AODocs + Cirrus Files Webinar
Download as PPTX, PDF0 likes535 views
The document outlines essential applications for organizations utilizing Google Drive and Salesforce bi-directional sync, focusing on document storage and collaboration enhancements. It highlights key use cases including document organization, improved workflows, and permissions management. Contact information for Cirrus Files and AODocs is also provided for further inquiries.
1 of 8
Download to read offline
AODocs + Cirrus Files Webinar
- 1. The Must-have Apps for Organizations That Use Google Drive and Salesforce
- 3. Primary Use Cases ● Store & organize all Salesforce files in Google Drive ● Create, Edit & Share Google Docs from Salesforce ● Auto add documents to Salesforce records ● Upload from Salesforce1 and Google Drive mobile
- 5. Primary Use Cases ● Improve document collaboration with structured workflow ● Improve search results with document tagging and metadata ● Simplify Microsoft Office document editing with integrated load/save. ● Prevent accidental sharing and deletion with central permissions management
- 6. Sales Cirrus Files + SFDC Links + Records CRM Document Workflow Consulting Engineer Doc Create Workflow Alert Engineering Supervisor Doc Update Sales Doc Approval AODocs + GDrive Docs + Workflow v1.0 v1.1 final Workflow Start Workflow Alert Workflow Alert
- 7. Demos ● Securing documents ● Proposal workflow ● Search enhancements
- 8. Q & A Cirrus Files Contact: sales@cirruspath.com,1-844-287-0950 AODocs Contact: sales@aodocs.com, 1-415-906-5897