Automatic Folder Creation

Users can manually create Record related folders in ResinFiles or Google Drive, but this is unncessary with Automatic Folder Creation.

Example use cases:

  • When I load a new Salesforce Account called “Dickenson Plc” I want it to create a “Dickenson Plc” folder in Google Drive inside the “Accounts” folder.
    e.g. My Drive / Salesforce / Accounts / Dickenson Plc

Usage:

  1. Load up the “Dickenson Plc” Account in Salesforce
  2. Navigate to the “Accounts” folder in ResinFiles
  3. Click “Settings” > “Configure Folder” in the top right hand corner
  4. Tick the “AutoMap” button
  5. Tick the “Create Folders” button
  6. Reload the browser window. “Dickenson Plc” will be created in Google Drive and will be loaded up automatically by ResinFiles