DriveMate
AUTOMATE GOOGLE DRIVE, DOCS, AND SHEETS FROM SALESFORCE DriveMate helps teams create, organize, and manage Google Drive files, folders, Google Docs, and Google Sheets directly from Salesforce. Replace manual file work with automated workflows connected to Accounts, Opportunities, Cases, and custom objects. REDUCE MANUAL WORK AND SALESFORCE FILE STORAGE PRESSURE Keep files in Google Drive while managing them from Salesforce records. Automatically create the right folder structure, upload files to the correct location, and help teams avoid unnecessary Salesforce file storage growth. GENERATE BUSINESS DOCUMENTS FROM SALESFORCE DATA Create contracts, proposals, invoices, onboarding documents, and other Google Docs from reusable templates. Populate merge fields, use Salesforce formulas, show or hide conditional sections, add related-record tables, and calculate rollups such as SUM, COUNT, AVG, MIN, and MAX. BUILT FOR FLOW, APEX, AND REAL BUSINESS PROCESSES Use DriveMate in record pages, Screen Flows, record-triggered flows, and custom Apex automation. Automate Google Drive folder creation, file search, file uploads, document generation, and Google Sheets workflows without building a
Top keywords
- google8×4.85%
- salesforce7×4.24%
- file5×3.03%
- drive4×2.42%
- google drive4×2.42%
- docs3×1.82%
- files3×1.82%
- sheets3×1.82%
- apex2×1.21%
- automate2×1.21%
- automate google2×1.21%
- automate google drive2×1.21%
Conga Composer | Document generation and reporting for Salesforce made easy
With Conga Composer, easily create beautiful and accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers. Generate any document: ✔ Quotes ✔ Proposals ✔ Account plans ✔ Invoices/receipts ✔ Contracts ✔ Work orders ✔ Reports & charts ✔ Shipping documents ✔ And more! Into the following formats: ✔ Word ✔ Excel ✔ PowerPoint ✔ PDF ✔ HTML Extend efficiency with: ✔ Conga Batch: Create and send documents as a batch on a custom schedule ✔ Conga Trigger: Create documents with no clicks using customizable triggers ✔ Conga Composer API: Directly embed Composer into your website, portal, or application Integrations: ✔ Conga Contracts for Salesforce ✔ Conga Grid ✔ Conga Sign Compatible with Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud, Communities, Portals, Platform, Salesforce1 & Lightning
Top keywords
- conga7×5.69%
- documents5×4.07%
- cloud4×3.25%
- composer3×2.44%
- batch2×1.63%
- conga composer2×1.63%
- contracts2×1.63%
- salesforce2×1.63%
- send
