Content Integrations

Overview

Content integrations provide a way to surface documents or metadata that are stored in your content provider in Workplace. Posting a link from one of these solutions in a Workplace group will generate metadata or image previews depending on the content provider and the permissions of the shared link.

Box

When a user creates a post that contains a link to a file in Box, Workplace will display a rich preview of the file or display the file metadata. Rich previews will be displayed for Word, Excel, Powerpoint, and PDFs. All other file types will show file metadata.

The shared link must be an open shared link. Any shared link settings more restrictive will result in an error.
Example of Box integration in Workplace when a user shares a link to a presentation.

Configuring Box

  1. While logged into Workplace as a System Administrator, navigate to Company Dashboard. Select the Integrations tab on the left-hand side.
  2. Select the + symbol next to Box.
  3. A popup window will appear. Copy the API Key from that page. You will need to input that into Box's Admin Console.
  4. In a new window, navigate to the Custom Applications page in Box's Admin Console.
  5. Under Custom Applications select the Authorize New App button.
  6. Enter the API Key you copied from Workplace and select Next. Confirm the integration by selecting Authorize on the next screen .
  7. Navigate to the Account Info page in Box and copy the Enterprise ID.
    You must be the primary administrator of your Box account to access the page below.
  8. Navigate back to Workplace and enter the Enterprise ID in the Install Box popup.

Google Drive

When a user creates a post that contains a link to a file in Google Drive, Workplace will automatically display a preview of the file metadata. Users can then click on the link itself or the file metadata to access the file directly in Google Drive.

Example of a Google Drive link shared in Workplace.

Configuring Google Drive

  1. While logged into Workplace as a System Administrator, navigate to Company Dashboard. Select the Integrations tab on the left-hand side.
  2. Select the + symbol next to Google Drive.
  3. Click Install. You'll then be prompted to authenticate into Google Drive and give Workplace the permissions to enable the integration.

OneDrive

When a user creates a post that contains a link to a file in OneDrive, Workplace will automatically display a rich preview of the file.

Example of OneDrive integration in Workplace when a user shares a link to a PDF file.

Configuring OneDrive

  1. While logged into Workplace as a System Administrator, navigate to Company Dashboard. Select the Integrations tab on the left-hand side.
  2. Select the + symbol next to OneDrive.
  3. Click Install. You'll then be prompted to authenticate into OneDrive and give Workplace the permissions to enable the integration.

Quip

Configuring Quip

You must configure Quip using the primary administrator account for your organization.
  1. Navigate to the Quip Admin Dashboard.
  2. Select Create API Key.
  3. Name your service and save to generate the Client ID and Secret. Copy these. You will need to enter them into Workplace to enable the integration.
  4. In a new window, while logged into Workplace as a System Administrator, navigate to Company Dashboard. Select the Integration tab on the left-hand side.
  5. Select the + symbol next to Quip.
  6. A popup window will appear. Enter the Client ID and Secret you just generated in Quip and select Install.

Salesforce

When a user shares a link of a Salesforce object, metadata about that object will be displayed in the post.

Configuring Salesforce

  1. While logged into Workplace as a System Administrator, navigate to Company Dashboard. Select the Integrations tab on the left-hand side.
  2. Select the + symbol next to Salesforce.
    Integrations Page
  3. Click Install. You'll then be prompted to authenticate into Salesforce and give Workplace the permissions to enable the integration.

Dropbox (beta)

When a user shares a link of a file in Dropbox, metadata about that file will be displayed in the post.

Configuring Dropbox

  1. While logged into Workplace as a System Administrator, navigate to Company Dashboard. Select the Integrations tab on the left-hand side.
  2. Select the + symbol next to Dropbox.
    Integrations Page
  3. Click Install. You'll then be prompted to authenticate into Dropbox and give Workplace the permissions to enable the integration.

Sharing content from other sources

If you need to share content from a source not listed here, see the Sharing to Workplace documentation. Additionally, refer to the documentation on Custom Integrations for any other non-standard integrations.