How to Manual-Sync multiple Files / Attachments across Salesforce and Google Drive accounts?

Requirement:

A XYZ company is an Accounting firm which manages many clients (Account). Currently, all the files or attachments of all the accounts are stored in Salesforce and accounting person manually download the files/attachments and upload them on Google Drive Account.

• Is there a way to manually sync few selected files or attachments from Salesforce to Google Drive?
• Can we access the Google Drive files directly in Salesforce without logging into Google Drive account once the files are synced?

Solution:

As Files or Attachments of any object's record can be "Manually-Synced" to "Google Drive" account, so we need to perform below steps to perform "Manual-Sync" functionality using File ZIPO:

Step 1: Add or Configure a new Google Drive Account in File ZIPO

Step 2: Define the objects & folder which needs to be Synced across Salesforce & Google Drive

Step 3: Manually Sync files or attachment from the File ZIPO UI

Step 4: Add the FileZIPO Sync Component on the Object's record page to access Sync records

(Note: Please skip step 1, if you already have a Google Account added in File ZIPO)

(Note: Please skip step 2, if you already have a Sync & folder defined for an Object)

(Note: User can skip the below steps (1 to 5), if the File ZIPO Sync Component is already added on object's layout)

Let's go through all the above steps one by one to Configure Manual-Sync using File ZIPO.

Step 1: 

User can easily add any Google Drive account in few simple steps. Please refer this detailed blog to add a Google Drive Account in File ZIPO

https://filezipo.io/how-to-add-a-new-google-drive-account-in-the-file-zipo/

Step 2: 

Once the "Google Drive" account is added in File ZIPO "Manage External Accounts" tab, then click on the "Manual Sync & Folders" on the same page to configure the Objects on which "Sync" needs to be enabled.

(Note: Please skip step 2, if you already have a Sync & folder defined for an Object)

    Click "New" button on the "Define Sync & Folders table. Once clicked, it will display a popup.

    

Above image has some features (each number has its description as below):

             1. Select the Google Drive Account which needs to used for Sync"

             2. Select the Folder path on existing google drive account (or can create new using step 3)

             3. Enter the name of the Folder in which Files or Attachment will be saved

             4. Select Single or Multiple Object for which sync needs to be enabled

             5. Need to Disable this checkbox in order to prevent Auto-Sync.

             6. If user wants to delete the file or attachment from Salesforce when it is successfully synced, 

                 just check this checkbox.

             7. Once all the above configurations are ready, click on "Save Folder" to define the Object and its folder structure.

Step 3:  Click on "Manage Files/Attachments" tab

    

        It will open screen like below Image

 

 Above image has some features (each number has its description as below):

1. Select single or multiple Files / Attachments.
2. Click on "Click Here to Download/Transfer" button. 
3. User can use multiple Filters like dropdown by Selecting "Files & Attachments" or "Only Files" or "Only Attachments", by Objects and by File / Attachments Name.
4. User can use "Advance filter" by clicking on Filter Icon.  

Once files/attachments are filtered, select your files and Click on "Click Here to Continue" button. Once clicked, it will open a popup as below: 

 

Step 4:  

Need to Add the FileZIPO Sync Component on the Object's record page to access Sync records.  In order to add the FileZIPO component on the Detail page of the record as the first step.

(Note: User can skip the below steps (1 to 5), if the File ZIPO Sync Component is already added on object's layout)

Few Simple Steps to add File ZIPO Sync Component on Record Page:

Step 1. Go to App Launcher like below image.

Step 2. Search any Standard or Custom object and click on the searched object. (Account object in this example).

Step 3. Go to object record page by clicking on any record and Click on the Gear Icon on the top right corner and click on "Edit Page".

Step 4.  Once "Edit Page" is clicked, it will open the App Builder page.

Above image has some features (each number has its description as below):

             1. Click on Tab section.

             2. Click on "Add Tab" button.

             3. Choose Tab label as "Custom" and enter name in "Custom label" as "File ZIPO Sync"

             4. Click on "Done" Button to add tab.

Step 5. After adding tab, select the below component & drag the component to the newly added tab like below image.

