Can I filter which sales reps get review documents generated?

Absolutely! You can specify criteria such as department, performance score, or tenure to determine which sales reps will receive a performance review template.

Can I customize the performance review template?

Yes, you can customize the template in Google Docs to include specific sections or criteria that are important for your reviews. Just update the template document, and DryMerge will use your custom version.

Which people use this automation? What do they use it for?

This automation is useful for HR managers and team leads who need to create consistent performance review documents for their sales teams efficiently.

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Google Docs + Salesforce

Create Sales Reps Performance Review Templates in Google Docs

Streamline your performance reviews by automatically generating a templated Google Docs document for each sales rep when a new review period starts in Salesforce. This ensures a consistent format and saves time preparing review materials.

New Review Period

Triggers at the start of a new review period for a sales rep

Create Review Template

Generates a performance review document for the sales rep

See more Google Docs to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Sales reps performance review templates in Google Docs"

Create Sales reps performance review templates in Google Docs

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Docs + Salesforce.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

App details

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.