Posts Tagged ‘docs’

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.

Salesforce and Google Applications

Friday, June 19th, 2009

Google has developed some of the most widely-used internet applications in the business world, and Salesforce has created a system to integrate these programs into its versatile software package. Gmail, Google Docs, Google Calendar, Google Talk and Google Start Page are all part of the Salesforce system.

Gmail is one of the most trusted email programs available today. In order to maximize consumer and associate communication, Salesforce combines Google’s user-friendly system into the Salesforce business model. With this combination, you can automatically copy emails to your Salesforce sources to help you keep better track of important correspondence. Furthermore, integrated Gmail buttons make it easy to send emails from your business Gmail account from selected customer pages on Salesforce. These same buttons also appear next to any email address in the Salesforce system, making it even easier to keep in touch with important clients and associates.

Google Talk is just as easy to use as Gmail, and Salesforce has integrated this instant messaging system right into the Salesforce programs. You can assist clients, collaborate on sales calls, and coordinate with partners without leaving the Salesforce system. The Talk button appears right on the Salesforce page, making it easy to find your partners without leaving Salesforce.

Next article will discuss Google Docs and Google Calendar.