Google Docs + Salesforce
Upload updated Salesforce records as documents in Google Docs
Keep your Google Docs organized and up-to-date whenever a record is updated in Salesforce. With this automation, every time a record is modified in Salesforce, a document will be uploaded in Google Docs. This ensures that your documents remain current and aligned with the latest changes in your Salesforce records, streamlining your document management process.
Keep your Google Docs organized and up-to-date whenever a record is updated in Salesforce. With this automation, every time a record is modified in Salesforce, a document will be uploaded in Google Docs. This ensures that your documents remain current and aligned with the latest changes in your Salesforce records, streamlining your document management process.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Upload Document
Triggers when a new document is added (inside any folder).
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