DriveMate Google Cloud Console Application​

DriveMate can now connect to Google Drive, Docs, and Sheets using DriveMate's shared Google Cloud Console Application. New orgs no longer need to create a Google Cloud project or paste a Client ID and Client Secret to complete setup.

On the DriveMate Setup page you can choose:

• DriveMate Google Cloud Console Application (default) — ready to use with no Google Cloud setup on your side
• Your own Google Cloud Console Application — continue managing OAuth credentials in a Google Cloud project you create

Authorization mode (company vs per user) remains a separate setup choice.

Changing the Google application requires re-authorization. Orgs that already use custom Client ID and Secret credentials keep that configuration after upgrade until they switch.

Documentation Reference​

• Setup Configuration Guide
• Google Cloud Console Configuration (only when using your own application)

Google Drive Folder Component - In-Component Error Display​

The DriveMate - Google Drive Folder component can now show folder load errors inside the component instead of as a toast on the record page.

By default, behavior is unchanged: errors such as an invalid Google Drive Folder Id still appear as a toast. To show the error only inside the component, select Show errors inside the component? in Lightning App Builder.

This is useful when you do not want a page-level error banner for records whose folder Id is missing or incorrect.

Documentation Reference​

• Google Drive Folder Component

Google Drive Folder Component - App Pages, Home Pages, and Experience Cloud​

The DriveMate - Google Drive Folder component is no longer limited to internal Salesforce record pages. You can now place it on app pages, home pages, and Experience Cloud pages, in addition to record pages.

The component supports two configuration modes:

• Record-linked mode - display the folder associated with a Salesforce record. Set Record ID and Folder field name. Typical placements include record pages and Experience Cloud record-detail pages.
• Fixed-folder mode - display one specific shared folder that is not tied to a record. Set Folder ID. Typical placements include app pages, home pages, and Experience Cloud landing or custom pages.

This makes it possible to build shared document libraries, partner portals, and customer-facing file views without requiring a record page context.

Documentation Reference​

• Google Drive Folder Component
• Record-level File Management
• File Management on Experience Cloud

Drive File and Folder Access Management​

DriveMate 4.3 introduces full Google Drive access management - both in the UI and through Flow/Apex automations.

In the Component​

When Show share option? component property is enabled, users can manage who can access the current folder or individual files and subfolders directly from the component. The share modal supports:

• Reviewing existing direct and inherited permissions
• Adding recipients by Salesforce user search or email address
• Changing access levels and removing direct access
• Adjusting general access (restricted or anyone with the link)

Available Actions​

• Share Drive Item - grant direct access to a file or folder for specified email addresses without reducing existing access.
• Update Drive Item Sharing - set direct access to an exact level for each recipient, including downgrades and removal of direct access.
• Get Drive Item Permissions - retrieve direct permissions, inherited permissions, and current public link sharing settings.
• Update Drive Item General Access - enable or disable anyone-with-the-link access and set the link role.

Note: See Automations Overview for the full up-to-date list of all file management actions.

Documentation Reference​

• Google Drive Folder Component - Managing file access
• Automations Overview

Upgrade Required Actions​

If you upgrade from any DriveMate 4.0 or earlier version and already have the DriveMate - Google Drive Folder component on record pages, you need to perform one manual step on each affected page to enable file sharing.

The Show share option? property is enabled by default in this release. However, Salesforce does not automatically apply new default component property values to pages that were configured before the package upgrade. To activate sharing on existing record pages:

1. Open Lightning App Builder and edit each record page where the component is embedded.
2. Click the DriveMate - Google Drive Folder component (no property changes are required).
3. Save the page.

After saving, the share option will be available on that page according to the component configuration.

Sheets Integration​

DriveMate 4.0 introduces a new Google Sheets integration module for Flow and Apex automations. You can now create and manage spreadsheets, keep row data synchronized with Salesforce, and support advanced spreadsheet use cases with a template-based approach.

Available Actions​

• Append Row to Sheet
• Append Row to Sheet (Insert New Row)
• Append Rows to Sheet
• Append Rows to Sheet (Insert New Rows)
• Create Empty Spreadsheet
• Create Sheet
• Create Spreadsheet with Data
• Delete Row from Sheet
• Delete Rows by Criteria
• Delete Rows by Criteria (Async)
• Delete Rows from Sheet
• Delete Sheet
• Edit Rows in Sheet
• Find Row in Sheet
• Insert Row into Sheet
• Insert Rows into Sheet
• Rename Sheet
• Show or Hide Sheet

Note: See Sheets Automations for the full up-to-date list of all Sheets actions.

Sample Use Case and Implementation Flow​

The end-to-end implementation of a sample use case is documented in Record Sync Example - Sales Calculator.

