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Description
Enhance your efficiency by utilizing Google Drive for file management and document creation through a user-friendly AppExchange application. Keep essential documents accessible and easily shareable with your team via the Drive Links Lightning component. Create robust merge templates capable of producing documents tailored to your business requirements, all achieved through simple clicks rather than complex coding. With Drive Connect's trial, you can take advantage of its full range of features for up to 10 users over a 14-day period. Additionally, you can link Drive files and folders directly to Salesforce records, employ Google Doc merge templates for efficient document creation, and automate Drive tasks within record-triggered flows. Begin your experience with Drive Connect and enjoy 10 complimentary user licenses for two weeks without needing a credit card. Purchase Drive Connect conveniently from the setup tab of the Drive Connect Salesforce application. Drive Connect not only streamlines your processes but also enables you to make a significant impact on clients by integrating Salesforce and Google Drive, allowing them to expand their operations effectively. This integration equips your team with the tools necessary to enhance collaboration and productivity in a competitive environment.
Description
Salesforce offers a cross-industry, native, and project management solution. Project management is not a one-size-fits all approach. Milestones PM+ is Salesforce's project management app. Milestones PM+, a free Salesforce project management app available on AppExchange is simple to use for task management and flexible enough to customize for more complex business programs. Salesforce project management is great for all businesses, no matter how large or small. Pre-made templates save time and make it easier to do repetitive tasks such as onboarding and meetings. Clients can be updated instantly about the status of their orders and contracts. Transform impromptu planning and notes into structured, actionable projects. For proposal presentations, create clearly detailed frameworks and roadmaps. Smarter Task assignments using our extensive Resource Finder.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Google Docs
Google Drive
Salesforce Agentforce Service
Integrations
Salesforce
Google Docs
Google Drive
Salesforce Agentforce Service
Pricing Details
$16 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Appiphony
Country
United States
Website
driveconnect.me/
Vendor Details
Company Name
Passage Technology
Founded
2008
Country
United States
Website
www.passagetechnology.com
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies