Manual Mapping

Manual Mapping allows you to link a Salesforce Record to a Google Drive folder.

Example use cases:

  • When I load a my Salesforce Account “Dickenson Plc” I want it to load the “Dickenson Plc” folder in Google Drive
  • When I load a my Salesforce Account “Dickenson Plc” I want it to load the “Dickenson Plc” folder in a non-standard folder location in Google Drive
  • When I load a my Salesforce Account “Dickenson Plc” I want it to load the “Dickenson 671” folder in Google Drive

Usage:

  1. Load up the “Dickenson Plc” Account in Salesforce
  2. Navigate to the “Dickenson Plc” folder in ResinFiles
  3. Click “Settings” > “Configure Folder” in the top right hand corner
  4. Tick the “Folder is not mapped” button
  5. Reload the browser window. “Dickenson Plc” will be loaded up automatically by ResinFiles