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Conga for Google Docs

Conga for Google Docs for Administrator

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Integrating Google Drive with Conga CLM

Google Drive is a simple, user-friendly service that allows users to store files safely on Google Cloud servers and use them with other Google tools. Salesforce has enabled customers who want to use Google Drive to integrate it with CLM. You must configure Google Drive to integrate it with CLM allowing users to access files from Google Docs, store files in Google Drive, and share these files with other users or teams.

When working in CLM, users create and process documents such as agreements and templates, which must be stored and accessed directly from Salesforce. The Google Drive integration with CLM lets users access files from Google Docs, store their files in Google Drive, and share these files with other users or teams. This section explains how to add, update, and delete a Google Drive configuration.

Note:

Integrating Google Drive with CLM is available only in Lightning Experience.

To add a new Google Drive configuration

  1. Login to Salesforce.com.
  2. Click the App Launcher icon ().
  3. Search and select Google Drive Configuration. The Google Drive Configuration tab appears.
  4. Click New and enter the following details.


    • Name: Enter a unique name for the Google Drive configuration.
      Note:

      The Name field:

      • Can start with a letter
      • Can contain underscores and alphanumeric characters
      • Cannot include spaces
      • Cannot end with an underscore
      • Cannot contain two consecutive underscores
    • Shared Drive ID: Enter the shared drive ID to store all agreements and templates. You can fetch this ID from the URL when you create a shared drive.

      To retrieve the Shared Drive ID from your Google Drive, navigate to the drive.google.com/drive/shared-drives and select the needed Shared Drive. It can be found in the URL. For example "https://drive.google.com/drive/folders/{shared-drive-id}". For more information, see To create a shared drive in Google Workspace.

    • Active: Turn on this setting to activate the configuration.

      To activate a configuration from a list of configurations, click the pencil icon () in the Active field of the configuration and select the Active check box.

      Note:

      Only one configuration can be active at a time. If you set more than one configuration as Active and save, it displays an "Only 1 Google Drive Configuration can be active" error message.

    • Service Account Detail (JSON): Enter the service account JSON details.

      Get the service account details by creating a service account and obtaining the JSON credentials. To learn more about getting service account credential, see To obtain credentials for your service account.

  5. Click Save. This displays the popup "Google Drive configuration created".
    Note:

    You can create multiple Google Drive configurations.

To update a Google Drive configuration

  1. Click the App Launcher icon ().
  2. Search and select Google Drive Configuration.
    The Google Drive Configuration tab appears.
  3. Select the configuration to update.
  4. Click the down-arrow icon () next to the configuration.
  5. Select Edit and update the required fields.
  6. Click Save.
    This displays the "Google Drive configuration updated" popup.

To delete a Google Drive configuration

  1. Click the App Launcher icon ().
  2. Search and select Google Drive Configuration.
    The Google Drive Configuration tab appears.
  3. Select the configuration to delete.
  4. Click the down-arrow icon () next to the configuration.
  5. Select Delete. This displays the "Google Drive configuration deleted" popup.
    Note:

    You cannot delete a configuration while it is active. Clear the Active check box to delete the configuration.

Administrator Guide
Salesforce
Conga for Google Docs

December 17, 2024