Salesforce And Google Docs

Storing data files in a Salesforce.com record makes it convenient for users to see relevant information related to Opportunities, Accounts, Cases or Contacts. This is also true for any custom data objects such as project records or job costing. Within the Salesforce.com setup, there are integrations with Google Apps. File storage in Salesforce.com has limits.Continue reading “Salesforce And Google Docs”

3 Salesforce Documents Collaboration Tips

Salesforce.com Documents is an integral part of the overall system which your organization can use to align your team’s processes and execution. ┬áSecurity and sharing are part of the Salesforce Documents object structure. ┬áMaking this part of how you get business should consider these strategies: Organize By Folders. As you store resources for various partsContinue reading “3 Salesforce Documents Collaboration Tips”