Use a template-driven flow to generate a spreadsheet per business record and keep it in sync:

1. Design a Google Sheets template with presentation sheets (for users) and a dedicated hidden data sheet (for Salesforce-managed sync data).
2. When a new parent record is created (for example, Opportunity), copy the template to the target Drive folder and store the copied spreadsheet ID on the Salesforce record.
3. On child-record creation events, append a new row into the hidden data sheet in the copied spreadsheet.
4. On child-record updates, edit matching rows in that same hidden data sheet using a stable key (for example, Salesforce record ID).
5. On child-record deletion, remove the matching rows from the hidden data sheet; formulas, dashboards, and charts on visible sheets recalculate automatically.

This keeps Salesforce as the source of truth while preserving spreadsheet-native analytics and what-if modeling for end users.

Documentation Reference​

• Google Sheets Integration Overview
• Sheets Automations Reference
• Sales Calculator Record Sync Use Case
• Complex Multi-Sheet Spreadsheets

Additional Files & Folders Management Actions​

This release introduces additional actions for managing files and folders in Google Drive:

• Change File/Folder Metadata: update name, description, and starred state without manual Drive edits.
• Copy File: create a copy of an existing Google Drive file in the same or a target folder.
• Move File/Folder: move a file or folder to a different parent folder in Google Drive.
• Remove File/Folder: delete Google Drive files and folders directly from Flow or Apex automations.

Upgrade Required Actions​

If you upgrade from any DriveMate 3.X_ version, you need to follow a few post-installation steps to configure the new version properly.

1. Add Google Sheets API to the enabled APIs in your Google Cloud Console.

   1. Login to your Google Cloud Console and select the DriveMate-related project configuration.
   2. Select APIs & Services › Library from the navigation menu and add search for Google Sheets API. Click on the API and select Enable.

2. Navigate to the DriveMate Setup page and execute the below manual steps:

   1. Authorize Integration - You need to reauthorize the integration to allow DriveMate to access Google Documents API.
   2. Set Up Additional API Named Credentials - Use the button under this step to create a named credential metadata used to access the Google Sheets API.
   3. Enable Callouts - Follow the instructions to activate the named credential created above.

   

   note

   If you do not see these manual steps on the setup page, clear your browser cache and refresh the page.

Document Generation​

The DriveMate 3.0 release introduces the whole new module of the app - document generation. Now DriveMate allows you to generate documents based on the templates stored in Google Drive.

How does it work?​

1. First, you define a document template and save it as a Google Doc in your Google Drive. A document template is just your document with placeholders for context-specific data - such as a contract with no customer-specific information prepopulated - those information will be filled during the automatic document generation process.
2. Next, you invoke DriveMate document generation from an appropriate place in your business process. Usually, this is a screen flow executed from the level of a record page (via a quick action) or your own trigger logic.
3. Voilà, your document creation process is automated.

Upgrade Required Actions​

If you upgrade from any DriveMate 2.X version, you need to follow a few post-installation steps to configure the new version properly.

1. Add Google Docs API to the enabled APIs in your Google Cloud Console.

   1. Login to your Google Cloud Console and select the DriveMate-related project configuration.
   2. Select APIs & Services › Library from the navigation menu and search for Google Docs API. Click on the API and select Enable.

2. Navigate to the DriveMate Setup page and execute the below manual steps:

   1. Authorize Integration - You need to reauthorize the integration to allow DriveMate to access Google Documents API.
   2. Create Documents API Named Credential - Use the button under this step to create a named credential metadata used to access the Google Documents API.
   3. Enable Callouts - Follow the instructions to activate the named credential created above.

   

GDrive Files Drag & Drop​

It is now possible to upload files to Google Drive by drag & drop to the main DriveMate component.

Google Workspace Files Creation - Docs, Sheets, Slides, Forms​

It is now possible to create Google Docs, Sheets, Slides, and Forms from the level of the main DriveMate component.

Upload Component for Flows​

A new upload-only component has been added, which allows admins to add the Google Drive upload functionality to the screen flows (or use it in custom LWC components), effectively enabling the use of the upload in flows, the lightning app builder, quick actions, and communities.

Example Use Case - Case Creation Flow​

One of the applicable scenarios is a multi-step flow for the case creation process.

1. In the first step, we create a screen flow.

   

2. Use the DriveMate - Google Drive Upload component on the screen used to submit case attachments (the attachments will be uploaded to Google Drive).

   

3. The running flow might look like this:

   

4. Here's where the component is used and attachments are submitted to Google Drive.

   

   

5. In the last step, user is redirected to the newly created Case record.

   

Improved Folder Creation UI​

The legacy navigation-inline folder creation UI has been replaced with a dedicated modal for a better user experience.

