Integrate LINE WORKS with Salesforce to register activity history in Salesforce when a message is posted on LINE WORKS.
How to Integrate Applications
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2024/12/24
Integrate LINE WORKS with Salesforce to register activity history in Salesforce when a message is posted on LINE WORKS.
t.aizawa
As a means to solve the challenges of improving the efficiency of the sales team and sharing information, we recommend integrating LINE WORKS with Salesforce! Building a system where the entire team can share information while properly managing daily business negotiations and customer response records will contribute to the success of sales activities. However, don't you often think, "Isn't there a more efficient way?" due to manual input and sharing errors? This article will explain in detail the specific benefits and integration methods that can be obtained by introducing this integration.
Recommended for
Companies looking for an environment where business negotiation details and meeting minutes can be shared in a timely manner with LINE WORKS and can be easily referenced by anyone
Those who find manual input into Salesforce cumbersome and are looking for a system that allows easy registration of history
Sales representatives who want to prevent forgetting to register activity history in their busy work and want to leave a reliable record
Benefits and Examples of Integrating LINE WORKS and Salesforce
Benefit 1: Smooth Information Sharing Across the Sales Team
Isn't information sharing across the entire team very important in the sales field? By posting meeting minutes and customer response records on LINE WORKS, which are automatically registered in Salesforce, information is centralized. This system allows representatives to share information in real-time. For example, if there are special requests or urgent feedback from a customer during a business negotiation, simply posting it on the LINE WORKS channel allows the entire team to immediately understand the content. This process eliminates the need to share via email later or create documents, leading to efficient information transmission.
Benefit 2: Reducing the Burden of Manual Input into Salesforce
To register activity history in Salesforce, sales representatives need to log in each time and manually record the content. This task can be a significant burden, especially for representatives who are often out in the field. However, by using LINE WORKS, simply posting activity content on a dedicated channel automatically reflects the record in Salesforce, reducing the burden of manual input. For example, by posting a memo on LINE WORKS from a smartphone while on the go, the activity history in Salesforce is updated, saving the trouble of entering records after returning to the office.
Benefit 3: Preventing Record Omissions
Customer response records are fundamental to sales activities, but don't you think record omissions are likely to occur in a busy environment? By introducing this integration, the content posted on LINE WORKS is automatically registered in Salesforce, helping to prevent record omissions. This ensures that customer response history is retained, allowing potential issues to be prevented. For example, by immediately recording the response content on LINE WORKS after a customer visit, that information is reflected in Salesforce. If you delay recording, there is a risk of forgetting the content or not recording it accurately, but with this system, you can maintain accuracy by registering the response content immediately after the visit. This accurate record will be useful for preparation for the next visit and maintaining a trust relationship with the customer.
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How to Register Activity History in Salesforce When a Message is Posted on LINE WORKS
By integrating LINE WORKS with Salesforce, you can automatically register activity history in Salesforce when a message is posted on LINE WORKS. Generally, programming knowledge is required to achieve this, but by using the no-code tool Yoom, it can be easily achieved without programming knowledge.
The integration flow is broadly created through the following processes.
Register LINE WORKS and Salesforce as My Apps
Set up when a message is sent in conjunction with LINE WORKS
Extract data from text using AI functions
Integrate with Salesforce to search for records of account objects and register activity history
If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.
Step 1: Integrate LINE WORKS and Salesforce with My Apps
(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".
(2) From the list of new connections in My Apps, click LINE WORKS. (3) The new registration screen for LINE WORKS will appear. Enter the Client ID, Client Secret, and Scope, then click "Add". For instructions on how to register LINE WORKS with My Apps, please refer to the link below.
(4) Next, integrate Salesforce. Similarly, click Salesforce from the list of new connections in Yoom. (5) On the Salesforce login screen, enter your "Username" and "Password" and click Login. * 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 with 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. During the free trial, you can use apps that are subject to restrictions.
Once the integration is complete, LINE WORKS and Salesforce will be registered in My Apps on Yoom.
This completes the registration of My Apps. Next, let's set up triggers using templates!
