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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!"?
The solution to such demands is automation using Salesforce!
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!
■Overview
The flow "Issue a contract and notify via Telegram when an account object is registered in Salesforce" is a business workflow that enhances the efficiency of sales operations and enables rapid communication.
When a new account is registered in Salesforce, a contract is automatically created and the necessary information is entered.
Then, by notifying the completion of the contract issuance via Telegram, the entire team can understand the situation in real-time.
This helps to eliminate manual document creation and notification tasks, contributing to faster operations and error prevention.
■Recommended for
■Benefits of using this template
With the automation of contract creation, a contract is automatically created when an account is registered in Salesforce, reducing manual input tasks.
Additionally, since the contract issuance status is immediately notified via Telegram, information sharing across the team becomes smooth.
Furthermore, by automating manual tasks, it leads to faster operations and error prevention.
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.
■Overview
The flow "Issue a contract and notify via Telegram when an account object is registered in Salesforce" is a business workflow that enhances the efficiency of sales operations and enables rapid communication.
When a new account is registered in Salesforce, a contract is automatically created and the necessary information is entered.
Then, by notifying the completion of the contract issuance via Telegram, the entire team can understand the situation in real-time.
This helps to eliminate manual document creation and notification tasks, contributing to faster operations and error prevention.
■Recommended for
■Benefits of using this template
With the automation of contract creation, a contract is automatically created when an account is registered in Salesforce, reducing manual input tasks.
Additionally, since the contract issuance status is immediately notified via Telegram, information sharing across the team becomes smooth.
Furthermore, by automating manual tasks, it leads to faster operations and error prevention.
■Overview
The flow "When an account object is registered in Salesforce, a contract is issued and stored in Box" is a business workflow that streamlines contract management in sales activities.
When a new account is registered in Salesforce, a contract is automatically created and securely stored in Box.
This eliminates the need for manual contract creation and file management, reducing the risk of input errors and file loss.
Additionally, by utilizing AI and OCR functions, contract content verification and data extraction can be performed smoothly.
By implementing this workflow, the sales team can expedite the contract process, supporting business growth.
■Recommended for
■Benefits of using this template
By utilizing this flow, contracts are automatically created and stored in Box simultaneously with account registration in Salesforce, significantly reducing manual work time.
Automation also prevents human errors during contract creation, enabling accurate data management.
Furthermore, since contracts are neatly stored in Box, they can be accessed quickly when needed, facilitating smooth information sharing.
■Overview
The flow "Issue a contract and add it to Microsoft Excel when an account object is registered in Salesforce" is a business workflow that streamlines the sales process.
Every time a new account is registered in Salesforce, a contract is automatically created and data is added to Microsoft Excel.
This significantly reduces the effort of manual document creation and data entry, speeding up business operations.
■Recommended for
■Benefits of using this template
By utilizing this flow, you can significantly reduce work time through the automation of contract creation and data entry.
Additionally, it smooths the integration between Salesforce and Microsoft Excel, improves data accuracy by preventing human errors, and unifies business workflows.
You can also automatically create contracts by launching the flow from any account information page.
This also allows you to send and store contracts.
■Overview
The business workflow of "Issuing contracts from Salesforce account information and notifying Microsoft Teams" streamlines the sales process and facilitates smooth communication.
Contracts are automatically created based on account information registered in Salesforce, and notifications are sent to Microsoft Teams upon completion.
This significantly reduces the manual effort required for contract creation and information sharing.
By leveraging Yoom's API integration, AI, OCR, and RPA features, the entire workflow is automated, enabling error prevention and rapid response.
■Recommended for
■Benefits of using this template
By utilizing this flow, you can launch the flow directly from the Salesforce account information page and automatically create contracts, reducing the time spent on manual input.
Automation also reduces human error, ensuring accurate contract creation.
Notifications are sent to Microsoft Teams immediately after contract creation, facilitating smooth information sharing within the team.
By leveraging API integration and RPA features, multiple business processes can be centrally managed, improving overall business efficiency.
■Overview
The flow of "Issuing contracts from Salesforce account information and storing them in Notion" is a business workflow that facilitates smooth contract creation and information management in sales operations.
It automatically generates contracts by utilizing account data managed in Salesforce.
Furthermore, by organizing and storing these contracts in Notion, centralized information management is achieved.
This supports efficient business operations by eliminating the hassle of manual data entry and document management.
■Recommended for
■Benefits of using this template
By utilizing this flow, contracts can be automatically created based on Salesforce data, significantly reducing the time spent on manual tasks and speeding up contract creation.
Additionally, the automatically stored contracts in Notion make information organization and access easier.
Furthermore, reducing manual data entry decreases the risk of human error.
■Overview
The "Generate Contracts from Salesforce Account Information and Store in One Drive" flow is a business workflow designed to streamline sales operations.
