Salesforce Google Doc Integration for the scaling document management demand
                     Salesforce
Google DOC
Integratio
n
A smarter way to manage documents & data for 
customer success 
01
The Data 
Explosion 
Did You 
BKy 2n028o, glowbal d?ata usage will reach 
394 zettabytes! 
Businesses must evolve their document 
management to stay relevant. 
02
What is the 
Need of 
Salesforce 
Integration 
with Google 
Docs 
Centralized Real-time 
01 document 02 collaboration 
access 
Secure & Better 
03 scalable 04 customer 
sharing service 03
outcomes 
Common 
Challenges 
Without 
InteDagtar scaattteiroedn in ERPs and 01
spreadsheets 
Ineffective internal communication 
02
Over-reliance on manual processes 
03
04 Risk of version conflicts 
04
How 
Integration 
HelSpimpslifi?ed  Document Management 
01
• Browse, save, and update Google Docs 
directly in Salesforce 
• Save 2+ hours daily per employee 
(Glean) 
Better Team Collaboration
02
• Shared single source of truth 
• Centralized access 
• Fewer delays, faster approvals 
05
How 
Integration 
HelRpeal-sTim?e Access on the Go 
03
• 80% of employees use mobile for work 
• Stay in sync with real-time document 
updates across platforms 
Enhance Customer Interactions 
04
• Instant access to client-related docs 
• Faster issue resolution 
• Personalised customer experience 
05
Best Practices for 
Integration
Automate Enable 
01 02
Uploads/Downloads Two-Way 
Sync 
Enable Team Ensure 
03 04
Notifications Compliance & 
Security 
Customize 
05
for Your 
Business 
06
How FEXLE Makes 
Integration 
Seamless? 
• Certified Salesforce Experts 
• API-driven & App-based integrations 
• Manual + automated file-sharing 
• Customized setups for unique business 
needs 
Tools & Methods, We 
Use 
• Drive for Salesforce 
• Conga Composer 
• Salesforce APIs 
• Custom Workflows & Permissions 
07
Let's 
Connect 
Ready to integrate Google Docs & Salesforce the smart 
way?
Contact FEXLE – Your Trusted Salesforce Integration 
Partner 
[email protected] www.fexle.com +91 8306730589
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