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.
- When this happens...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.).
- automatically do this!Append Text to Document
Appends text to an existing document.
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