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The Must-have Apps for Organizations That Use
Google Drive and Salesforce
Bi-directional Sync
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
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
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
Demos
● Securing documents
● Proposal workflow
● Search enhancements
Q & A
Cirrus Files Contact: sales@cirruspath.com,1-844-287-0950
AODocs Contact: sales@aodocs.com, 1-415-906-5897

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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
  • 4.
  • 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