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The documents have to be placed in a folder named ‘opportunityName’. You can find this from the URL for the shared drive.Īssume that whenever any opportunity reaches the POC stage, you will have to start adding documents related to the opportunity in Google drive. Team Drive ID (The unique ID which you can find at the end of the URL when viewing the folder via )Įnter the shared drive ID. you can pick the one which should capture the created folder link This is a dropdown field which lists all the available Salesforce Opportunity fields. Salesforce field that captures the Google Drive folder link

The folder created,, will be placed inside the base folder given. Select the Salesforce opportunity stage at which a google drive folder has to be created.Įnter the path where you want your folder created. Select the stage at which you want a Google Drive folder created. That way it makes it easier to find and understand the purpose of each created workflow. Because several workflows can be created out of a recipe, it's good to name your workflow as meaningfully as possible. You can also remove parent permissions from a child folder.The name & description fields here imply the name & description of a workflow. When you manage large folder structures, child and parent folder permissions can be different. You can override inherited permissions of child folders to be different than the parent folder.Storage is counted against the person who uploaded the file, not the owner of the folder.Tip: In the meantime, to provide folder access for new collaborators, use the Sharing URL of a file nested deeply inside the folder. If you change a lot of edit or view permissions at once, it might take time before you see the changes. If you share or unshare folders with a lot of files or subfolders, it might take time before all permissions change.Can view only: People can see the folder and they can open all files within the folder.Can organize, add, & edit: If they're signed into a Google account, people can open, edit, delete, or move any files within the folder.Here’s what people can do with folders after you share it with them:

Want to get more out of Google Drive for work or school? Sign up for a Google Workspace trial at no charge.