How to integrate Money Forward Kakebarai with Salesforce and add it to Salesforce once the credit limit review is completed in Money Forward Kakebarai

Step 1: Integration of Money Forward Kakebarai and Salesforce My Apps

*If you have already completed the app integration, please proceed to Step 2.

1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select Money Forward Kakebarai and Salesforce respectively, and integrate the apps.
　*For the API key required for integrating Money Forward Kakebarai, please refer to the article from the official support center on the right to issue it.[API Key Issuance Procedure]
　*For Salesforce integration, please refer to this article.

Next, copy the template to My Project and create a flow bot.
If you haven't copied it yet, please copy the flow bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the redirected page
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.

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Step 2: Setting the Trigger to Activate When the Credit Limit Review for Money Forward Postpay is Completed

1. Open the copied template.
※ You can change the title from the red-framed section in the image below.

2. Click the Flowbot's "App Trigger: When Credit Limit Review is Completed".

3. Configure the "Select Linked Account and Action" settings.
Change the title as needed and click "Next".

4. Configure the app trigger's Webhook event reception settings.
Refer to the instructions and precautions to set it to activate when the credit limit review is completed.
※ Reference: How to Set Up Webhook (Official Support Center Article)

5. If the test is successful, click "Save".

Step 3: Setting the Action to Retrieve Customer Information for Money Forward Postpay

1. Click the Flowbot's "Operate Database: Retrieve Customer Information".

2. Select the linked account and action.
Change the title as needed and click "Next".

3. Configure the API connection settings.
Enter/select in the "Customer ID" and "Switch to Sandbox Environment" fields. Use the output obtained in Step 2 for the "Customer ID" field.

※ The image below is an example of output reference.

4. If the test is successful, click "Save".

Step 3: Setting the Action to Add a Record in Salesforce

1. Click the Flowbot's "Operate Database: Add Record".

2. Integrate the database.
・Title: Can be changed as needed.
・Database Integration: Enter/select any value.
※ The image below is an example of input.

※ The image below is an example of selecting the "API Reference Name of the Object" from the candidates. It assumes synchronization to Account, searching with the keyword "Account".

3. Click "Next".

4. Configure the detailed settings for database operations.
Utilize the output from the form response obtained in Step 2 to set the "Values of the Record to be Added".
※ The image below shows part of the input fields, and the entered output is an example of the settings.

※ The image below is an example of output reference. It can be used alone like in the "Account Name (Name)" field or combined into a sentence like in the "Account Description (Description)" field.

5. If the test is successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow "Add to Salesforce When Credit Limit Review is Completed in Money Forward Postpay".

Examples of Automation Using Money Forward Kakebarai and Salesforce

There are many other examples of automation using Money Forward Kakebarai and Salesforce in Yoom, so here are a few introductions.

1. A flow where information is added to Salesforce when invoice issuance is completed with Money Forward Kakebarai. By synchronizing the invoice ID, amount, payment deadline, etc., with the invoice object, smooth invoice management becomes possible. Ensure that the entire sales team can grasp the billing information.

2. This is a flow for adding information to Google Sheets when the credit limit review is completed with Money Forward Kakebarai. By automatically reflecting the review results in the database, you can display the review results in a list. It is possible to check and analyze credit information in the necessary units, such as by campaign or project.

3. This is a flow where a notification is sent to Chatwork when the credit screening for Money Forward Kakebarai is completed. By integrating Money Forward Kakebarai with the chat tool, real-time notifications can be sent when the screening is completed or when an invoice is issued. This facilitates smooth information sharing across the team and prevents missing important information.

Summary

We introduced a method to automatically add the results of the credit limit review of Money Forward Kakebarai to Salesforce records. Since the review results are synchronized in real-time, transcription work is unnecessary, allowing for the securing of working hours for staff and the prevention of human errors. Additionally, by speeding up information sharing, adjustments towards the start of transactions can be smoothly advanced. By utilizing Yoom, settings can be easily configured, so please try this integration.