Create Google Slides presentations from templates when new records appear in Salesforce
Effortlessly streamline your sales records and presentations with this workflow. As you add new records in Salesforce, it will stimulate a process that results in creating a corresponding presentation using your selected template in Google Slides. This automation not only saves precious time but also ensures consistency and accuracy across your sales presentations.
Effortlessly streamline your sales records and presentations with this workflow. As you add new records in Salesforce, it will stimulate a process that results in creating a corresponding presentation using your selected template in Google Slides. This automation not only saves precious time but also ensures consistency and accuracy across your sales presentations.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Presentation From Template
Creates a new presentation based on an existing one and can replace any placeholder variables found in your template presentation, like {{name}}, {{email}}, etc.
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