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.
How It Works¶
A user uploads a file to a Salesforce record exactly as they always have. The file is stored in Google Drive, and Salesforce keeps only a lightweight pointer to it. Back on the record, that file looks and behaves like a native Salesforce file — it can be previewed, shared, versioned, downloaded, and linked to other records without anyone leaving Salesforce or needing to know where the document physically lives.
Why It Matters¶
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Storage pressure disappears
Documents live in Google Drive, so Salesforce stays focused on business data instead of filling up with attachments.
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One file, many records
The same Google file can be linked to several Salesforce records, so teams reuse the right document instead of uploading a copy into every process — and can see everywhere it is used.
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Google Drive stays organized
Folders can follow users, records, or both. Reused files get a Drive shortcut in the right folder rather than a duplicate.
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A real file experience
Upload, attach existing files, preview large PDFs and images, download in another format, share, manage public links, and work with versions — all inside Salesforce.
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Access follows real paths
Ownership, direct sharing, record access, internal or external visibility, and every linked record are all resolved together. If there is no valid path to a file, it is not exposed.
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Documents explain themselves
Optional AI summaries and file Q&A help people understand a document without reading all of it, while admins keep control of the provider, prompts, and cost.
Where to Go Next¶
| If you want to | Go to |
|---|---|
| See the whole path from install to live, in order | Getting Started |
| Check your org and Google account are ready | Prerequisites |
| Install or upgrade the package | Install & Upgrade |
| See what it can do | Features |
| Change how files are stored or shown | Settings |
| Understand how access is decided | Security |
| Fix something that is not behaving | Known Issues · FAQ |
| See what changed in this release | Changelog |