This application requires several configuration steps to be performed by your Salesforce administrator. Verify these before attempting to use it for the first time. For more information on installation, refer to Common Configuration.
The first time you use Appirio Search for Google Docs you must connect it with your Google Apps account. Simply Click the “Connect to Google” link and follow the instructions to click “Grant Access” (you may have to login to Google if you are not already logged in). This will only be necessary the first time you access the search functionality.
Use the inline search box and Click “Go” to search for Google documents Add Google Documents to the current record – After the search has returned, you can add any of the results to your current record by simply clicking the “Add to Salesforce” link. The documents you add will retain the same security privileges they have in your Google Docs settings.
After the search has returned, you can add any of the results to your current record by simply clicking the “Add to Salesforce” link. The documents you add will retain the same security privileges they have in your Google Docs settings.