Name of Component: FileZIPO_ManageExternalFiles

Click on Save and then Activate Button to add tab on detail page. 

Step 6. To Check if the Files / Attachments are Sync with Google Drive or not, just go to you Object record page and upload any file or attachment (manually in Salesforce)

Now click on File Zipo Sync Tab, you will see your file will be automatically added to Google drive and it will create a Sync record. 

User can easily access the file (from Salesforce) by clicking on "Eye" or "Download" icon.

For more details, refer official webpage of this application
https://www.filezipo.io

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000OMscFEAT

How to Auto-Sync multiple Files / Attachments across Salesforce and Google Drive accounts?

File ZIPO - One App with Multiple Solutions

File ZIPO is a native force.com application designed for developers and admins to perform action on Files & Attachments. User can perform multiple operations like 

• ZIP Files - Zip multiple files in single or multiple folders (parent-child structure)
• Mass Download - Download Multiple Files or Attachments (for single record or multiple records) in single or multiple folders (parent-child structure)
• Sync Files - Sync your Salesforce files & attachments with external cloud storage accounts, viz., OneDrive, Amazon S3, Google Drive, Dropbox & Box.com. Access them any time within your Salesforce org with File ZIPO’s real-time sync.
• Backup Files - Salesforce storage is limited & expensive. Backup your Salesforce files of any size or volume to an external cloud or on-premise storage hassle-free. 
• Archive Files - Sync all your legacy Salesforce files & attachments to external cloud storage to access & manage them at one place, hassle-free..
• Transfer files from Salesforce to External Platforms like DropBox, Box.com, Amazon S3, Google Drive. 
• Transfer files from External Platforms like DropBox, Box.com, Amazon S3, Google Drive to Salesforce.
• Merge files- Merge multiple Files (or attachments) of type (DOC or PDF) into Single PDF

This app is a shorter route to perform mass operations like ZIP, Mass Download, Merge, Sync, Backup, Archive, Transfer, Report on Files & Attachments. It will reduce manual effort & increase productivity for end users.

Requirement:

A XYZ company is an Accounting firm which manages many clients (Account). Currently, all the files or attachments of all the accounts are stored in Salesforce and accounting person manually download the files/attachments and upload them on Google Drive Account.

• Is there a way to automatically upload the files or attachments from Salesforce to Google Drive (whenever it is created in Salesforce)?  
• Can we automatically access the Google Drive files directly in Salesforce without logging into Google Drive account.?

Solution:

As Files or Attachments of any object's record can be "Auto-Synced" to "Google Drive" account, so we need to perform below steps to Configure "Auto-Sync" functionality using File ZIPO:

Step 1: Add or Configure a new Google Drive Account in File ZIPO

Step 2: Define the objects which needs to be Auto-Synced across Salesforce & Google Drive

Step 3: Add the FileZIPO Sync Component on the Object's record page to access Sync records

Let's go through all the above steps one by one to Configure Auto-Sync using File ZIPO.

Step 1: 

User can easily add any Google Drive account in few simple steps. Please refer this detailed blog to add a Google Drive Account in File ZIPO

https://filezipo.io/how-to-add-a-new-google-drive-account-in-the-file-zipo/

Step 2: 

Once the "Google Drive" account is added in File ZIPO "Manage External Accounts" tab, then just scroll down on the same tab to configure the Objects on which "Auto-Sync" needs to be enabled.

    Click "Add New" button on the "External Sync & Folders table. Once clicked, it will display a popup.

    

Above image has some features (each number has its description as below):

             1. Select the Google Drive Account which needs to used for "Auto-Sync"

             2. Select the Folder path on existing google drive account

             3. Enter the name of the Folder in which Files or Attachment will be saved

             4. Select Single or Multiple Object for which auto-sync needs to be enabled

             5. Need to enable this checkbox for Auto-Sync

             6. If user wants to delete the file or attachment from Salesforce when it is successfully synced, 

                 just check this checkbox.