It automatically creates contracts by utilizing account data managed in Salesforce.
Furthermore, by automatically saving the created contracts to One Drive, it significantly reduces the effort required for document management.
■Recommended for
■Benefits of Using This Template
By utilizing this flow, you can directly trigger the flow from Salesforce and automate contract creation using that information, achieving a reduction in manual work and shortening of work time.
Additionally, automation reduces human errors, and centralized management of contracts allows for quick access, enabling smooth business execution through the integration of each process.
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:
■Overview
The flow "Issue a contract and notify via Telegram when an account object is registered in Salesforce" is a business workflow that enhances the efficiency of sales operations and enables rapid communication.
When a new account is registered in Salesforce, a contract is automatically created and the necessary information is entered.
Then, by notifying the completion of the contract issuance via Telegram, the entire team can understand the situation in real-time.
This helps to eliminate manual document creation and notification tasks, contributing to faster operations and error prevention.
■Recommended for
■Benefits of using this template
With the automation of contract creation, a contract is automatically created when an account is registered in Salesforce, reducing manual input tasks.
Additionally, since the contract issuance status is immediately notified via Telegram, information sharing across the team becomes smooth.
Furthermore, by automating manual tasks, it leads to faster operations and error prevention.
[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.
■Overview
The flow "Issue a contract and notify via Telegram when an account object is registered in Salesforce" is a business workflow that enhances the efficiency of sales operations and enables rapid communication.
When a new account is registered in Salesforce, a contract is automatically created and the necessary information is entered.
Then, by notifying the completion of the contract issuance via Telegram, the entire team can understand the situation in real-time.
This helps to eliminate manual document creation and notification tasks, contributing to faster operations and error prevention.
■Recommended for
■Benefits of using this template
With the automation of contract creation, a contract is automatically created when an account is registered in Salesforce, reducing manual input tasks.
Additionally, since the contract issuance status is immediately notified via Telegram, information sharing across the team becomes smooth.
Furthermore, by automating manual tasks, it leads to faster operations and error prevention.
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.
◼️Overview
Integrate Salesforce with Gmail and use Yoom's Chrome extension to launch Yoom's Flowbot with one click from the Salesforce lead information page, automatically sending template emails via Gmail.
Feel free to modify the content of the template emails as needed.
You can also send attachments such as service documents.
◼️Notes
・Please integrate your Gmail and Salesforce accounts with Yoom for use.
・Please install and use Yoom's Chrome extension.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
■Overview
This is a flow to create a payment link from Salesforce to Stripe and send it via email.
By using Yoom, you can easily connect apps without programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Salesforce.
■Recommended for
1. Those who use Salesforce for customer and sales management
・Those who want to efficiently handle billing tasks and quickly complete payments
2. Those who use Stripe for payment processing
・Those who want to automate the process of generating payment links directly from Salesforce and sending them to customers
■Benefits of using this template
By utilizing an automated flow that creates a payment link from Salesforce to Stripe and sends it via email, you can eliminate the manual effort of generating links and sending emails.
This improves operational efficiency and enables quicker response to customers.
Additionally, reducing manual errors enhances reliability for customers.
In particular, speeding up and ensuring accuracy in billing tasks contributes to improved cash flow and supports smooth business operations overall.
■Notes
・Please integrate Yoom with both Salesforce and Stripe.
・Stripe and Salesforce are apps available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flowbot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial period.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■Overview
When you upload a business card image to the input form, necessary information is automatically extracted from the business card using OCR and stored in the Salesforce lead object.
This can be utilized when registering business card information collected from exhibitions or events into Salesforce.
Business card images taken with a smartphone or similar device can be used without any issues.
■Setup Method
1. Set up a form to collect business card data. Configure the items you want to extract with the "Read text from business card data" action.
2. Automatically store the read data in the Salesforce lead object with the "Add lead information" action.
■Notes
・Please prepare the business card data.
・Integration settings between Salesforce and Yoom are required.
・Available with Yoom's team plan or higher.
・AI operations are features available only in the team plan and success plan. In the case of the free plan or mini plan, the operation of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the team plan and success plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow that updates Salesforce records when a row is updated in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers who manage shared sheets and share information
・HR personnel who share sheets with multiple offices to share employee information
2. Companies managing deals with Salesforce
・Those who manage and share progress for each project within the team
・Sales managers who oversee all internal projects
■Benefits of using this template
Google Sheets helps to smoothly accumulate and share information, facilitating business operations.
However, manually entering updates in both Google Sheets and Salesforce is inefficient and time-consuming.
This flow is suitable for those who want to reflect updates without spending time.
By referencing updates in Google Sheets to edit Salesforce information, it prevents manual errors and saves effort.
■Notes
・Please integrate both Google Sheets and Salesforce with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are usually restricted.
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!
