Google Client for Salesforce

Google Client for Salesforce replaces Salesforce Files with Google Drive while keeping the file experience inside Salesforce.

It solves a simple business problem: Salesforce is where users work, but it should not be the place where every document has to live.

Where to start

• New here? → Go to Prerequisites
• Ready to install? → Start with Install
• Ready to configure? → Continue with Setup
• Want to add components? → See Usage

Why it matters

• Lower Salesforce storage pressure
  Files are stored in Google Drive, so Salesforce stays focused on business data while users keep working from records, lists, previews, and actions.

• Cleaner document reuse
  The same Google file can be linked to multiple Salesforce records. Teams reuse the right document instead of uploading copies into every related process.

• Business context stays visible
  Files stay connected to Accounts, Cases, Opportunities, custom objects, and Experience Cloud records. Users can see where a document is used and act on it without leaving Salesforce.

• Google Drive stays organized
  Folder structures can follow users, records, or both. When a reused file is linked to another record, Google Client can place a Drive shortcut in the resolved record folder instead of duplicating the file.

• A stronger file experience inside Salesforce
  Users can upload, attach existing files, preview large PDFs and images, download in supported formats, share, manage public links, and work with versions from the Salesforce interface.

• Security follows real access paths
  Access is resolved through ownership, direct sharing, record access, internal or external visibility, public links, and every linked Salesforce record. If there is no valid access path, the file is not exposed.

• Documents become easier to understand
  Optional AI summaries and file Q&A help users understand business documents faster, while admins keep control over provider setup, prompts, and token limits.