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Configure Google Workspace

This guide walks through configuring the Google Workspace (Drive) connection inside the Google Client app. This is the minimum required integration, it enables all file management features: upload, preview, sharing, versioning, and folder structure automation.

Note

Haven't installed the package yet? Start here: Install & Upgrade

Before you begin

Before configuring the application, the administrator must grant themselves access to the app.

Step 1: Assign Admin Permissions

  1. Assign the Google Cloud Client Admin permission set to your user.
  2. This permission grants access to the Google Client application and configuration features.

Step 2: Open the Google Client Application

After permissions are assigned:

  1. Open the Google Client application from the App Launcher.
  2. You will land on the Home page, which displays:
  • Current configuration status
  • Authentication setup details
  • Validation messages for missing or incomplete settings

Step 3: Configure Authentication

Google Client supports two authentication setup options:

  1. Admin setup (recommended for most orgs), no Apex coding required
  2. Developer setup (custom authorizer class), for advanced or fully custom scenarios

Both options require that you already uploaded a Salesforce certificate (JKS) as described on the Configure Certificate page, and that you know your Service Account email.

Option A: Admin Setup (No Code)

Use this option if you want to configure authentication through the UI:

  1. Select Admin setup (recommended for most orgs)
  2. Enter the Service Account Email
  3. Enter the Salesforce Certificate Name (the certificate you uploaded earlier)
  4. Click Save & Validate

Admin Setup

Option B: Developer Setup (Custom Authorizer Class)

Use this option if you need a custom token strategy or want to fully control authorization in Apex:

  1. Select Developer setup (custom authorization class)
  2. Create an Apex class that implements the library’s authorization contract
  3. Reference the class in the Custom Google Authorizer Class field
  4. Click Save & Validate

Developer Setup

📘 Reference documentation: Library Authorization Flow

📘 Certificate setup (use the certificate created earlier): Configure Certificate

Step 4: Complete Application Configuration

After authentication is configured:

  1. Provide the Google Drive Folder ID.
  2. Leave all other settings unchanged unless you have specific requirements.
  • Use a Shared Drive for centralized, team-managed access.
  • Maintain a dedicated root folder per environment (Dev / UAT / Prod).

Where to Go Next

Google Workspace is now configured, and file management works end to end. These are optional from here:

  • Folder Structure — organize uploads in Drive by user, by record, or both, instead of one flat folder
  • Multiple Upload Folders — add fallback destinations so uploads keep working when a drive reaches its capacity limit
  • Advanced Settings — preview, upload transport, public link scope, and File Explorer columns

Note

Want document summaries and file Q&A as well? That is a separate, optional layer: Configure AI & Intelligence