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Record-level File Management

Use this guide when you want each Salesforce record to be linked to its own Google Drive folder.

This page focuses on record-specific setup. For full component placement options, configuration modes, and complete property reference, see Google Drive Folder Component.

Prerequisites​

Make sure you have followed the setup instructions to configure the app.

For this functionality, you specifically need to create a custom field on the object to store the Google Drive folder ID - for example, to manage Google Drive files from the Account, create a custom field (e.g., GDriveFolderID__c) on the Account object. This lets you associate the Google Drive folder with a specific record.

Tip: You don't need to copy the folder ID to each record manually. You can set up automatic folder creation.

Add the "DriveMate - Google Drive Folder" component to your record pages​

  1. Open in edit mode the record page where you want to access your Google Drive files.
  2. Drag and drop the DriveMate - Google Drive Folder component to the desired location.
  3. Click on the component to display configuration properties on the right panel.
  4. Set Folder field name to the API Name of the field that stores the folder ID (for example, GDriveFolderID__c).
  5. Adjust the component properties to your needs and save your record page changes.

DriveMate Google Drive Folder component configuration

Component configuration and capabilities​

For full property reference and capability overview, see Google Drive Folder Component. Once the component is added and configured, users can manage files and folders for the current record directly from Salesforce.

DriveMate Google Drive Folder component - general usage