How To Use Google Docs in Salesforce?
In this blog, you will learn how you can use google docs in salesforce with an example.
Follow below simple steps to activate google services
- Navigate to Setup
- Search for Google Apps
- 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 else you can also try with your personal Gmail, add gmail.com and click Save.
- You will see all the Google App Services available in Salesforce.
- Now, 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.
- Click Save.
- 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.
Follow below simple steps to attach a Google Doc in Salesforce
- In order to attach a Google Doc in Salesforce, click on Add Google Doc button.
- Provide any Name and URL of the document.
- Click Save.
Note:
- You can get the URL of the Google Doc from your Google Drive.
- We can click on the View link to open the Google Document in Salesforce in the new tab.
Limitation:
The only limitation of this feature is that this is only available in Salesforce Classic.
Demo
Posted By :
Date :
Date :
Follow Us