The S-Docs installation package already includes all needed components that allow it to work with Google Drive. However, your admin will need to complete the following two steps:

  1. Add Google domains to the Remote Site Settings.
  2. Activate Templates for Google Drive.

Add Remote Site Settings

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.

  1. Navigate to Your Name > Setup > Security Controls > Remote Site Settings.
  2. Click New Remote Site button.
  3. Set the Remote Site Name field to SDOCS1
  4. Set the Remote Site URL field to https://accounts.google.com
  5. Make sure Active is checked, and then click Save.
  6. Create another record with the Remote Site Name set to SDOCS2
  7. Set the Remote Site URL field to https://www.googleapis.com
  8. Make sure Active is checked and then click Save.

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Activate Templates for Google Drive

Administrators are able to determine which documents are eligible for upload to Google Drive. Each S-Docs Template record has a Google Docs Enabled checkbox that determines whether new documents generated with this template can be uploaded to Google.

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