Navigate to the Page Layouts tab, click the dropdown arrow for the SDoc Template page layout, and click Edit. This checkbox is not visible by default, however, and must be added to the template detail page layout.įrom the Setup menu, navigate to the Object Manager and find the SDoc Template object. Step 3: Add Google Docs Enabled Checkbox to Template Detail Page & Activate Templates for Google DriveĪdministrators are able to determine which documents are eligible for upload to Google Drive with the Google Docs Enabled checkbox. Then, copy the Redirect URI up to the first forward slash.Įmail the two URLs from this step to S-Docs will whitelist your domains so that you can get started using Google Drive with S-Docs. On the next page, click Authorize Google Drive Access. Scroll down to the Other Pages section and click Go To Google Drive Integration Page. Navigate to the S-Docs Setup page by clicking the App Launcher in the upper left corner, typing 'S-Docs' into the search field, then clicking S-Docs Setup. To find your Google Drive Redirect URI, you need to attempt to authorize S-Docs to upload documents to Google Drive. To find your domain in Classic, navigate to the Home screen and copy it from your browser's URL bar up to the first forward slash. To find your domain in Lightning, click your user profile in the upper right corner and copy it from under your username.

Step 2: Notify S-Docs Support of API Request Domainsįor the S-Docs and Google Drive integration to function properly, S-Docs needs to whitelist the domains that your API requests will be coming from.

Make sure Active is checked and then click Save. Make sure Active is checked, and then click Save & New.įor the next site, enter the following values:

The S-Docs Google Drive Integration requires that you create two entries in Salesforce’s Remote Site Settings that will allow your Salesforce org to interface with Google.įrom the Setup menu, navigate to Remote Site Settings by typing 'Remote Site Settings' into the Quick Find bar, then click Remote Site Settings in the dropdown menu. However, your admin will need to complete the following steps to enable the feature. The S-Docs package already includes all needed components that allow it to work with Google Drive. This article will provide you with step-by-step instructions for configuring the S-Docs and Google Drive integration. S-Docs connects seamlessly with Google Drive, meaning that you can generate documents securely on the Salesforce platform and then upload them to Google Drive right away - all without ever leaving Salesforce.

Google docs google drive integration