Automatically Create Contracts from Salesforce Account Information
You can also automatically create contracts by launching the flow from any account information page.
This also allows you to send and store contracts.
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Salesforce is extremely useful for managing lead and customer information, and you probably often have opportunities to reuse data, such as creating contracts using registered data.
However, when reusing data, you need to access Salesforce, search for the relevant data, and repeatedly copy and paste... right?
So, haven't you ever thought, "I wish I could use the stored data a bit more smartly!"?
<span class="mark-yellow">The solution to such demands is automation using Salesforce!</span>
If you can implement automation using Salesforce, you can send Salesforce data to any tool to automatically create contracts, and even send and store the created contracts!
Creating contracts might become smoother than ever, so if you want to make your work more convenient, please take a look!
Yoom offers templates for automating workflows using Salesforce! If you want to try it right away, click the banner below to get started!
There are several ways to utilize Salesforce data to automatically create contracts. Here are some methods for you to explore!
Simply click "Try it out" on the automation example that interests you, register for an account, and you can immediately experience Salesforce's automatic updates. Registration takes just 30 seconds, so feel free to give it a try!
You can automatically create contracts starting from the update of account objects and then send or forward them to chat tools.
Additionally, they can also be automatically stored in databases or cloud storage.
You can also automatically create contracts by launching the flow from any account information page.
This also allows you to send and store contracts.
Let's dive in and create a flow using Salesforce!
This time, we'll proceed with creating a flow utilizing Salesforce without any code by using Yoom. If you don't have a Yoom account yet, please create one through this registration form.
[What is Yoom]
This time, we will create a flow bot that issues a contract and sends a notification to Telegram when a Salesforce account object is registered!
The creation process is broadly divided into the following steps:
[Pre-setup for Salesforce]
Some settings are required on the Salesforce side to integrate Salesforce with Yoom.
After logging in, click the settings button at the top right and proceed with the setup.
Please refer to this for detailed information.
How to Register My App in Salesforce | Yoom Help Center
[Pre-setup for Telegram]
An access token is required to register a My App in Telegram.
You can issue it by searching for @BotFather and executing the /newbot command to create a bot.
Please refer to this for detailed issuance methods.
[Pre-setup for Google Docs]
This flow requires preparing a Google Docs template to create contracts based on information.
Please refer to this.
📄 How to Set Up "Issuing Documents" | Yoom Help Center
For this instance, we created it in the following format.
1)Once logged into your Yoom account, register the app you will use next.
Click "My Apps" and select "+ Add".
2)A list of apps that can be connected with Yoom will be displayed, and you can search for each app one by one using the search box.
[For Salesforce]
Once you can select Salesforce, log in with the account name you will use.
*If you are already integrated with other services, the API integration with Yoom may not function properly. Please be cautious.
Click "Allow" on the access confirmation screen.
[For Telegram]
Once you can select Telegram, register the access token you copied beforehand.
Enter any account name in the account name field and click "Add".
[For Google Sheets]
Once you can select Google Sheets, log in with your Google account.
3)Once registration is complete, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed.
Now, let's proceed with the explanation using the template.
1) First, click on the "Try it" icon.
2) The following confirmation screen will appear, so click "OK".
If it appears as shown below, the template has been copied.
You can edit the title and details by clicking on them.
Also, the copied template is saved in My Projects, so you can open it from there as well.
Click on the icons with "!" displayed on the right in order from the top to set the operations.
1) First, let's click on "App Trigger: When a new record is registered in the Account object"!
※ Salesforce is an app for those using the Team Plan or Success Plan.
Be careful when using it with the Free Plan or Mini Plan, as the operations of Flowbot and Data Connect will result in errors.
※ There is a 2-week free trial for paid plans (Team Plan, Success Plan). During the trial period, you can try Salesforce, which is usually restricted, without any issues. Please take this opportunity to experience various things.
2) Make sure that "When a new record is registered in the Account object" is selected as the action, and click "Next".
3) Select the trigger activation interval and enter your My Domain URL.
The trigger activation interval varies depending on your subscription plan.
Please check the details of your plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
If you have no particular preference, we recommend selecting the shortest time for your plan!
Once entered, click Test.
If the test is successful, click "Save".
1) Return to the flow and click on the "Operate Database: Retrieve Records" icon.
2) Ensure that "Retrieve Records" is selected as the action, enter your My Domain URL and the API reference name of the object, and click "Next".
3) Here, we want to narrow down the relevant records from the database, so select from the Salesforce output obtained earlier to make it "Account ID equals Account ID".
About Output | Yoom Help Center
Once the input is complete, click "Test".
After the test is complete, click "Save".
1) Return to the flow and click on the "Issue Document" icon.
2) Ensure that "Issue Document" is selected as the action and enter the "Document File ID".
When you click the box, the linked Destination Google Drive Folder ID will be displayed, so select the ID you want to use.
3) Enter the replacement string.
The "String to be Replaced" contains the replacement part of the created contract, so select the relevant information from the Salesforce output and enter it in the "Replacement String".
Once the input is complete, click Test.
After the test is complete, click "Save".
1) Return to the flow and click on the "Integrate with App: Send Message" icon.
2) Ensure that "Send Message" is selected as the action and click "Next".
3) Enter the chat ID.
When you click the box, the linked chat ID will be displayed, so select the ID you want to use.
Similarly, you can select information from the output for the message content.
Use it by inserting it into the text.
Once the input is complete, click Test.
After the test is complete, click "Save".
This completes the flow of 【Issuing a contract and notifying Telegram when an Account object is registered in Salesforce】.
Once the setup is complete, the following display will appear, so click "Turn on the trigger".
Start the Flowbot and check if it operates correctly.
Yoom has many other templates for automation using Salesforce!
Please explore to see if there are any automation examples with apps you are familiar with.
By implementing the automation introduced this time, you can not only automate the creation of contracts but also send the created contracts to other tools and automatically store them in different databases!
This may speed up contract-related tasks. Additionally, you should find it easier to store and share created contracts within your team!
Furthermore, automation using Salesforce can be easily achieved by utilizing Yoom, which requires no programming!
Even without specialized knowledge like that of an engineer, smooth implementation of automation is possible, which can be seen as a benefit for beginners.
If you want to implement such automation, register with Yoom now!
You can create a free account, allowing you to immediately check the actual usability! Please give it a try!
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