Unify, Automate, and Generate Your Google Drive Documents
DriveMate connects your Salesforce records to Google Drive folders and document workflows—so your team can manage files in context and generate documents from Google Doc templates.
AT A GLANCE
Record-linked Google Drive folders inside Salesforce
Flow or Apex — your choice. You’re covered either way.
Intelligent document generation from Google Doc templates
Unified file management
Keep every customer folder and document attached to the record where work happens.
Direct record association
Link a Google Drive folder to any Salesforce record, so files stay in context for Accounts, Opportunities, Cases, and more.
Full file & folder management
Create folders, search, upload via drag-and-drop, download, and trash items without leaving Salesforce.
Create native Google Workspace files
Create Google Docs, Sheets, Slides, and Forms directly from Salesforce so new files start in the right place.
Configurable experience
Admins control which actions are available and which file properties are shown, tailored to your process.
Automation for your processes
Flow or Apex — your choice. You’re covered either way.
No-code automation with Flow
Automatically create a folder, link it back to the record, and make it immediately visible to users.
Unlimited-size uploads in Screen Flows
Let users upload files of any size from a Flow screen directly to the correct Google Drive folder.
Invocable actions for deeper control
For advanced workflows, DriveMate provides invocable Apex actions you can call from Flow or code.
Intelligent document generation
Generate contracts, invoices, order summaries, and proposals from Google Doc templates—then save them into the record’s Drive folder.
Merge fields & formulas
Populate templates with record data and formula logic for dynamic content and formatting.
Record tables
Generate line-item tables from related records (products, contacts, and more) inside your document.
Rollups
Summarize related data with aggregations like SUM, AVG, MIN, MAX, and COUNT.
Conditional sections
Include or exclude entire sections based on Salesforce data for one template that fits many cases.
Formula functions
Reuse centrally-defined logic across templates to keep documents consistent and easier to maintain.
Security & Compliance
Your data remains private and secure. Files are transferred securely to Google Drive through Salesforce, with no third-party intermediaries involved.
Global Standards
Aligned with GDPR, HIPAA, CCPA, PCI DSS, FERPA, LGPD, PIPEDA, and APPI.
Common scenarios
Sales teams managing deal documents
Contracts, proposals, and supporting files live in Drive, while the deal lives in Salesforce—so teams waste time switching tools and searching.
DriveMate links the right Drive folder to the Opportunity (or Account) and keeps it available directly on the record.
Faster access to the right files and better visibility into what’s been created and shared.
Operations enforcing folder structure
Folder creation is manual and inconsistent, which leads to missing documents and hard-to-audit processes.
Use Flow automation to create and assign folders automatically when records are created or reach a key stage.
A consistent structure that scales without relying on manual follow-through.
Teams generating documents from templates
Manual document creation is slow and error-prone—copying old docs, updating names, and calculating totals by hand.
Generate a new Google Doc from a template using Salesforce data, formulas, rollups, and conditional sections.
Polished, data-rich documents created on demand and saved to the correct Drive folder.
Ready to streamline Google Drive documents in Salesforce?
Install DriveMate from the Salesforce AppExchange and connect your record data to Google Drive folders and templates.