Can I send a Google Doc as an attachment?
To email a doc directly from Google Docs: Click File > Email as attachment. You can enter a recipient’s email address, create a subject line, and write a message. Click the drop-down menu in the bottom-left to choose the file type for your attachment.
How do I add Google Docs to Salesforce lightning?
In Salesforce Classic Setup, enter Google Apps Settings in the Quick Find box, then select Google Apps Settings. Click Edit next to the Add Google Docs to Salesforce option in the Activate Google Apps Services list. Select Activate . Read and indicate whether you agree to the Terms of Use.
Why can’t I send a Google Doc as an attachment?
From the Gmail interface, you can only send Google Docs as links, not as attachments. If you want to send as an attachment, you will need to go the the Docs editor. From there, you can either download the document in an offline format or you can send it as an attachment in offline format.
How do I upload a Google Doc to Salesforce?
Add a Google Doc to a Salesforce Record
- Open a case, opportunity, or other record.
- On the Google Docs, Notes, & Attachments related list or the Google Docs & Attachments related list, click Add Google Doc.
- Enter the name of the Google doc.
- Enter the Google doc URL.
- Click Save.
How do I add Google Drive to Salesforce?
In the Object picklist, select Google Drive. Select a tab style or upload your own icon. Complete the setup by assigning the tab to the appropriate Profiles. Users will now be able to add Google Drive files to Salesforce Files. They will also be able to create list views of Google Drive files in the Google Drive tab.
How to set up Files Connect for Google Drive?
While still in the Files Connect Google Drive project, click the Create Credentials button. Select OAuth client ID. Click the Configure consent screen button. In the consent screen, under Application Type, select Internal. Give the application a name, such as Files Connect for Google Drive.
How do I enable Files Connect in Salesforce?
Enable Files Connect with the following settings: In Salesforce Setup, search on the word permission. Click Permission Sets. Create a new permission set named Files Connect. Leave the License field value as None. In the Permission Set, select System Permissions.