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Prerequisites

Before you begin, make sure you have:

  1. DriveMate installed and configured with a working Google Drive connection.

  2. A GDriveFolderId__c text field on the Account object storing the Google Drive folder ID for each account.

  3. A SalesCalculatorSpreadsheetId__c text field on the Opportunity object to store the copied spreadsheet ID. Create this as a new custom text field (length 255).

    Note: We used a separate text field for simplicity. If you don't like this approach, you can always get the spreadsheet ID by executing the File Search action from each Flow.

  4. A DefaultUnitCost__c currency field on the Product2 object to store the standard unit cost of each product. This value is synced to the spreadsheet so the Sales Calculator can calculate margins automatically.

    Note: If you already have a cost field on your Products, you can use that instead - just reference the appropriate field in the sync Flow formulas.

  5. Account records with a GDriveFolderId__c value - the flow only creates a calculator when the parent Account already has a linked Google Drive folder.

  6. A Sales Calculator template spreadsheet in Google Drive. This is the pre-built spreadsheet that the Flow will copy for each Opportunity. See Template Structure for what the template contains and how to set one up.