only. 2. No Minimum License Requirements 3. Monthly and Annual Payment Plans

CV Files – Google Drive & OneDrive Integration for Salesforce Smart File Management. Lower Costs. Better Collaboration. Smarter Workflows. Files are scattered across Salesforce, Google Drive, OneDrive, and desktops. Teams waste time searching and risk hitting expensive Salesforce storage limits. A seamless integration that connects Google Drive, Shared Drive, and OneDrive to Salesforce— now with powerful automation to reduce manual effort and streamline operations. 1. Link cloud folders to any Salesforce record 2. Upload documents directly to Drive or OneDrive 3. Share files with clients or internal teams securely 4. Auto-create folders based on object or record type 5. Set default folders for faster file access 6. Automate file and folder actions triggered by Salesforce Flows or record updates. 7. Auto-upload files from Salesforce to Google Drive.

Categories

Business Needs
Collaboration
Document Management
Accounting
Industries
Horizontal Product
Financial Services
Media & Entertainment
Personas
Administrator
Business User
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder

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