Update and copy files in Google Drive when records are updated in Salesforce
Stay on top of your records management with this efficient workflow. When a field in your Salesforce record is updated, it triggers a copy of the file to your Google Drive. This ensures all your important data is securely backed up, allowing you to focus on more critical tasks. Improve your Salesforce and Google Drive management and always have an updated copy of your files at your fingertips.
Stay on top of your records management with this efficient workflow. When a field in your Salesforce record is updated, it triggers a copy of the file to your Google Drive. This ensures all your important data is securely backed up, allowing you to focus on more critical tasks. Improve your Salesforce and Google Drive management and always have an updated copy of your files at your fingertips.
- 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!Copy File
Create a copy of the specified file.
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