How to integrate RakuRaku Meisai with Salesforce to add a report to Salesforce when it is issued in RakuRaku Meisai

How to Create a RakuRaku Meisai and Salesforce Integration Flow

Step 1: Integrating RakuRaku Meisai with Salesforce My Apps

‍1.Log in to your Yoom account and register the app you will use.
Click "My Apps" and select "New Connection."

2.First, select the app you want to register and log in with the account corresponding to each app.
Once the registration of the first app is complete, click the "New Connection" button again to register the next app.

3.Once registration in My Apps is complete, the corresponding icons will be displayed.
Be sure to check that the icons for the two registered apps are displayed correctly.
For detailed instructions on registering Salesforce, please refer to the link below.
How to Register Salesforce My Apps

If you do not have an account, please create one on the Yoom Account Issuance Page. If you are using the app for the first time, be sure to check out the First Time Yoom.
If you have any other questions about Yoom, please check the Yoom Help Center.‍

Step 2: Selecting a Template and Preparing the Storage Location

This time, we will create a flow that [Adds Form Information to Salesforce When a Form is Issued in RakuRaku Meisai].
By utilizing this flow, you can automatically add RakuRaku Meisai information to Salesforce, eliminating the need for manual input.
Furthermore, the time spent on input can be used for other tasks, revitalizing the entire team's operations and leading to increased productivity.

Step 3: Setting Up the Integration Between RakuRaku Meisai and Salesforce

1.Click "Try It" from the link below.

2. When the following display appears, the template copy is successful.

3. Follow the steps and edit by clicking the flow icons in order.
Each icon has a "!" mark, so proceed by clicking them in sequence.
First, click on "When a form is issued" at the top.

4. Enter the account information to link with RakuRaku Meisai.
Select "When a form is issued" as the trigger action.

5. Set the trigger activation interval.
The activation interval can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.

Once the input is complete, click "Test".
If there are no errors, click "Save".

6. Return to the flow. Next, click the icon for "Add a record".

7. Set the title freely.
Enter the account information to link with Salesforce.
Select "Add a record" as the execution action.

8. Enter the My Domain URL and the API reference name of the object.
Once the input is complete, click "Next".

9. Enter the values for the record to be added.
Once the input is complete, click "Test".
If the test is successful without issues, save it.

10. This completes the flow of [Adding form information to Salesforce when a form is issued in RakuRaku Meisai].

Step 4: Test and Confirmation

11. Once the setup is complete, the following screen will be displayed. Click the "Turn on Trigger" button. This will activate the flow bot.

Even non-engineers can easily set it up using Yoom's template.
Try this convenient flow from the link below.

Other Examples of Automation Using Salesforce

There are many other examples of automation using Salesforce at Yoom, so here are a few.

1. A flow that adds records to Microsoft Excel when they are registered in Salesforce's custom objects.
By implementing this flow, data is automatically reflected in Microsoft Excel when records are registered in Salesforce's custom objects.
This eliminates the need for manual input, which can improve work efficiency.

2. This is a flow where a record is registered in kintone when a ToDo object is registered in Salesforce.
When a new ToDo object is registered in Salesforce, a new record is automatically added to the kintone database.
This allows the latest sales data to be shared smoothly within the team, improving team performance.

3. This is a flow to add a record to Salesforce when a row is added in Google Sheets.
This flow is recommended for those who want to quickly complete registrations in different apps.
By automatically registering data from Google Sheets to Salesforce, you can reduce manual input errors and save time on data entry.

Summary

By integrating Rakuraku Meisai with Salesforce, unnecessary hassle is eliminated, allowing for smooth information management.
Yoom is a no-code tool, so you can create flows intuitively without programming knowledge.
Use the steps introduced in this article as a reference to automate routine work and repetitive tasks that occur regularly.

Salesforceでレコードの登録や更新があったらカレンダーに追加する

Salesforceでレコードの登録や更新があったらGoogleカレンダーやOutlookのカレンダーに予定を自動で登録します。

楽楽明細とSalesforceを連携するメリット

1.効率性の向上

帳票の発行件数が多い場合、Salesforceに手動でデータ入力する負担が大きく、担当者はコア業務に集中できない時間が増えてしますよね。
このフローを活用することで、帳票発行にあわせて自動で情報が更新されるため、担当者は手動でのデータ入力を行う必要がなくなり、作業負荷が大幅に軽減されるはずです。
これにより、ミスの発生リスクも低減し、業務の効率化が図れるのではないでしょうか。

2.情報反映のタイムラグ軽減

Salesforceに自動で情報を取り込むことで、楽楽明細で作成した帳票情報をスムーズに確認することができます。
これにより、経理部門と営業部門間の情報伝達がスムーズになり、迅速かつ正確なコミュニケーションが可能になるのではないでしょうか。
また、情報伝達の遅れや誤解が減れば、意思疎通がしやすくなるため、日々のコミュニケーションのストレスが軽減されるはずです！

まとめ

楽楽明細とSalesforceの連携により、無駄な手間が省け、情報をスムーズに管理できるようになります。
Yoomはノーコードツールなので、プログラムの知識がなくても直感的にフローを作成できます。
この記事で紹介した手順を参考に、定期的に発生するルーチンワークや反復作業を自動化してみてくださいね！