How to automatically share a presentation from Google Slides from a newly added record in Salesforce

Relay.app is an automation tool that lets you automate actions across Google Slides, Salesforce, and many other apps. In this guide, we'll show you how to automatically share presentation in Google Slides for each record added in Salesforce using Relay.app.
Salesforce logoSalesforce > Google Slides
Trigger
Last triggered
Salesforce logoRecord added
Google Slides logoShare presentation
1

Create your playbook and set the Salesforce trigger as "New record added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To set up this playbook, click "Add trigger" and then select "New record added" under Salesforce. Then, select the object. This will allow your playbook to automatically detect the newly added record in Salesforce and initiate necessary actions.

If this is your first time using a Salesforce integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Share presentation" in Google Slides automation

Integrate the Google Slides automation into your playbook to ensure the prompt sharing of Google Slides when a new record has been added on Salesforce.

Click the "Add step" button, then locate the "Share presentation" automation for Google Slides and input the mandatory and relevant details.

If your Google Slides account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Google Slides account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the sharing of Google Slides Once turned on, it will respond to each newly added record in Salesforce by sharing a Google Slides without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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