Google Cloud Console Configuration

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Use this page only if you chose your own Google Cloud Console Application on the DriveMate Setup page.

Most orgs can use the DriveMate Google Cloud Console Application instead and skip this page entirely.

Prerequisites

Role	What you need	Why
Google Workspace Admin	Ability to create projects and credentials	To register the Google Drive application
Salesforce Admin	Permission to edit Named Credentials and manage packages	To connect Salesforce to Google Drive

Tip: Keep two browser tabs open - one for Google Cloud Console and one for Salesforce Setup - to speed up copy‑and‑paste steps.

Create a Google Cloud Project

1. Sign in at console.cloud.google.com.
2. Click ☰ Navigation menu › IAM & Admin › Create a project.
3. Fill the form:
   • Project name: DriveMate
   • Organization / Location: your organisation domain
4. Click Create, then Select project from the toast.

Enable the Required Google APIs

DriveMate uses three Google APIs. Enable all of them for your project:

1. Click ☰ Navigation menu › APIs & Services › Library.
2. Search for Google Drive API, select it, and click Enable.
3. Repeat the search-and-enable step for Google Docs API and Google Sheets API.

Note: All three APIs are required for a new install of DriveMate 4.0 or later. Google Docs API powers the document generation module (introduced in DriveMate 3.0) and Google Sheets API powers the sheets integration module (introduced in DriveMate 4.0).

Credentials Creation

1. After enabling the APIs, click Create Credentials.
2. Select User Data › Next.
3. Fill in App Information:
   • App name: DriveMate
   • User support email: select from list
   • Developer contact info: your email
4. Click Save and continue.
5. Select Scopes:
   • Click Add or remove scopes.
   • Search Google Drive API, tick …/auth/drive.
   • Search Google Docs API, tick …/auth/documents.
   • Search Google Sheets API, tick …/auth/spreadsheets.
   • Click Update.
6. Click Save and continue.
7. Choose OAuth Client ID as Web Application:
   • Name: DriveMate
8. Under Authorized redirect URIs > + Add URI, add each line:
   • https://login.salesforce.com/services/extidp/callback
   • https://test.salesforce.com/services/extidp/callback
9. Click Create › Done.
10. Go to Credentials › DriveMate.
11. Copy the displayed Client ID and Client Secret for use in Salesforce.

Tip: If you need to get the Credentials later, you can simply access the Google Cloud Console › APIs and services › Credentials › DriveMate.

Connect Google Drive to Salesforce

1. In the App Launcher, search for DriveMate Setup.
2. On Use DriveMate Google Cloud Console Application, turn the option off so DriveMate uses your own application.
3. Under Configure Google Drive Integration, paste the Client ID and Client Secret.
4. Save, then finish the remaining setup steps, including authorization.

Changing the Google application later requires re-authorization.