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%
Salesforce Adoption Dashboards
This Package includes 42 reports, 6 custom fields, 3 Dashboards, 1 Dashboard Folder and 1 Report Folder that focus on identifying whether users are regularly logging in and using key features in Salesforce. Downloading this app creates a "Salesforce Adoption Dashboards” Dashboard folder and a “DB – Adoption” Report folder with their associated reports and dashboards. This package can be leveraged with other AppExchange Adoption Dashboard packages and can also be customized to track the specific metrics that are important to your organization. Either way, it’s a great starting point for kicking your companies’ adoption into high gear. June 2024 update: due to moving away from profiles, this package now contains a custom permission set called Salesforce Adoption Dashboard Admin that you can assign to users. This app is part of the Force™ Collection. You can see it here: https://sforce.co/33fkLT7
Top keywords
- adoption5×3.50%
- dashboard4×2.80%
- folder4×2.80%
- dashboards3×2.10%
- package3×2.10%
- salesforce3×2.10%
- adoption dashboard2×1.40%
- custom2×1.40%
- dashboard folder2×1.40%
- report
