AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Drive Connect | Google Drive Integration for Salesforce

Google Drive and Salesforce integration in minutes.

Overview

See How Drive Connect | Google Drive Integration for Salesforce Works

  • GOOGLE DRIVE DOCUMENT MANAGEMENT FOR SALESFORCE Link, view, edit, and collaborate on Google Drive folders and files on any record, so your team stops switching tabs and hunting through folders to find documents.

  • AUTOMATE GOOGLE DRIVE WITH SALESFORCE FLOW Use Salesforce Flows to automatically create Google Drive folders or link documents to Salesforce records. Reduce Salesforce storage costs by automatically uploading files to Google Drive with Salesforce Flow.

  • NATIVE GOOGLE DRIVE EXPERIENCE FOR SALESFORCE Bring the Google Drive interface into Salesforce with an easy Salesforce Google Drive integration. Work in a familiar UI to access and collaborate on Google Drive files and folders without leaving Salesforce.

  • SYNC FILES BETWEEN GOOGLE DRIVE AND SALESFORCE Link Google Drive files and folders to Salesforce records and automatically upload files to Drive. Work in the tools your team already uses, with documents organized and accessible from both ends.

  • EMAIL GOOGLE DRIVE FILES FROM SALESFORCE Send email proposals, generated documents, or sales content straight from a centralized Google Drive folder with our custom Drive Connect File Send. No more time spent separately downloading and attaching files.

  • REDUCE SALESFORCE STORAGE COSTS Automatically move files and email attachments out of Salesforce into the corresponding Google Drive location. Reduce Salesforce storage costs by automatically uploading files to Google Drive with Salesforce Flow.

  • ANNUAL & MONTHLY PAYMENT OPTIONS W/ SELF-SERVICE PURCHASE MODEL Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription. Our custom payment center allows you to add or reduce licenses directly in the app.

  • NO MINIMUM LICENSE REQUIREMENT With Appiphony apps, there is no minimum to meet when purchasing licenses. Buy what your org needs, nothing more.

Drive Connect links Google Drive files and folders to Salesforce records so your team can find, view, edit and collaborate on documents without leaving Salesforce. Files live in your organization's secure Google Drive instead of Salesforce storage, so you reduce storage costs and keep security policies in place. Drive Connect works natively with Salesforce Flow to trigger automations within the click of a button. Here’s how teams use Drive Connect today: • Sales - Quotes, proposals, and contracts automatically stored in Google Drive and linked to Salesforce Opportunity records. • Nonprofits - Grant documents, donor records, and board materials organized in Google Drive and accessible from Salesforce records. • Professional Services - Client folders and project files get created automatically in Google Drive as each engagement begins. • Manufacturing - Purchase orders and quality records moved out of Salesforce storage and into proper Google Drive folders. • Migration - Replacing Salesforce Files Connect, discontinued Box, Dropbox, or reducing Salesforce file storage consumption. Get started with a free 14 day trial, or contact us with any questions!

Categories

Business Needs
Productivity
Document Management
Integration
Industries
Horizontal Product
Financial Services
High Tech
Personas
Administrator
Business User
Sales Representative / Manager
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.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile

More from Appiphony

  • by Appiphony
    Native document generation for Salesforce. Generate Microsoft 365 and Google Workspace files. Build documents with the easiest template builder in the ecosystem, and automate document generation with a no-code Flow action. Start a free 14-day trial today!
  • by Appiphony
    eSign Connect is an affordable, easy-to-use Docusign integration for Salesforce. Send documents, track envelope statuses, and save signed contracts directly in Salesforce. Start your 14-day trial and begin optimizing your signing experience!
  • by Appiphony
    Experience Connect extends the capabilities of Drive Connect and Share Connect to Experience Cloud. Securely share files with community users. Save on storage costs by automatically directing Experience site uploads to Google Drive or SharePoint.
  • by Appiphony
    Appiphony is a Product Development Outsourcer (PDO) based in Chicago, IL that designs and builds applications on the Salesforce App Cloud. We serve ISV partners by bringing modern design thinking and craftsman-level quality to everything we do.
  • by Appiphony
    Extract and map data from PDFs, Microsoft Word docs, Excel files, emails and images directly to Salesforce fields. Eliminate manual data entry, reduce errors, and turn unstructured files into searchable, reportable Salesforce data. Try 25 pages for free!
  • by Appiphony
    Native SharePoint integration and document management for Salesforce. Link and view SharePoint files and folders on records, automate folders with Flow, and reduce Salesforce storage costs. No code required. Try free for 14 days!
  • by Appiphony
    No Ratings
    With this Merge Connect extension package, generate Microsoft Word documents, PowerPoint slides, and PDFs from Agent conversations. Include dynamic Agent-authored content in documents for more personalized material. Free for Merge Connect users!