Scenario: I need to transfer or upload some files from my Salesforce to my Google Drive Account
Few Simple Steps to upload / transfer File/Attachments on Google Drive
Step 1. Open the FileZIPO application from App Launcher & Click on “Manage Files/Attachments” tab.
Step 2. It will open screen like below Image
Above image has some features (each number has its description as below):
- Select single or multiple Files / Attachments.
- Click on “Click Here to Download/Transfer” button.
- User can use multiple Filters like dropdown by Selecting “Files & Attachments” or “Only Files” or “Only Attachments”, by Objects and by File / Attachments Name.
- User can use “Advance filter” by clicking on Filter Icon. Once clicked, it will open the popup like below image:
“User can use multiple type of filters like “Filter By Object”, “Filter by User”, “Filter by Keywords”.
For eg: Filter By Object
Above image has some features (each number has its description as below):
- User can select the field from the dropdown.
- User can choose operator like “Equals to / Not Equals to”.
- Enter the value of the Selected field in the first point.
- Click on “Apply Filter” button to get filtered Files/Attachments.
Once “Apply Filter” button is clicked, user will get filtered files / Attachments.
Step 3. Once files/attachments are filtered, Click on “Click Here to Download/Transfer” button.
Above image has some features (each number has its description as below):
- Choose the option as “Save on Google-Drive”.
- Select Google-Drive Account from the DropDown.
- User can select existing folder to save file on Dropbox by Clicking Select Existing Folder Button.
- User can Enter New Folder name to save file in new folder on Google-Drive.
- Click on “Save Files” Button to save files on Google-Drive.
Step 4. After click on “Save Files” Button, screen look like below image.
Step 5. After completing the processing, go to your Google-Drive account to check your uploaded files, like below image.
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