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"Did I reflect this To Do on GitHub as well...?"
Isn't this kind of confirmation frequently exchanged between sales and development? Manually copying and pasting tasks registered in Salesforce to GitHub every time is cumbersome and poses a high risk of oversight. But what if registering a To Do in Salesforce automatically created an Issue in GitHub? Furthermore, what if the GitHub Issue was automatically updated when the task was completed? This would drastically reduce effort and errors, and streamline collaboration between teams.
In this article, we will thoroughly explain the automated integration flow between Salesforce and GitHub! Why not experience the efficiency of automation in your operations?
By using Yoom, you can easily integrate Salesforce and GitHub without any code.
Yoom provides templates for integrating Salesforce and GitHub, so you can achieve integration immediately just by registering, even without API knowledge.
By integrating the APIs of Salesforce and GitHub, you can automatically sync Salesforce data with GitHub!
For example, you can automatically perform data synchronization like the one below without any manual intervention.
Simply click "Try it out" for the automation example you're interested in and register an account to immediately experience the integration of Salesforce and GitHub.
Registration takes only 30 seconds, so feel free to give it a try!
You can create Salesforce tasks as GitHub Issues, which will streamline your development process.
This flow is recommended for development and sales teams that utilize Salesforce and GitHub.
By reflecting task completion in GitHub, you can prevent forgetting to update.
This flow is recommended for those who want to strengthen team collaboration by synchronizing Salesforce progress.
Let's get started by creating a flow that integrates Salesforce and GitHub!
We will be using Yoom to proceed with the integration of Salesforce and GitHub without any code, so if you don't have a Yoom account yet, please create one using the registration form.
[What is Yoom]
This time, we will create a flow bot that automatically creates a GitHub Issue when a To Do is registered in Salesforce!
The creation process is broadly divided into the following steps.
First, register your apps to connect Salesforce and GitHub to Yoom.
By completing the app registration in advance, it becomes easier to proceed with automation settings.
Let's proceed with the settings!
Click "My Apps" → "Add" on the left side of the Yoom screen.
How to Integrate with Salesforce
An app list will be displayed, so find Salesforce from there or use the search function.
When the following screen appears, please log in to Salesforce.
How to Integrate with GitHub
Similarly, find GitHub from the list or use the search function.
When the following screen appears, log in to GitHub.
If Salesforce and GitHub are displayed in your My Apps section, the registration is complete.
Let's proceed with the automation settings!
Log in to Yoom and click "Try it" on the banner below.
The template will be automatically copied, and the following screen will be displayed.
The template will be automatically stored in a project called "My Project," so if you want to check it, please do so from there.
Read the following screen display and click "OK."
When the following screen is displayed, please check the "Title."
You can also change the title to make it easier to use.
First, to set up the flow bot to start when a task is registered in Salesforce, click "When a record is registered in the ToDo object."
The following screen will be displayed, so please check the settings.
If there are no issues, click "Next."
*Salesforce is an app for those using the Team Plan or Success Plan.
If you use it with the Free Plan or Mini Plan, the flow bot operations and data connections may result in errors, so please be careful.
The paid plans (Team Plan, Success Plan) come with a 2-week free trial.
During the trial period, you can try Salesforce, which is usually restricted, without any issues.
Please take this opportunity to experience various features.
When the following screen is displayed, set the "Trigger Interval."
*Please note that the trigger interval varies depending on the plan.
Scroll down and set the "My Domain URL" as explained.
Register a record in the task object in Salesforce for testing purposes.
Once the setup is complete, click "Test."
If the test is successful, "Test Successful" will be displayed, and "Retrieved value" will be shown below it.
Although not displayed on the screen below, values obtained from Salesforce will be added next to the item names in Retrieved value.
The retrieved value will be used in the subsequent settings, so please check for any errors.
Once confirmed, click "Save."
Next, to set up creating an Issue, click "Create Issue."
The following screen will be displayed, so please check the settings.
If there are no issues, click "Next."
When the following screen is displayed, set the "Owner Name" and "Repository Name" as explained.
Scroll down and set the "Title."
By setting Salesforce's "Subject" in the "Title," the title will be automatically added.
Click the arrow in the red frame to display the retrieved value, and select "Subject."
By setting Salesforce's "Description" in the "Comment," Salesforce's description will be automatically added to GitHub.
Once the setup is complete, click "Test."
If the test is successful, "Test Successful" will be displayed, and values will be added to the retrieved data below.
Once confirmed, click "Save."
Next, since the Issue number registered in GitHub is needed for updates, click "Operate Database"
The following screen will be displayed, so please check the settings.
Scroll down and set the "My Domain URL" and "Object API Name."
If there are no issues, click "Next."
The following screen will be displayed, so set the "Conditions for the record to update."
Here, we will use a unique value that is present at the time of the trigger to search for the target record.
This time, we set it as follows.
Next, set the "Values for the updated record."
Since we will set up to update the GitHub Issue number, please select the Salesforce description and the Issue number from GitHub in the description field.
*If you set only the retrieved value of the Issue number, the original description will disappear
Once the setup is complete, click "Test" → "Test Successful" → "Save."
All the settings for each item are now complete!
The following screen will be displayed, and once you click "Turn on Trigger," the automation setup will be complete.
Check if the flow bot you set up is working correctly!
This was the flow where a GitHub Issue is automatically created when a To Do is registered in Salesforce.
Earlier, we introduced how to link data from Salesforce to GitHub, but if you want to link data from GitHub to Salesforce, please use the following template.
GitHub Issues will be automatically reflected in Salesforce Cases, saving you the trouble of manual synchronization.
This flow is recommended for those who want to prevent information discrepancies between different teams, such as customer teams and development teams.
It is possible to automate various tasks using Salesforce and GitHub APIs.
If you find something interesting, please give it a try!
When opportunities or leads are registered in Salesforce, you can add them to a database or send emails.
It is possible to add GitHub issues to a database. Based on the message content, you can create an issue on GitHub.
How was it? By integrating Salesforce with GitHub, you can potentially solve issues such as "eliminating duplicate task management," "smoothing collaboration between sales and development," and "preventing update oversights." Automating everything from task registration to issue creation and updates can enhance work efficiency and improve the quality of information sharing.
<span class="mark-yellow">With the no-code tool Yoom, you can easily integrate Salesforce and GitHub without any programming knowledge!</span> If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.
Why not make task management between sales and development smoother with automated app integration?
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