Google Docs + Salesforce

Update Google Docs documents by appending text when Salesforce records are updated

Stay seamlessly updated on your Salesforce records with this workflow. Whenever a field on a record is updated in Salesforce, the changes will be immediately appended to a specified document in Google Docs. This allows you to efficiently track all modifications and maintain up-to-date documentation, streamlining your task flow.

Stay seamlessly updated on your Salesforce records with this workflow. Whenever a field on a record is updated in Salesforce, the changes will be immediately appended to a specified document in Google Docs. This allows you to efficiently track all modifications and maintain up-to-date documentation, streamlining your task flow.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    Google DocsGoogle Docs
    Append Text to Document

    Appends text to an existing document.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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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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Related categories

  • Documents
  • Google

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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