How to Create a Folder in Microsoft SharePoint When an Account is Registered in Salesforce

With just 4 steps, it's easy to set up.

1. Register Salesforce and Microsoft SharePoint in My Apps
2. Set a trigger to activate when a new record is registered in the Account object
3. Set an action to add a record in Microsoft SharePoint
4. Test and verify

Step 1: Integrate Salesforce and Microsoft SharePoint with My Apps

If you're using it for the first time, please check out Getting Started with Yoom.

1. Log in to your Yoom account.

If you don't have an account, please create one first on the Yoom account creation page.

Click "My Apps" and select "New Connection".

2. Click on New Connection.

3. You can search by app name from the red frame. This time, search for and register Salesforce and Microsoft SharePoint respectively.
Once registration in My Apps is complete, the icons for Salesforce and Microsoft SharePoint will appear in My Apps. Please confirm.

For registering Salesforce in My Apps, please refer to the link below.

How to Register Salesforce in My Apps

Please note the following points regarding the integration of Salesforce and Microsoft SharePoint apps.

・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

・Microsoft365 (formerly Office365) has a Home Plan and a General Business Plan (Microsoft365 Business), and if you are not subscribed to the General Business Plan, authentication may fail.

If you have any other questions about Yoom, please check out the Yoom Help Center.

Select a Template and Prepare a Storage Location

‍Click "Try it" in the banner below to set up automation.

If the following message appears, the template copy was successful.

Step 2: Set up a trigger to activate when a new record is registered in the Account object

1. Click in order to set up.
First, click on "When a new record is registered in the Account object" at the top.

2. You can set the title freely.
Enter the account information to connect with Salesforce.
Select "When a new record is registered in the Account object" as the trigger action.
Once you have finished entering, click "Next".

3. Set the trigger activation interval and My Domain ID.
You can select the activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Once the setup is complete, click Test.
If no errors occur, save it.

※ Please note that the shortest activation interval varies depending on the plan.

Step 3: Set up an action to create a folder in Microsoft SharePoint

1. Click the "Create Folder" icon.

2. Enter the account information to connect with Microsoft SharePoint.
Select "Create Folder" as the execution action.

3. Set up the API connection.
When you click on each item, outputs and suggestions will be displayed.
Select the Site ID, Parent Folder Item ID, and Drive ID from the suggestions, and select the Parent Folder Name and Folder Name from the outputs.
Once the setup is complete, perform a test, and if there are no issues, save it.

4. With this, the flow of "Create a folder in Microsoft SharePoint when an account is registered in Salesforce" is complete.

Step 4: Testing and Verification

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

Specific Use Cases for This Flow

Here are some use cases where the template introduced this time can be utilized.

1. Centralized Management of Sales Activities and Automation of Document Sharing

Every time a new account is registered in Salesforce, a related document folder is automatically created in SharePoint, enabling smooth information sharing between the sales team and the management department.
For example, sales representatives can quickly find necessary contracts and proposal documents, reducing the time spent on tasks.
Furthermore, this integration centralizes document management for each account, eliminating the hassle of searching for related documents.

2. Efficient Management of Project Documents for Each Account

When a new account is registered in Salesforce, a project-specific folder is automatically generated in SharePoint.
All necessary documents for the project, such as proposals, contracts, and meeting records related to the account, can be stored together.
Additionally, all project members can easily access the necessary information, preventing omissions and confusion in work.

3. Creation of Contract Management Folders When Registering New Customers

When a sales representative registers a new customer in Salesforce, a dedicated folder for that customer is automatically created in SharePoint.
This folder can store all materials related to the customer, such as contracts, proposals, important correspondence documents, email history, customer hearing contents, and notes on past interactions.
This allows each department to share the necessary information accurately and quickly, enabling the finance team to check contracts and proceed with the billing process, and the support team to immediately understand customer needs and provide appropriate assistance.

Even if you don't understand programming, you 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 a record to Google Sheets when a record is registered in a Salesforce custom object.
When a new record is registered in a Salesforce custom object, its content is automatically transferred to Google Sheets.
By automating the transfer work, the burden on the person in charge is reduced, and the possibility of human error is also lowered.

2. This is a flow for sending template emails in Outlook based on Salesforce contact information.
Template emails are automatically sent from Outlook according to the contact information, eliminating the need for manual sending by the person in charge.
Automation reduces the likelihood of manual errors, allowing for more accurate and courteous responses to customers.

3. This is a flow that adds a ToDo object registered in Salesforce to Microsoft Excel
By utilizing this flow, every time a ToDo object is registered in Salesforce, the information is automatically reflected in the Microsoft Excel database.
This allows you to focus on important tasks such as ToDo management and customer support.

