Salesforce + Google Drive : The Power Couple Your Workflow Deserves
Salesforce storage costs can rise quickly as organizations upload proposals, contracts, and case documents. G Drive Connect provides a smarter solution by storing files in Google Drive while keeping them accessible directly from Salesforce.
G Drive Connect
Manage Salesforce Files with Google Drive
G Drive Connect is a Salesforce integration that connects Salesforce records with Google Drive storage.
Instead of storing files inside Salesforce, the solution stores documents in Google Drive while maintaining a link within Salesforce. This allows users to upload, view, and manage files from Salesforce while benefiting from Google Drive’s storage capacity and collaboration features.
The integration works across standard Salesforce objects such as:
- Accounts
- Leads
- Opportunities
- Cases
- Quotes
- Custom Objects
39K+ Happy clients all over world.
Automatic Folder Creation
G Drive Connect automatically creates structured folders in Google Drive based on Salesforce records. Each customer, opportunity, or case can have its own folder, keeping files organized and easy to access.
Direct File Upload from Salesforce
Users can upload files directly from Salesforce record pages. The files are stored in Google Drive and automatically linked to the corresponding Salesforce record without any delay and make your work in efficient manner.
Bulk File Migration
Existing Salesforce files can be migrated to Google Drive in one go. This helps organizations reduce Salesforce storage usage effectively while maintaining document access.
File Linking in Salesforce Records
Uploaded documents are linked to Salesforce records through Salesforce Files, allowing users to view and access documents without leaving the platform.
Seamless Salesforce Integration
The solution uses Lightning Web Components (LWC) to integrate directly into Salesforce record pages, allowing users to upload and manage files within their existing workflow.
Omnichannel Coordination
Ensure consistent communication across channels by maintaining a unified view of customer interactions without losing the single amount of data for enhanced insights.
G Drive Connect
What G Drive Connect Can Do
Our mission is to empower businesses of
thrive in solutions
01.
Reduce Salesforce Storage Costs
Salesforce storage can become expensive as file volumes increase. By storing files in Google Drive, organizations can significantly reduce Salesforce storage usage.
02.
Centralized File Access
All documents remain linked to Salesforce records, enabling teams to access relevant files directly from customer accounts, opportunities, or cases.
03.
Better File Organization
Files are automatically structured in Google Drive folders based on Salesforce records, improving document organization and accessibility.
04.
Improved Collaboration
Google Drive enables teams to collaborate on documents, share files securely, and manage document versions while maintaining CRM visibility.
05.
Scalable File Storage
Google Drive provides scalable cloud storage, allowing organizations to manage large volumes of documents without worrying about Salesforce storage limits.
G Drive Connect
Two Platforms, One Seamless Workflow
Users can upload documents directly from Salesforce records including accounts, opportunities, and cases.
G Drive Connect automatically stores files in the appropriate Google Drive folders based on Salesforce records.
File links are automatically associated with Salesforce records, allowing users to access documents directly within Salesforce.
G Drive Connect supports file management across standard and custom Salesforce objects including Accounts, Leads, Opportunities, Cases, Quotes, and Custom Objects.
Start Using G Drive Connect
Simplify document management in Salesforce while leveraging the scalability of Google Drive.
