Prerequisites

Before you begin

You’ll need:

• A Salesforce org where you can install unlocked packages
• Access to your own Google Cloud project and an administrator who can create a service account and activate the APIs.
• Basic command-line tools for certificate generation (includes: OpenSSL, Java JDK, jq)

What you’ll set up

1. Install the required dependency packages and the Google Client package (click here)
2. Create a Google Cloud Service Account and enable the necessary APIs (click here)
3. Generate a JKS certificate and upload it to Salesforce (click here)
4. Assign the Google Cloud Client Admin permission set (click here)
5. Open the Google Client app (click here)
6. Configure Google Workspace connection — make sure Google Drive is selected (click here)
7. Assign the Google Cloud Client User permission set to users (click here)
8. Optional: Connect Gemini API or Agent Platform to enable document summaries and file Q&A (click here)

Once configuration is complete, refer to the Usage section to understand which features are available in the Lightning Experience and Experience Cloud. Any additional manual steps required for Experience Cloud are also mentioned there.