With this workflow set up, once a Salesforce opportunity reaches a certain stage, the following actions take place:

  1. A folder named opportunity name is automatically created in Google Drive.

  2. The link to the folder is captured in a Salesforce field.

  3. A pinned message containing the folder link is posted in the related deal room in Slack notifying everyone of the update

Prerequisites

  1. Salesforce field to capture the Google Drive folder link.

  2. Google Docs Authentication

To set up this workflow:

Once the setup given above is done,

  1. Go to the Momentum web app. You can navigate to Momentum home from your Slack workspace like so:

    1. From the list of apps in your Slack workspace, click on ‘Momentum’ to view the Momentum app home

    b. Click on “Momentum App” to navigate to the web app.

  2. Next, click on "Library of Recipes" on the left

  1. You will find a list of available recipes here. Select the recipe titled "Create a GDrive folder and update the link in a salesforce field once an opportunity reaches a certain stage."

  2. Enter the details shown in the recipe.

A quick look at what the fields above imply:

Although, the fields given are self-explanatory, here are a few additional details if required.

Field

Description

Name & description

The name & description fields here imply the name & description of a workflow. Because several workflows can be created out of a recipe, it's good to name your workflow as meaningfully as possible. That way it makes it easier to find and understand the purpose of each created workflow.

Select the stage at which you want a Google Drive folder created.

Select the Salesforce opportunity stage at which a google drive folder has to be created.

Enter the path where you want your folder created.

You can enter the base folder path here. The folder created, <opportunity-name>, will be placed inside the base folder given.

Salesforce field that captures the Google Drive folder link

This is a dropdown field which lists all the available Salesforce Opportunity fields. you can pick the one which should capture the created folder link

Team Drive ID (The unique ID which you can find at the end of the URL when viewing the folder via drive.google.com)

Enter the shared drive ID. You can find this from the URL for the shared drive.

https://drive.google.com/drive/folders/<teamDriveID>

An example use case:

Assume that whenever any opportunity reaches the POC stage, you will have to start adding documents related to the opportunity in Google drive. The documents have to be placed in a folder named ‘opportunityName’. With this workflow set up, you will essentially be creating a folder

Name

Create a Google drive folder in /Opportunities once an opportunity lands in POC.

Select the stage at which you want a Google Drive folder created.

POC

Enter the path where you want your folder created.

Opportunities

Salesforce field that captures the Google Drive folder link

GDrive deal folder link

Team Drive ID (The unique ID which you can find at the end of the URL when viewing the folder via drive.google.com)

Enter the value representing the team drive ID which you can find at the end of the URL

Click on “Create Workflow” & your workflow is all set to use! 🙂

Once this workflow is set, every time an opportunity moves to a certain stage, a Google Drive folder is created in the path <base-folder-path-given/opportunity-name>; The created drive folder link is set to the Salesforce field given; An update is sent to the Slack deal room, from which, you can directly navigate to the created Folder; Finally, the Slack message is pinned so you can go back to it anytime!

You can activate or deactivate your workflow anytime using the “active” switch in Momentum home.


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