SLDS2 Theme Support​

DriveMate UI components have now been adjusted to work well with the new SLDS2 Salesforce themes. Here's how the UI looks like then the new theme is enabled on the org:

Bug Fixes​

• Search mode clear after selecting folder during search
• Improved styling when the Drivemate Google Drive Folder component is placed inside of the tabset

DriveMate Component Auto-Refresh Mechanism​

A new Apex Action has been added that allows publishing a "refresh needed" event to refresh the component after changes to GDrive were done asynchronously.

It is especially useful to use it in a flow that auto-creates a folder in Google Drive for the specific record and assigns a folder ID to this record.

By using the Refresh DriveMate Component Apex Action, the flow triggers the component refresh after the folder ID assignment. As a result, users don't need to refresh the page to see the appropriate Google Drive folder displayed in the component.

Simplified Apex Actions​

Each of the existing DriveMate Apex Actions now has its new equivalent with a simplified response structure. Thanks to that, there is no longer a need to iterate over unnecessary loops in flows that use DriveMate Apex Actions.

Here are the old actions with their new simplified equivalents:

• Upload a file -> Upload a file - Simple Response Structure
• Create folder -> Create folder - Simple Response Structure
• Search Files by Name -> Search Files by Name - Simple Response Structure
• Search Folders by Name-> Search Folders by Name - Simple Response Structure

Simplified Packaged Autolaunched Flows - Search Files and Search Folders​

The packaged autolaunched flows are now using the simplified apex actions versions. Thanks to that, their internal logic is simplified. From the end-user perspective, their behavior is the same.

Per User Integration Mode​

Ability to switch between per-user and per-org integration modes. Now, admins can decide whether the operations on Google Drive will be performed in the context of the whole organization account, or the context of each user.

Setup Page for App Configuration​

Setup page containing instructions for post-installation steps needed to configure the app.

It contains:

• Steps completion tracking
• Interactive links to Salesforce Setup Pages - to speed up the manual steps completion
• Integration metadata creation automation
• Ability to change integration credentials (client ID and client secret from Google Console app definition)
• Ability to switch between per-org and per-user integration mode
• Comparison table between authorization modes

Removed File Size Limit for Component Upload​

Previously, the maximum size of the file uploaded via the DriveMate component was 33Mb and it required additional configuration. All files larger than 6MB were uploaded asynchronously.

Now, the upload has been updated and there is no limit for the file size and upload is done synchronously regardless of the size.

Additionally, file uploads can be now canceled individually.

DriveMate Component Redesign and Improvements​

Configurable Columns​

Admins can now specify the columns that will be displayed on the DriveMate component by modifying the Folder element properties in columns component attribute.

Supported columns:

• title - file/folder name modifiedTime - last modified date
• size - file/folder size
• createdTime - creation date
• fileExtension - file extension
• mimeType - mime type

Configurable Max Number of Uploaded Files​

Admins can now specify how many files the user will be allowed to upload at once via the DriveMate component. This can be specified by modifying the Max number of uploaded files at once component attribute.

Additional file/folder action - open, download, move to trash​

The DriveMate component supports now individual actions for files and folders.

Actions available for files:

• Open in Google Drive
• Download
• Move to Trash

Actions available for folders:

• Open in Google Drive
• Move to Trash

Improved Sorting Experience​

Component files and folders can be now sorted by clicking on the certain column header.

Elements can be sorted either by date fields, or by title.

Improved Search Experience​

Searching of the folder elements happens now real-time as the user types in the search bar. There is no need to submit the search.

Pagination Replacement with Scroll​

The pagination mechanism was replaced with a scroll mechanism. The attribute controlling the number of displayed elements per page was renamed to Number of visible elements without scroll.

Deprecated Component Attributes​

The Show sorting option? and Delete files from Salesforce after upload? attributes are now deprecated and changing their value has no effect on the component.

Upgrade Required Actions​

If you upgrade from the existing DriveMate version lower than 2.5, you will need to go through all configuration steps described on the new setup page - see details in the Setup Page for App Configuration section.

New Permission Set Group for DriveMate App Access​

We introduced a new permission set group - DriveMate User Access - to grant users access to the DriveMate app. It contains the already existing DriveMate User permission set and a new one - DriveMate Integration Access.

The assignment of the new permission set group is one of the setup steps described on the new setup page.

Updated Named Credentials for Google Drive Integration​

DriveMate is now using an updated version of Salesforce Named Credentials to integrate with Google Drive. This version of named credentials is a new Salesforce-recommended way of connecting to external systems. Go through the configuration steps on the setup page to set it up correctly.