Send Salesforce Data on Google Drive via WebMerge
Here in this blog, we are using Salesforce Record data to be saved to Google Drive via WebMerge Document. Please follow the below steps for sending Salesforce data with merge fields via WebMerge: Click on WebMerge Documents tab. Create New Document . Choose your Document Type and Click on Create Document . Format a Document and click on Save and Next button. Under Settings section, Name your document, select Output type ‘PDF’, Timezone and Status . And click on Save and Next button. Select the Deliver tab and click on New Delivery button and select Google Drive . + Connect with your Google Drive. + Fill the Google Drive Account, Folder(you can select subfolder also) and click on Save Delivery button. + Now open WebMerge Mappings tab in salesforce. + Click on New WebMerge Mapping . + Fill the pa...