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Google Docs + Salesforce

Google Docs + Salesforce

Google Docs + Salesforce integrations

Create Google Docs documents from updated Salesforce records

Keep your documents up-to-date with this efficient workflow. When a record is updated in Salesforce, this automation will create a new document in Google Docs using the updated text. Stay organized and save time by easily tracking changes in your Salesforce records and maintaining updated versions of your documents in Google Docs.

  1. When this happens...
    Updated Record
    Updated Record
    Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
  2. automatically do this!
    Create Document From Text
    Create Document From Text
    Create Document From TextCreate a new document from text. Also supports limited HTML.
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About Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
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Salesforce is a leading enterprise customer relationship manager (CRM) application.
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