Salesforce and Google Docs

Real-Time Document Collaboration

It's the kind of easy collaboration everyone in the business world needs: Share Web-based documents, spreadsheets, and presentations with your colleagues, partners, and customers so that everyone can access and edit them together in real time—no more e-mailing attachments or worrying about different versions floating around. Not only is real-time collaboration finally a reality with Salesforce and Google Docs, but it also makes it quick and easy for your entire team to find what they need.
 
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Google Docs—Just a Click Away

Don’t waste time jumping between two user interfaces. You can get right to Google Docs as easily as any other part of the Salesforce application by simply clicking a tab.

 

Add Google Docs to Salesforce

Sales, marketing, and service professionals use a lot of supporting materials to communicate with customers and prospects. Salesforce and Google Docs help you keep track of those documents by associating them with those contacts or leads in Salesforce. You can create Google documents, spreadsheets, and presentations right from Salesforce records, and these new documents appear in the notes and attachments list so you never have to dig around to find the right one in your desktop files. Or, if you’re in Google, you can add a document to a Salesforce record (or records) directly from that document.

 

Search for Google Docs

With Appirio’s Search for Google Docs (from salesforce.com’s AppExchange marketplace), you can locate specific materials directly from Salesforce. Once you find the document, presentation, or spreadsheet you want, you can either view it or add it to a Salesforce record. (Powered by Appirio)

 

Generate Quotes with Google Docs

With Astadia’s Quote Generator for Google Docs (from salesforce.com’s AppExchange marketplace), you can build customer-ready sales quotes right from Salesforce. A step-by-step wizard that supports volume pricing, product bundles, and proposal packages walks you through the process. Once your quote is complete, you can save it as a Google Doc and instantly collaborate with your colleagues on it. (Powered by Astadia)

 

Export  Reports into Google Spreadsheets

With Astadia’s Reports for Google Spreadsheets (from salesforce.com’s AppExchange marketplace), you can export your Salesforce reports directly into a Google spreadsheet. (Powered by Astadia)


 

Now you can run your favorite desktop applications and your CRM applications side by side by accessing Gmail, Google Calendar, Google Talk, and Google Docs all from within Salesforce. Learn more: