Skip to main content

Google Cloud Console Configuration

Google Cloud Console configuration is one of the steps you need to complete to connect Google Drive with your Salesforce org. This page describes the process in detail.

Prerequisites​

RoleWhat you needWhy
Google Workspace AdminAbility to create projects and credentialsTo register the Google Drive application
Salesforce AdminPermission to edit Named Credentials and manage packagesTo connect Salesforce to Google Drive

Tip: Keep two browser tabs open - one for Google Cloud Console and one for Salesforce Setup - to speed up copy‑and‑paste steps.

Create a Google Cloud Project​

  1. Sign in at console.cloud.google.com.
  2. Click ☰ Navigation menu › IAM & Admin › Create a project.
  3. Fill the form:
    • Project name: DriveMate
    • Organization / Location: your organisation domain
  4. Click Create, then Select project from the toast.

Enable the Required Google APIs​

DriveMate uses three Google APIs. Enable all of them for your project:

  1. Click ☰ Navigation menu › APIs & Services › Library.
  2. Search for Google Drive API, select it, and click Enable.
  3. Repeat the search-and-enable step for Google Docs API and Google Sheets API.

Note: All three APIs are required for a new install of DriveMate 4.0 or later. Google Docs API powers the document generation module (introduced in DriveMate 3.0) and Google Sheets API powers the sheets integration module (introduced in DriveMate 4.0).

Credentials Creation​

  1. After enabling the APIs, click Create Credentials.
  2. Select User Data › Next.
  3. Fill in App Information:
    • App name: DriveMate
    • User support email: select from list
    • Developer contact info: your email
  4. Click Save and continue.
  5. Select Scopes:
    • Click Add or remove scopes.
    • Search Google Drive API, tick …/auth/drive.
    • Search Google Docs API, tick …/auth/documents.
    • Search Google Sheets API, tick …/auth/spreadsheets.
    • Click Update.
  6. Click Save and continue.
  7. Choose OAuth Client ID as Web Application:
    • Name: DriveMate
  8. Under Authorized redirect URIs > + Add URI, add each line:
    • https://login.salesforce.com/services/extidp/callback
    • https://test.salesforce.com/services/extidp/callback
  9. Click Create › Done.
  10. Go to Credentials › DriveMate.
  11. Copy the displayed Client ID and Client Secret for use in Salesforce.

Tip: If you need to get the Credentials later, you can simply access the Google Cloud Console › APIs and services › Credentials › DriveMate.

Connect Google Drive to Salesforce​

  1. In the App Launcher, search for DriveMate Setup .
  2. Under Configure Google Drive Integration, paste Client ID and Client Secret.
  3. Click Save and finish the remaining setup steps.