Archive for September, 2009

Salesforce, Google Docs and Google Calendar

Friday, September 25th, 2009

Google Docs provides users with an easy way to share documents and files safely online. This remarkable program also eliminates the hassle of attaching and downloading files and gives everyone the ability to read and make changes. Salesforce gives you direct access to Google Docs through an easy tab browser.

Salesforce also lets you link these doc files to existing records or other Salesforce files, giving you greater ability to organize and crosslink clients and information. This integration also gives you the ability to search for Google Docs within the system and even helps you create quotes and proposals that you can post to Google Docs for use in collaboration with partners and associates. You can also use spreadsheets with this software feature, giving you even more flexibility for sharing information.

Google Calendar makes it easy to plan and organize important events and deadlines, and Salesforce helps you synchronize and exchange all your calendars through one convenient system. Simply update an event in Salesforce and set it to synchronize with a Google Calendar to share the events with others. You can also create timelines and deadlines for projects to help you visualize your workload.

Salesforce also allows you to customize your Google Start Page by displaying important dashboard components right when you open your browser. This feature gives you a fast, overall view of your Salesforce progress, deadlines, or task lists without having to open Salesforce separately.

Next article will discuss Salesforce and Google Adwords.