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"It's such a hassle to open Salesforce and check lead information..."
"There's no point if the data registered in Salesforce can't be shared within the team..."
Have you ever felt this way?
When sharing information in sales or within the company, if Salesforce data isn't shared, it might delay responses.
Therefore, by integrating Salesforce with chat tools or email, you can save the trouble of notifications and make sharing easier.
This way, you can share the necessary information with the necessary people, eliminating the worry of missing important information.
In this article, we will explain how to set up automation to notify Salesforce data!
The automation we introduce can be easily set up without any code, so please give it a try.
Yoom offers templates for automating workflows using Salesforce! If you want to try it right away, click the banner below to start!
There are various ways to automatically notify Salesforce data. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience Salesforce's automatic updates. Registration takes just 30 seconds, so feel free to give it a try!
This is a flow that sends notifications to chat tools like Google Chat, starting from sales support apps like Salesforce.
It's convenient because you can keep track of activities just through chat without having to open Salesforce repeatedly!
This is a flow for sending and forwarding messages using email tools like Gmail, starting from business management applications like Salesforce.
It is useful in scenarios commonly seen in sales activities, such as "sending materials" and "responding to inquiries"!
Now, let's create a flow to automatically notify Salesforce data!
This time, we will proceed with the setup using Yoom without any coding!
If you do not have a Yoom account yet, please issue one from the registration form here.
[What is Yoom]
This time, we will create a flow bot that notifies Google Chat when lead information is registered in Salesforce!
The creation process is broadly divided into the following steps.
First, log in to your Yoom account.
If you are new to Yoom, please check out Getting Started with Yoom.
1. Click on My Apps and then click on + Add.
2. You can search by app name in the input field.
Let's register Salesforce as My App!
Enter Salesforce in the input field, and the Salesforce icon will appear. Click on the Salesforce icon.
Salesforce is an app available only on the Team Plan and Success Plan.
On the Free Plan or Mini Plan, Flowbot operations and data connections may result in errors, so please be careful.
Note that there is a 2-week free trial for paid plans (Team Plan and Success Plan), so try it out with the trial first!
1. The Salesforce login screen will appear. Log in with the account you want to integrate.
For detailed instructions on registering My App with Salesforce, refer to the following link.
How to Register My App with Salesforce
If an error is displayed during My App integration, please check the following link.
If "Session expired or invalid" error is displayed in Salesforce
Click "Add" to complete the registration of My App with Salesforce.
Similarly, search for Google Chat and click on the icon.
Integration with Google Chat is only possible with Google Workspace.
For more details, refer to here.
Search for Google Chat in the same way.
Click on Google Chat (OAuth).
1. The following screen will appear.
Click on "Sign in with Google".
2. Enter the Client ID and Client Secret.
For detailed instructions on registering My App with Google Chat, refer to here.
Once you have finished entering, click "Register".
If the registration of My App is successful, the following screen will be displayed.
Check if the icons for Salesforce and Google Chat are displayed on the My Apps screen.
Click on "Try it" from the link below.
If the following display appears, the template copy was successful.
The copied template will be stored in My Projects.
First, click on the icon at the top that says "When a new record is registered in the Lead object".
Set up the account information to integrate with Salesforce.
Select the trigger "When a new record is registered in the Lead object".
Once the setup is complete, click "Next".
Once the setup is complete, click Test.
When the test is successful, the information retrieved from Salesforce will be displayed as output.
If you are interested in the details of the output, please check the link below.
About the output
Don't forget to click "Save" once the test is successful!
Finally, click on the "Send Message" icon.
Set up the account information to integrate with Google Chat.
Select the action "Send Message".
Once the setup is complete, click "Next".
Set up each item.
Once the setup is complete, test to ensure it works properly.
If there are no issues, save and you're done!
Well done! All settings are now complete.
Once the setup is complete, the following screen will appear.
Click "Turn on the trigger" to activate the flow bot.
This was the method to notify Google Chat when lead information is registered in Salesforce!
In addition, you can read business card data with OCR and automatically register it in Salesforce.
You can also notify Salesforce reports to Slack!
Eliminate the hassle of Salesforce data notifications and deliver them accurately to your team.
By implementing the automation described in this article, you can easily achieve this ideal.
<span class="mark-yellow">Notifying Salesforce data to Google Chat or Microsoft Teams should streamline internal collaboration.</span>
Additionally, based on Salesforce leads and contact information, you can send template emails via Gmail or Outlook, saving the effort of composing emails.
By introducing such automation, you can also prevent oversights and delays in response.
If you're interested in automation using Yoom, please create a free account here.
Registration is simple and can be completed in about 30 seconds, so you can set it up between tasks!
You won't have to worry about "I need to share that information with the team," allowing you to focus on other tasks.
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