This post will walk you through the implementation to attach Google Docs in Salesforce with an example. Usually, we can assign most of the files on the record in the Files or in the Notes and Attachment section. But sometimes, we might need to attach the Google Documents in Salesforce on the particular records. If that is the case, you are at the right place.
Let’s get into the implementation.
Activate Google Apps
First, we need to activate Google Apps in Salesforce. Go to Setup, type Google Apps and click on Google Apps Settings under the Google Apps menu.
If you do not have the Google Apps enabled in Salesforce, click Edit and add the Google Apps Domain. If you have a Google Business account, you need to enter your business domain. You can also try with your personal Gmail, add gmail.com and click Save.
Then, you will be able to see all the Google App Services available in Salesforce.
Click on the Edit link for the service Add Google Docs to Salesforce.com. It will show you the Terms of Use.
Click on the I agree checkbox. Make sure the Active checkbox is checked and then, click Save.
Once the page is saved. Navigate to any object record which has Notes & Attachments Related List added to the Page Layout. The name of Notes and Attachments Related List is changed to the Google Docs, Notes, and Attachments. And a new button will be there with the name Add Google Doc.
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Add Google Docs button in Salesforce
In order to attach a Google Doc in Salesforce, click on Add Google Doc button, and provide any Name and URL of the document. Click Save. You can get the URL of the Google Doc from your Google Drive.
Once the record is saved, it will be displayed in the same Related List as below:
We can click on the View link to open the Google Document in Salesforce in the new tab. This is how we can attach Google Docs in Salesforce.
The only limitation of this feature is that it is only available in Lightning. But no worries! My next post will be about the complete implementation of how to use Google Docs in Salesforce in Lightning? So if you don’t want to miss the new implementation, please Subscribe Here.
Also Read:
If you want to check the implementations of more out-of-the-box features of Salesforce, you can check it here. If you want to check more implementation tips of Google Docs in Salesforce, check the official Salesforce documentation here.
See you in the next implementation, thank you!