             7. Once all the above configurations are ready, click on "Save Folder" to save this Auto-Sync 

                 Configuration.

Step 3:  

Need to Add the FileZIPO Sync Component on the Object's record page to access Sync records.  In order to add the FileZIPO component on the Detail page of the record as the first step.

Few Simple Steps to add File ZIPO Sync Component on Record Page:

Step 1. Go to App Launcher like below image.

Step 2. Search any Standard or Custom object and click on the searched object. (Account object in this example).

Step 3. Go to object record page by clicking on any record and Click on the Gear Icon on the top right corner and click on "Edit Page".

Step 4.  Once "Edit Page" is clicked, it will open the App Builder page.

Above image has some features (each number has its description as below):

             1. Click on Tab section.

             2. Click on "Add Tab" button.

             3. Choose Tab label as "Custom" and enter name in "Custom label" as "File ZIPO Sync"

             4. Click on "Done" Button to add tab.

Step 5. After adding tab, select the below component & drag the component to the newly added tab like below image.

Name of Component: FileZIPO_ManageExternalFiles

Click on Save and then Activate Button to add tab on detail page. 

Step 6. To Check if the Files / Attachments are Sync with Google Drive or not, just go to you Object record page and upload any file or attachment (manually in Salesforce)

Now click on File Zipo Sync Tab, you will see your file will be automatically added to Google drive and it will create a Sync record. 

User can easily access the file (from Salesforce) by clicking on "Eye" or "Download" icon.

For more details, refer official webpage of this application
https://www.filezipo.io

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000OMscFEAT

How to Export picklist values (Label & API name) for multiple "Picklist or Multi-Picklist" fields or Global ValueSet in Salesforce in few clicks?

  

Requirement
For admin or developer, if there is a requirement to Export "Active or Inactive or both" picklist values for multiple fields of different type (either Picklist or Multi-Picklist) or to export multiple Picklist ValueSet (Global ValueSet).

Solution
Exporting Picklist values for each field is a tedious and time taking job. In case, if a developer has to export picklist values for 400 Picklist fields, developer would have to open each and every field and copy its values in XLS.

These type of work requests would take much more effort and time, but with our Salesforce Appexchange Bulk Object Field Creator (BOFC) App user can export picklist values in few clicks.

Benefits of using BOFC Application

1. It can Export picklist values (Label & API name) for multiple "Picklist or Multi-Picklist" field for any Standard, Custom or Managed Object

2. It can Export picklist values (Label & API name) for multiple Global Picklist (Value Set) in single click

3. It can Export (Active or Inactive values) for Picklist, Multi-Picklist, or Global Picklist (Value Set)

4. Simple Point & Click UI only.

Few Simple Steps to Export Picklist, Multi-Picklist or ValueSet:

1. Open the BOFC Home > Click "Export Picklist Values for multiple fields"

2. It will open below screen 

User can export "Active or Inactive picklist values for different type of metadata:

• Picklist / Multi-select Picklist Fields
• Picklist ValueSet or Global Value Set

3. Select "Export Picklist" and select the type of picklist values to export (Active or Inactive or Both)

4. Select single or multiple objects for which picklist fields needs to be exported

Click on "Fetch All Picklist Field(s)" button.

5. Select Single or Multiple Picklist or Multi-Picklist fields for which values needs to be exported

Finally we are ready with all the configuration and ready to initiate the process to Export.

Click on "Export Details" button.

6. Once this blue button of "Export Details" is clicked, it will open a small section for Export Status.

Just wait for few seconds for the processing to complete. Once the processing is completed, it will update the status to "Completed" and it will enable the "Download" link as highlighted in below image.

Click on the "Download" link and it will export the XLS file with all the picklist values for the selected fields.

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For more details, refer official webpage of this application

https://www.bofc.io/

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qDqqEAE