Summary

By integrating Salesforce and Microsoft SharePoint, representatives have significantly reduced the manual effort required for folder creation.
As a result, they can focus on high-priority tasks such as customer service and sales activities, which is expected to improve productivity.
The introduction of automation using Yoom does not require specialized knowledge or advanced skills. The process is clearly explained step by step, allowing for easy setup by simply following the on-screen instructions.
If you're aiming to improve business efficiency, try app integration.

データベースにレコードが追加されたらMicrosoft SharePointにフォルダを作成する

Google スプレッドシートやNotionなどにレコードが追加されたらMicrosoft SharePointにフォルダを自動で作成します。

‍SalesforceとMicrosoft SharePointの連携で解決できる課題とは？

解決できること1: 迅速な情報アクセス

Salesforceで取引先が登録された際にMicrosoft SharePointにフォルダを自動作成することにより、各取引先ごとに関連する資料やドキュメントをスムーズに格納する仕組みが整います。
この一元化されたフォルダへのアクセスは、営業担当者が必要な情報を迅速に見つけるのを助け、取引先に対する対応のスピードが向上するのではないでしょうか。
これにより、顧客への応答時間が短縮され、より迅速で的確なサービス提供が可能になりますね。

解決できること2: ヒューマンエラーの防止

取引先の登録時にフォルダを手作業で作成すると、担当者に大きな負担がかかり、フォルダ名の誤りや重複作成といったヒューマンエラーが発生しやすくなりますよね。
手作業でのフォルダ作成は時間がかかり、作業に集中している間に他の業務が滞る可能性もあります。
しかし、この作業を自動化することで、フォルダ名の誤りや構造上のミスを防ぎ、システム全体のデータ品質を高く保つことができるはずです。
また、フォルダ管理における修正作業が減れば、付加価値の高い作業に取り組む時間を確保できるようにようなるのではないでしょうか。

解決できること3: 部門間の連携強化

SalesforceとMicrosoft SharePointを自動で連携することで、営業部門やバックオフィス、顧客サポートチームといった異なる部門間で情報共有が簡単に行えます。
取引先に関連する資料をSharePointにまとめれば、各部門のメンバーが必要な情報を素早く見つけることができ、検索にかかる時間を大幅に削減できますよね。
また、迅速なデータ共有により業務の効率が上がり、取引先対応における部門間の連携も強化されるのではないでしょうか。
異なる部門のメンバーが同じ情報を確認することで、業務の正確性とスピードの向上につながります。

SalesforceとMicrosoft SharePointを使った具体的な利用シーン

今回ご紹介したテンプレートが活きる利用シーンも紹介します。

1.営業活動の一元管理とドキュメント共有の自動化

Salesforceに新規取引先が登録されるたびに、SharePointに関連するドキュメントフォルダを自動で作成することで、営業チームと管理部門の間でスムーズな情報共有が実現されます。
例えば、営業担当者が必要な契約書や提案資料をすぐに見つけられるようになれば、業務にかかる時間を削減できますね。
さらに、この連携により、取引先ごとの資料管理が一元化され、関連するドキュメントを探す手間も省けるはずです。

2.取引先ごとのプロジェクト資料管理の効率化

新規取引先がSalesforceに登録された際に、SharePointにプロジェクト専用のフォルダが自動で生成されます。
取引先に関連する提案書、契約書、会議記録など、プロジェクトに必要な資料を全てまとめて保存することができるようになるはずです。
さらに、プロジェクトメンバー全員が必要な情報に簡単にアクセスできれば、作業の漏れや混乱を防げるのではないでしょうか。

3.新規顧客登録時の契約書管理用フォルダ作成

営業担当者がSalesforceで新規顧客を登録すると、自動的にSharePointにその顧客専用のフォルダが作成されます。
このフォルダには契約書、提案書、重要な連絡文書、メールの履歴、顧客からのヒアリング内容、過去のやり取りに関するメモなど、顧客に関するあらゆる資料を保存することができます。
これにより、各部署が必要な情報を正確かつ迅速に共有できれば、財務チームが契約書を確認してスムーズに請求プロセスに入ったり、サポートチームが顧客のニーズをすぐに把握して適切な支援を行ったりできるようになるのではないでしょうか。

まとめ

SalesforceとMicrosoft SharePointを連携することで、担当者はこれまで手作業で行っていたフォルダ作成の手間を大幅に削減できました。
その結果、顧客対応や営業活動といった優先度の高い業務に集中でき、生産性が向上することが期待できます。
Yoomを使った自動化の導入には、専門的な知識や高度なスキルは必要ありません。
手順ごとにわかりやすく説明されているため、画面の指示に従って入力を進めるだけで、簡単に設定が完了します。
業務効率化を目指すなら、アプリ連携をぜひ試してみてくださいね！