A XYZ company is an Accounting firm which manages many clients (Account). Currently, all the files or attachments of all the accounts are stored in Salesforce and accounting person manually download the files/attachments and upload them on Google Drive Account.
- Is there a way to automatically upload the files or attachments from Salesforce to Google Drive (whenever it is created in Salesforce)?
- Can we automatically access the Google Drive files directly in Salesforce without logging into Google Drive account?
As Files or Attachments of any object’s record can be “Auto-Synced” to “Google Drive” account, so we need to perform below steps to Configure “Auto-Sync” functionality using File ZIPO:
Step 1: Add or Configure a new Google Drive Account in File ZIPO
Step 2: Define the objects which needs to be Auto-Synced across Salesforce & Google Drive
Step 3: Add the FileZIPO Sync Component on the Object’s record page to access Sync records