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Showing posts with the label Salesforce Data Export

Send Salesforce Data on Google Drive via WebMerge

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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...