Salesforce Features
Salesforce and Google Docs
Real-Time Document Collaboration
All Editions
- Create and collaborate on documents in real time
- Attach Web-based documents to records in Salesforce
It’s the kind of easy collaboration everyone in the business world needs: creating and editing Web-based documents, spreadsheets, and presentations hand-in-hand with your colleagues, partners, and customers. Everyone can access and edit the documents together, in real time—no more mailing attachments or worrying about different versions floating around. With real-time collaboration finally a reality with Salesforce and Google Docs, teams can work together seamlessly—the way you always wanted.
- Google Docs Tab
Don’t waste time toggling between two user interfaces. Simply click a tab to get to Google Docs as easily as to any other part of the Salesforce application. - Google Docs Attached to Records
Keep track of documents by associating them with contacts or leads in Salesforce. You can create Google documents, spreadsheets, and presentations right from Salesforce records. Because these new documents can appear in the notes and attachments list, you never again have to search to find the right document in your desktop files. Or, if you’re in a Google document, you can add that document to a Salesforce record (or records) directly.
Note: Not automatically visible. Feature is enabled, but requires some setup.
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