The Idea of “Notes & Attachment“ on a related list” has been around for 12 years now and the functionality is used to save files on any Salesforce record.
CloudVandana has designed the “CV Files Shared Drive” app to exactly address this gap in the Salesforce functionality.
Trial Period for the app: 14 days for 50 users
After you have installed the app, don’t forget to go through CV Files – Shared Drive App User Guide
Rate after trial period :
After the Trial Period if you want to continue with the app please reach out to us at apps@cloudvandana.com to ask for an invoice.
Installation of CV Files Shared Drive
Remember, you can always ask us to get on a call to set your app in Sandbox and Production. Just email to apps@cloudvandana.com
Steps to Install
- Please go to the above link to install the CVFiles app in Production OR Sandbox Salesforce Org.
- Please enter the login details of your Salesforce Administrator account if you are presented with the login screen.
Note: We recommend installing the app in the sandbox first and then install in production if everything looks fine.
- Once you are presented with the installation screen, you are required to select which of your users should be granted access to the app including all its components.
Most customers should select the middle option “Install for All Users”, which will ensure that all users have the proper permissions should they be assigned a license in the next step.
Select the Install for All Users and click the checkbox as shown to Acknowledge your installation.
Once you make your selection, click the Install button.
Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes.
Now CVFiles is Installed in your System.
You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view
Customization Step
My Domain is a Salesforce feature that lets you highlight your brand, makes your org more secure, and allows you to take advantage of some new features of Salesforce like Lightning Pages, the Lightning App builder and, what we are interested in most, Lightning Components.
The easiest way to see if you have My Domains enabled is to log into Salesforce and look at the address bar. If you see something like https://yourcompany.my.salesforce.com, then you are all set and can skip to the next steps.
However, if you see something like https://na31.salesforce.com, you do not currently have My Domain enabled and need to take a few extra steps first.
For more details,watch a demo of My Domain or review the My Domain module on Trailhead.
Add Custom Component to Lightning Record Pages
CV Files shared drive component needs to be added on the lightning record pages of an object to create a new folder on the connected Drive.
Steps to Configure
1. Open any Record in Salesforce. We will take an example of Accounts here.
2. From the detail page of the Accounts, Click the gear icon at the top right corner, select Edit Page to open the Lightning App Builder.
3. Scroll down in the component section & you will get the custom component as cvFilesMain and drag the custom component to the details page.
4. Click on the Tabs Page and Click on the Add Tab to add a new tab. Select custom from the dropdown for Tab Label and add the custom label as “CV Files”. You can give any custom label as per your business requirement.
5. Click on Done.
6. Click on the Newly Created Tab “CV Files”. You will see the Add Component(s) Here message.
7. Scroll down in the component section to find the custom components named cvFiles, cvFilesOneDrive, cvFiles(gdrive+onedrive), and cvFiles(DONT USE).
Do not use cvFiles (DON’T USE) as it is a legacy component.
Select cvFiles or cvFiles (gdrive+onedrive) and drag the custom component to the center of the new tab.
For Digital experience use CV Files Community component .
8. After adding the component on “Account” open any record and the page will look like this-
Now, go to the App Launcher & select the CV Files app. After opening the app, you will be redirected to the Setup Page-
On the Setup Page, you will see two tabs to configure either on your Google or OneDrive accounts.
Connect To Google Drive
To connect your Google Drive with your Salesforce org, please go to the settings tab you will see an option to configure My Drive or Shared Drive, click on the Shared Drive tab.
Click on the switch to enable or disable Shared Drive, once you enable the Shared Drive, go back to the authentication tab and click on the Sign in with your Google button.
Once authenticated with Google, a pop-up will prompt you to enter the Shared Drive folder ID.
Create a new Shared Drive and assign it a name of your choice. For this guide, we will use ‘Salesforce’ as the example name.
Open the newly created Shared Drive and copy its folder ID from the URL, typically found after the last forward slash.
Paste the Shared Drive folder ID into the pop-up, then click the button below to complete the authorization process.
Once you finish the login you will get the confirmation message in the pop-up box. And your Google Drive is connected with the Salesforce account and a new shared drive will be created to share with all the users.
Cheers! Your app is ready to use.
For any assistance with this process, send an email to “apps@cloudvandana.com”
and we will help!
