Activate Google Docs in Salesforce

When the Add Google Docs to Salesforce service is enabled, these changes allow users to create, edit, or view Google docs and associate them with Salesforce records.

• The Notes & Attachments related list on accounts, assets, contacts, contracts, leads, opportunities, products, and custom objects is renamed to Google Docs, Notes, & Attachments.
• The Attachments related list on cases, solutions, and campaigns is renamed to Google Docs & Attachments.
• If Salesforce CRM Content is enabled, the Libraries tab has an Add Google Doc dropdown list.

Users can also install the Add Google Doc to Salesforce browser button. The browser button allows them to associate a Google doc to several Salesforce records or a Salesforce CRM Content library without being logged in to Salesforce.

Implementation Tips

• For information about Google Docs, refer to Google's online help.
• By default, Google Docs users on your domain can share their Google docs with Google Apps accounts outside your domain. The control panel in your Google Apps account contains sharing settings that enable you to restrict document sharing to users within your org's domain.
• Customer Portal and partner portal users with access to the Contribute tab in Salesforce CRM Content can create Google docs and associate existing Google docs to a Salesforce library. Portal users without access to Salesforce CRM Content can associate an existing Google doc to a record, but they cannot create new Google docs from within a record because they do not have access to the Google Docs, Notes, and Attachments related list in the portal. Portal users cannot use the Add Google Doc to Salesforce browser button.
• When the Add Google Docs to Salesforce service is deactivated, Google docs can’t be accessed from Salesforce records. In addition, any Google docs in users' Recycle Bins that were deleted from a record are permanently removed from Salesforce. If the Add Google Docs to Salesforce service is reactivated within 30 days, Google docs that were associated with Salesforce records before the deactivation are restored to their previous location. Deactivating the Add Google Docs to Salesforce service does not affect Google docs in Salesforce CRM Content libraries. Deactivation doesn’t remove Google docs associations in libraries and doesn’t permanently delete Google docs in Recycle Bins.
• If Google docs are referenced in Apex, the Add Google Docs to Salesforce service can’t be disabled for your org.
• Google docs count against data storage. For each Google doc associated with a record or library in Salesforce, two Kb of storage is used.