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Google Drive Files and Folders Management

The key functionality of DriveMate is Google Drive file and folder management within your Salesforce org.

Here's an overview of the most common use cases:

  1. Associate Google Drive folders with Salesforce records - and see all files stored in Google Drive in the context of that record in Salesforce.
  2. Create, delete, and search for folders and files in the context of a Salesforce record - e.g. see all agreements and contracts stored in Google Drive from an Account in Salesforce.
  3. Automate Google Drive folder and file creation during record creation and updates - e.g. create a new folder for every new Account record in Salesforce.
  4. Manage sharing for files and folders - share Google Drive items with users, adjust access levels, and control public link access (restricted or anyone with the link) directly from Salesforce record pages.
  5. Automate file sharing in flows - use DriveMate Flow actions to share items with recipients, update permissions, and set general access as part of your business processes - e.g. grant a client viewer access to a contract folder when an Opportunity closes.
  6. Create new Google Documents/Spreadsheets/Slides directly from a record page.
  7. Upload files to Google Drive from within your Salesforce business processes - e.g. create a case using a screen flow and send the attachments to Google Drive automatically.
  8. Integrate Google Drive file and folder management into your automations - plug DriveMate into your existing Apex code and flows.