#Zapier is an amazing company — the offering is robust and grows (seemingly) daily; they take security seriously, and there are lots of little signs that this is an org-cultural value of the highest importance.
That said, when looking at declarative point-and-click integrations, if it’s App X to Zapier to App Z, isn’t Salesforce to Office 365 even simpler?
I’ve been tending to the training needs of a cohort of users with widely divergent skill sets. So the AppExchange TrailTracker offering has been a god-send. And I have a Process Builder automation flow triggered by the creation of a new instance of the junction object User-Badge, which happens when I curate a Trailmix module that I feel is well suited to one of my students.
Clicking on the third (bright red) link [“Access Requests & Invitations”] in the left column of this post’s featured image (above) takes you to this handy dashboard below. To change settings for a specific individual, use the three dots (general advice in SharePoint: when in doubt, hover on the three dots) to view th
So you can un-invite people impolite enough not to respond to the collaboration invitation you so thoughtfully extended — or remind them of something that can only be categorized as socially suicidal tendency negligence <smirk>.
Now let’s hope the do something to address the way the results delivered nowadays seem less impressive than those from 2 years ago. Hard to quantify in retrospect – but it’s a notable, and often-discussed, trend & shortcoming.
I’ve been playing with Yesware for a bit, where I’m a member of a Yesware team provisioned by a client. I like the Yesware interface, and its easy integration with Salesforce. And of course, the control freak in one gets addicted to the intel on when your missives are read (and re-read because they’re just that good). But just as I was getting ready to subscribe, I diligently took one more look through the app exchange, where I found that Cirrus Insight basically matches Yesware feature for feature (with the added bonus of having experience and opinions on both offerings).
Adding an Opportunity to Salesforce from within Gmail
Tasks for You
The Record Overview/Snapshot
How to Reach one’s Client
See how addictive all that activity tracing is? One feels semi-NSA
Lots of Related Lists of Custom Objects
With information-display real estate appearing as needed. Bravo.
Syncing with Google Calendar (and by extension Android)
Help, thoughtfully InApp
What really stood out, however, was Cirrus GoogleDrive<–>Salesforce integration: unimaginatively named Cirrus Files.
As they pointed out somewhere in their mess of a site (the worst part of the entire experience is their website’s rather incoherent information architecture, with menus changing unexpectedly and rather jarring shifts in graphic design style: see contrasts below) Salesforce storage is costly; Google Drive is dirt cheap, and is easier to configure for collaboration with parties external to your organization. So, intrigued, I downloaded yet another package and set it up. (Kudos, kids: your video instructions are really in a pedagogical sweet-spot)
It only took a few minutes to deliver this result: