Add an existing Google doc to any record or library in Salesforce.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All Editions except Database.com |
| User Permissions Needed | |
|---|---|
| Creating a Google doc and linking it to Salesforce records: |
Edit on the appropriate record type AND Google Apps account |
Note
To use a Google Apps service in Salesforce, you must be logged in to your Google Apps business account. Business
accounts use your organization's domain; for example,
john.doe@company.com. If you are unsure of your Google Apps username and password,
contact your administrator.
Add a Google Doc to a Salesforce Record
- Open a case, opportunity, or other record.
- On the Google Docs, Notes, & Attachments related list or the Google Docs & Attachments related list, click Add Google Doc.
- Enter the name of the Google doc.
- Enter the Google doc URL.
- Click Save.
Add a Google Doc to a Salesforce CRM Content Library
- On the Libraries tab or on a library detail page, click Add Google Doc. Log in to Google Apps if prompted.
- Enter the Google Doc URL.
- Click Contribute.
- Enter a title and select a library.
- Click Publish.
Note While you have your Google doc open, remember to
share it with other Google Apps users in your organization. Only people with access
to the Google doc in their Google Apps account can open the doc from Salesforce.
Tip For information about using Google Docs, refer to
Google's online help.