Please refer to this link to install and Configure the CV Files app
With the CV Files app, you can connect your Google Drive with Salesforce, and you can upload files to save them in your Google Drive.
Connect To Google Drive
Now, if you navigate to the App Launcher and select the object in which you have added the CVFiles shared file then you will see the CVFiles shared component then you have to click on the “Sign in with Google” button to log in with your Google Drive account.
Once you are done with the login you will get the confirmation message in the pop-up box. Your Google Drive is connected to the Salesforce account then you have to click on the “Create Folder and Contribute” button to create a folder.
Upload Files
You will find the option to “Upload Files” from here, you can upload files to a record, and it will automatically save in your Google Drive. You can also Drag a file to the “Upload Files” section and upload it instantly.
You can see the list of all the files uploaded to the Salesforce record on the component.
After uploading a file, you will see in your Google Drive, A folder for the object has been created in the Salesforce folder.
Inside the object folder, you’ll find a folder created for the Record name.
The files related to this record are inside the folder. All the objects and records follow this hierarchy.
On the component, three options are available to interact with the file: “Download”, “Delete” and “Rename”.
Download
From the download option, you can download the file to your local storage.
Delete
You can also delete the file & the file will automatically be deleted from the respective Google Drive folder.
Rename
You can also rename the file.
In the CV Files app, you have the option to create “Folder”, “Spreadsheet”, “Presentation” and “Document”.
Create
Create Folder
Create Google Sheet
Create Google Slide
Create Google Doc
Logging into your Google Drive, you will find a new folder, spreadsheet, presentation, and document created.
Move Files/Folders
You can move files and folders by just “drag and drop”.
example, here, we have created a Test CV folder in the “Dickenson plc” record. And in the Test CV folder, a new Test folder is created, the Test -1 folder is created under the Test folder, and the last Test-2 folder is created in the Test-1 folder.
So, we can easily drag and drop any folder.
Example:- Let’s drag the “Test-2” folder in the Test folder. So it will easily save in the Test folder.
Now when you open the “Test” folder, you will find the “Test-2” folder is saved in the Test folder.
And when you open the drive folder, you will find the “Test -2” folder saved in the “Test” folder as well.
