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Salesforce Files Connect

User Group for Salesforce Files Connect

Anyone here have success using Files Connect to attach files from Google Drive when in "reference" sharing setting?

 

We currently use the reference sharing setting to link "live" Drive files such as docs and sheets to records in Salesforce. However, with this setting enabled Drive files do not work as email attachments—even thought you can select the file and get a warning about sharing that file externally. If I update the sharing setting from "reference" to "copy", SF will copy the Drive file and create a duplicate File (which will be successfully attached to emails), but I can no longer reference a live Drive file if I want to store it on a record.

 

The interesting thing to note is that Drive files that were linked as a reference (rather than a copy) before I changed the sharing setting from reference to copy appear to still be listed as a reference file, although all newly created/importing Files from Drive are copies.

 

So back to my question: is it possible to use "reference" setting when linking Google Drive files to Salesforce records, but also get them to work as email attachments (presumably by copying the Drive file into Salesforce when it's sent, as happens when the "copy" setting is selected)?

 

Failing that, is there any way to remove Drive as an option when selecting a File to attach to an email when in reference mode? I'd prefer not to allow users the option of attaching a file when I know for certain that it won't be sent.

 

edit: @Neil Hayek 

3 comments
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I am trying to set up the External Data Source in Salesforce for Sharepoint Online. The help article says to choose "File Connect: Sharepoint Online" as the type. The only type I have available is Simple URL.

What am I missing?

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It is an old blog post, but I saw on this page the following road map for Box and Files Connect:

https://www.salesforce.com/au/blog/2016/03/have-a-look-inside-the-all-new-salesforce-files-connect-for-box.html

 

Any word on #2 and #3?

 

1. The ability to support both file browsing and searching in both Salesforce Classic and Lightning Experience 

2. The ability to preview file references directly in Salesforce! (Very Cool!) 

3. The ability to create new documents in Box directly From Salesforce (Um...Even Cooler!!)

3 comments
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Hello,

As I understand it, Salesforce no longer supports Files Connect with Sharepoint On-premise.

What are the options & experiences of others that have needed to integrate Sharepoint On-premise files with Salesforce now that this is no longer an option? 

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@Salesforce Files Connect @Salesforce Files  I have a Customer that has integrated to SharePoint from their SF Customer Community.  They are able to view these files without any additional licensing.  They have found that to allow full CRUD access they would need to procure External SharePoint licenses.  What would be a some solution options they could explore that would not require them to take on the expense of these additional External Licenses, that would get them CRUD access?  

 

Thanks in advance for you thoughts!

3 comments
  1. Jun 17, 2020, 1:17 AM
    I know that this post is rather dated, but I was asked recently how best to share large files with a customer community. I figured I'd ask this group if Sharepoint/OneDrive would be a viable option these days. The customer just needs to be able to download a large file (bigger than 2GB). Would be great if you could provide any cost info associated with building this type of solution. @* Experience Cloud * @* Experience Cloud - Best Practices *
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If you have Google Apps enabled in your org and still use the legacy "Google Docs, Notes, & Attachments" related list I encourage you to explore newer, more feature-rich options with Files Connect for Google Drive and leveraging all the benefits of Salesforce Files. Check my latest blog post for easy steps to migrate.

Convert GoogleDoc records to Salesforce Files

2 comments
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Has anyone found a workaround for allowing Files Connect to work with a GSuite Account that uses Team Drive? It looks like this is not possible right now, but I'm curious what we can do in the meantime.

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Here is the link to the latest Release Webinar of S-Drive. Here is the rundown:

- With the help of file shortcuts, link a file with multiple records in @* Service Cloud *,

- Leverage the new drop zone to drag a file for upload instantaneously in @* Sales Cloud - Getting Started *,

- Integrate other software apps using REST API that comes handy for the ones struggling with @Salesforce Files Connect or @Salesforce Files in general,

- Introduce the first ever HIPAA compliant document management on @* Salesforce Health Cloud * and

- Use software product delivery lightning bolt solution for @* Experience Cloud *.

 

To learn more, pls check https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001SWUTEA4

S-Drive 2.3 Release Webinar

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I posted a question elsewhere in the community, and was pointed to this group. 

 

I am investigating implementation of files connect to link SF and our google drive - we use g suite for our business. My particular concern is access - to limit user access to only Salesforce related documents, can we limit the integration to a single team drive? 

success.salesforce.com

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