Google Drive�& Salesforce Integration�Best Practices
Presented By:
Webinar
Housekeeping
Google Drive & Salesforce Integration Best Practices
Drive Connect | www.driveconnect.me |
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Session will be recorded
We will send a follow up�email with recording�and resources
During session please�use the chat functionality�to ask questions
Meet our speakers for today’s webinar
Google Drive & Salesforce Integration Best Practices
Drive Connect | www.driveconnect.me |
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Ben McCarthy
Founder at Salesforce Ben
George Kenessey
CEO at Appiphony & Drive Connect
Haldavid Cope
COO & Co-Founder at Arbicare
Why integrate Google Drive�& Salesforce?
Google Drive & Salesforce Integration Best Practices
Drive Connect | www.driveconnect.me |
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Increase Employees Productivity
Integrating Google Drive and Salesforce results in clearly defined processes which improves employee onboarding and productivity.
Increase Customer Referrals
A Google Drive and Salesforce integration leads to higher quality customer interactions which makes for happier customers that are more likely to make referrals.
Increase Profits
Automating employee workflows across Salesforce and Google Drive means you can accomplish more without having to add additional headcount.
When does integrating Google Drive�& Salesforce make sense?
Google Drive & Salesforce Integration Best Practices
Drive Connect | www.driveconnect.me |
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Workflows Include Documents
When documents play a major role in your customer interactions day-to-day.
Customer Data & Files Are Siloed
When your customer data lives in Salesforce and customer files are in Google Drive.
Frequent Customer Interactions
When there is a meaningful amount of transitions occurring that involve searching for or creating documents in Google Drive by users in Salesforce.
How to plan a Google Drive�& Salesforce
integration.
Google Drive & Salesforce Integration Best Practices
Drive Connect | www.driveconnect.me |
Objects
Start by documenting the Salesforce objects that you most often associate to Documents and Folders in Google Drive or copy data from inorder to create Google Docs.
Documents
Now list the types of documents you link to Salesforce records. Both dynamic documents that you regularly create using Salesforce data or static documents that you send to customers in Salesforce, such as sales collateral.
Folders
Next list out what Salesforce object are involved as well as related Google Drive Documents and Folders.
Workflows
Catalog your manual workflows in Salesforce that heavily involve documents that reside in Google Drive.
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Examples of Google Drive�& Salesforce integration workflows.
Google Drive & Salesforce Integration Best Practices
Drive Connect | www.driveconnect.me |
Creating a doc or folder in Drive from a Salesforce record
Often accomplished manually by jumping between Salesforce and Google Drive or by using Drive Connect’s Automate Drive flow functionality.
Finding a doc or folder in Drive from a Salesforce record
Often accomplished by saving a Drive URL to a URL field on a Salesforce record or from an associated component if you use Drive Connect.
Opening a doc or folder related to a record from Salesforce
Often accomplished by opening a saved url from a field in a new tab or by using a previewer if you use Drive Connect.
Sending a doc in Google Drive to a customer
Often accomplished by leaving Salesforce and sending the document from Gmail after you find it or by sending it from Salesforce with Drive Connect’s custom send functionality.
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How to calculate which workflows to automate first?
Google Drive & Salesforce Integration Best Practices
Drive Connect | www.driveconnect.me |
Minutes to Complete
Time how long it takes to manually complete each workflow.
Times Completed Per Month
Estimate how many times per month each workflow is executed across your organization.
Total Minutes Per Month
For each workflow, multiply the Minutes to Complete by Times Completed Per Month.
Level of Effort
Estimate the level of effort to automate each workflow using a Low, Medium or High rating.
Rank Workflows
List your workflows in order of those that deliver the greatest impact but with the least amount of effort.
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Salesforce & Google Drive Integration Canvas Map the Salesforce and Google Drive elements you use most frequently and their related user stories. | Organization: �Version: | ||||||
Objects What Salesforce objects does your�team use most frequently?
| Documents What documents does your team create and/or send most frequently? | Folders List folders you create regularly in�Google Drive that you use most frequently:
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Dynamic Content that changes per customer, Ex. NDAs. Contracts, Quotes.
| Static Content that does not change per customer, Ex. Sales Collateral, eBooks
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Workflows What manual workflows do your users perform most frequently related to the items above. To the right, calculate which are likely to save the most time with the least amount of effort to implement. | Minutes to Complete | Times Completed Per Month | Total Minutes Per Month | Level of Effort to Automate | |||
1 | | | | | | ||
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5 | | | | | | ||
Drive Connect | www.driveconnect.me | |||||||
Salesforce & Google Drive Integration Canvas Map the Salesforce and Google Drive elements you use most frequently and their related user stories. | Organization: Appiphony, LLC�Version: 1.0 | ||||||
Objects What Salesforce objects does your�team use most frequently?
| Documents What documents does your team create and/or send most frequently? | Folders List folders you create regularly in�Google Drive that you use most frequently:
| |||||
Dynamic Content that changes per customer, Ex. NDAs. Contracts, Quotes.
| Static Content that does not change per customer, Ex. Sales Collateral, eBooks
| ||||||
Workflows What manual workflows do your users perform most frequently related to the items above. To the right, calculate which�are likely to save the most time with the least amount of effort to implement. | Minutes to Complete Once | Times Completed Per Month | Total Minutes Per Month | Level of Effort to Automate | |||
1 | A sales person on an account, needs to send an NDA to a customer. | 10 | 12 | 120 | Low | ||
2 | A sales person on an account needs create a new folder in Google Drive. | 8 | 15 | 120 | Low | ||
3 | A sales person on an opportunity needs to share a First Call Deck with a customer. | 7 | 8 | 56 | Low | ||
4 | A sales person on an active opportunity creates and sends an MSA & SOW. | 12 | 4 | 48 | High | ||
5 | A sales person on a closed opportunity searches for an SOW. | 6 | 5 | 30 | Low | ||
Drive Connect | www.driveconnect.me | |||||||
Let’s take a look at an integration example using Drive Connect
Google Drive & Salesforce Integration Best Practices
Drive Connect | www.driveconnect.me |
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Ready to take action? Here are some steps to get you started.
Google Drive & Salesforce Integration Best Practices
Drive Connect | www.driveconnect.me |
Complete the Salesforce & Google Drive Integration Canvas
Download it using the QR code on this slide and start mapping out what are the core elements of your Salesforce and Google Drive implementation.
Schedule a consultation with Drive Connect
Schedule a meeting with us using the QR code on this slide. We can answer your specific questions and provide you feedback on your integration canvas.
Try Drive Connect free for 14 days (no credit card required)
Install Drive Connect using the QR code on this slide and try our Drive Links component on one of your main objects and build a flow to build folders in Google Drive.
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Let’s answer some questions.
Google Drive & Salesforce Integration Best Practices
Drive Connect | www.driveconnect.me |
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