Step 2: Set up when a message is sent in integration with LINE WORKS
(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.
Click on "When a message is sent to a talk room" in the app trigger.
(2) From the "Select linked account and action" screen of LINE WORKS, check if there is any error in the account information linked with LINE WORKS (API2.0), keep the trigger action as "When a message is sent to a talk room" and click "Next".
(3) From the "App Trigger Webhook Event Reception Settings" screen, copy the Webhook URL and configure it in the LINE WORKS management screen. Log in and configure from the following site.
Once the configuration is complete, click "Test" at the bottom, and if no error occurs, click "Save".
Step 3: Extract data from text using AI features
(1) Next, use Yoom's AI features to extract data from text. Click "Extract data from text". *AI operations are only available in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the flowbot you have set 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).
(2) From the "Select Action" screen, click "Change".
Select the conversion type according to the number of characters in the text.
Once the selection is complete, click "Next". (3) From the "Set Details" screen, enter the target text. By selecting from the output as shown in the image, you can reference LINE WORKS information.
Scroll down, check the red line for the items you want to extract, and enter them directly. Once the input is complete, click "Test", and if no error occurs, click "Save" at the bottom.
Step 4: Integrate with Salesforce to search for account object records and register activity history
(1) Next, integrate with Salesforce to search for account object records. Click "Search for account object records".
(2) From the "Select linked account and action" screen of Salesforce, check if there is any error in the account information linked with Salesforce, keep the action as "Search for account object records" and click "Next".
(3) From the "API Connection Settings" screen, check the red line and enter the search field name, My Domain URL, and fields to retrieve. Select values from the output.
Once the input is complete, click "Test", and if no error occurs, click "Save" at the bottom. (4) Next, register activity history in the account object. Click "Register activity history in account object".
(5) From the "Select linked account and action" screen, check if there is any error in the account information linked with Salesforce, keep the action as "Register activity history in account object" and click "Next".
(6) From the "API Connection Settings" screen, check the red line and enter the My Domain URL.
My Domain URL: Enter directly
Account ID: Select from output
Subject: Select from output
Date: Select from date
Scroll down and select the priority from the dropdown. The content entered in the comments will be registered in Salesforce. By using the output, you can reference LINE WORKS information.
Once the input is complete, click "Test", and if no error occurs, click "Save" at the bottom. (7) Finally, click "Turn on Trigger".
This completes the flowbot "Register activity history in Salesforce when a message is posted in LINE WORKS".
Other Automation Examples Using LINE WORKS and Salesforce
At Yoom, we have other examples of automation using LINE WORKS and Salesforce, and we would like to introduce a few of them.
1. Notify LINE WORKS when a Salesforce deal reaches a specified phase
By utilizing this flow, you can check the content of outbound messages in LINE WORKS, eliminating the need to access Salesforce. Additionally, it reduces the manual effort of sending notifications to LINE WORKS, which can improve work efficiency.
2. Retrieve Salesforce reports daily and notify via LINE WORKS
By utilizing this flow, you can make quick decisions based on the latest data, which is expected to improve team performance. Additionally, since notifications are automatically sent to LINE WORKS daily, it helps prevent any oversights.
3. Notify LINE WORKS when a new lead is registered in Salesforce
When a new lead is registered in Salesforce, a notification is automatically sent to a designated room in LINE WORKS. This allows for quick information sharing with the person in charge. This flow is recommended for sales representatives and sales managers who want to quickly grasp customer information.
Additionally, if you want to check templates using LINE WORKS or Salesforce, please visit the following sites.
The integration of LINE WORKS and Salesforce is expected to improve the efficiency of sales team operations and enhance information sharing. This enables the prevention of record omissions, reduces the hassle of manual input, and allows real-time situation awareness. Additionally, it is easy to register information even while on the go, reducing the burden on busy sales representatives and creating time to focus on important tasks. By leveraging these benefits, you can reduce the "hassle" of operations and establish an efficient sales style.
The person who wrote this article
t.aizawa
I hope everyone's everyday work will be much easier!
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