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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Google Docs
Google Drive

Integrations

Salesforce
Google Docs
Google Drive

Pricing Details

$16 per month
Free Trial
Free Version

Pricing Details

$100 per month
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

CloudAnswers

Founded

2009

Country

United States

Website

www.cloudanswers.com

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Product Features

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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