How to Create a Folder in Google Drive When an Account is Registered in Salesforce

By integrating Salesforce with Google Drive, it is expected that the management of accounts will become more efficient.
When a new account is registered in Salesforce, an account folder is automatically created in Google Drive.
This facilitates the organization and sharing of documents, reduces manual work, prevents human errors, and leads to improved accuracy and speed of operations.
As a result, centralized folder management and information sharing among teams become easier, leading to overall productivity improvement, which is a major attraction of this integration!

In this article, we will introduce in detail the specific benefits and integration methods of this integration, including images.

Recommended for

Those who use Salesforce and Google Drive
Those considering integrating Salesforce and Google Drive to improve operational efficiency
Those looking to enhance folder management accuracy by integrating Salesforce and Google Drive
Those utilizing Salesforce and Google Drive integration for customer management

For those who want to try it immediately

In this article, we introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily implement it.
You can start immediately using the template below, so please give it a try!

[What is Yoom]

How to Create a Flow Integrating Salesforce and Google Drive

Let's create a flow together using a template to "Create a folder in Google Drive when an account is registered in Salesforce"!

Before You Begin

First, if you don't have a Yoom account, please issue one from the Yoom Account Issuance Page. You can start right away!
Also, please check Getting Started with Yoom for basic operations.

Step 1: Register Salesforce and Google Drive in My Apps

(1) After logging into Yoom, select "My Apps" in the left column and click "+ Add".

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(2) From the new connection list in My Apps, click Salesforce.
(3) The Salesforce login screen will appear.
Enter your "Username" and "Password" and click login.

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(4) Click "Allow" on the access confirmation screen.
For detailed registration of Salesforce in My Apps, please refer to the following site.‍

How to Register Salesforce in My Apps‍

(5) Next, integrate Google Drive. Click Google Drive from the new connection list in Yoom, just like in (1).
(6) Click "Sign in with Google" to move to the account selection screen. Please log in with your account.

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Now the registration of Salesforce and Google Drive in My Apps is complete.
Next, let's set up the trigger using the template!

Step 2: Set Up App Trigger

(1) We will use the template introduced earlier. Click "Try it" on the banner below.

Click on "When a new record is registered in the account object" in the app trigger.

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(2) From the "Select Integration Account and Action" screen in Salesforce, check if there are any errors in the account information to be integrated with Salesforce.
Keep the trigger action as "When a new record is registered in the account object" and click "Next".

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(3) From the "API Connection Settings for App Trigger" screen, select the trigger interval from the dropdown.
* You can select the trigger interval at 5, 10, 15, 30, or 60 minutes.
* Please note that the shortest trigger interval varies depending on the plan.
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Once you have completed entering the My Domain URL, click "Test".
If no error occurs, click "Save" at the bottom.

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Step 3: Integrate with Google Drive

(1) Next, integrate with Google Drive.
Click "Create Folder".

(2) From the "Select Integration Account and Action" screen in Google Drive, check if there are any errors in the account information to be integrated with Google Drive.
Keep the action as "Create Folder" and click "Next".

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(3) From the "API Connection Settings" screen, select the folder name from the output.

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You can select the folder ID from the candidates.
Once you have completed the input, click "Test", and if no error occurs, click "Save" at the bottom.

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(4) Finally, click "Turn ON Trigger".

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This completes the flow bot "Create a folder in Google Drive when an account is registered in Salesforce".

Other Automation Examples Using Salesforce and Google Drive

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Salesforce and Google Drive.
All of them can be used with simple settings, so if there's anything you're interested in, please give it a try!

Other Automation Examples with Salesforce and Google Drive

You can save files to Google Drive when the status changes in Salesforce, or store uploaded files in Google Drive and send them via email apps.
Additionally, you can upload documents received through forms and send notifications.

Automation Example Using Google Drive

Classify form and email attachments and store them in Google Drive folders

Email attachments can be automatically organized and saved using AI tools, reducing manual work.

Create a Folder in Google Drive When Information is Registered

When information is registered, a new folder is automatically created in Google Drive, allowing you to manage folders in an organized manner without needing to access Google Drive.

Notify When a File is Uploaded to Google Drive

This is a flow bot that notifies you when a file is uploaded to Google Drive.

Automation Example Using Salesforce

Generate Documents from Salesforce Opportunity Information

This is a flow bot that generates documents from the Salesforce opportunity page.

Receive and Notify Salesforce Reports Daily

This eliminates the hassle of manually obtaining and sharing reports, leading to improved work efficiency.

Save files when status is changed in Salesforce

When status is changed in Salesforce, related files are automatically saved to the storage service, which may reduce the work of creating and storing files.

Benefits of Integrating Salesforce with Google Drive

Benefit 1: Easier to Find Necessary Data!

By integrating Salesforce with Google Drive, you can automatically create corresponding folders on Google Drive every time a new account is registered.
This integration allows you to centrally manage folders for each account, making it clear where information is organized and stored, making it easier for team members to find the necessary data.
As a result, it is expected that folder searches and sharing among teams will become easier, improving work speed.

Benefit 2: Prevention of Human Error through Automation

By integrating Salesforce with Google Drive, folder creation is automated, reducing the risk of human error. Mistakes associated with manual folder organization and classification are reduced, preventing the loss of important documents or saving them in the wrong place. As a result, automation improves work efficiency, allowing more time to focus on other important tasks, which is expected to enhance overall productivity.

Conclusion

Integrating Salesforce with Google Drive seems to streamline account information management, potentially improving the speed and accuracy of operations!
Not only does it make file organization easier, but it also facilitates smooth information sharing within and outside the team, and the reduction of manual tasks is expected to reduce errors.

Salesforce is an app available only with the Team Plan and Success Plan, but by applying for a two-week free trial from the form below, you can use restricted apps.
Please give it a try!

Free Registration for Yoom