Document Management

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Salesforce And Google Docs

Storing data files in a Salesforce.com record makes it convenient for users to see relevant information related to Opportunities, Accounts, Cases or Contacts. This is also true for any custom data objects such as project records or job costing. Within the Salesforce.com setup, there are integrations with Google

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3 Salesforce Documents Collaboration Tips

Salesforce.com Documents is an integral part of the overall system which your organization can use to align your team's processes and execution. Security and sharing are part of the Salesforce Documents object structure. Making this part of how you get business should consider these strategies: 1. Organize