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?
For those who want to try it as soon as possible
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.
When a To Do is registered in Salesforce, automatically create an Issue in GitHub.
■Overview The flow 'Automatically create a GitHub Issue when a To Do is registered in Salesforce' is a business workflow that facilitates smooth collaboration between sales and development teams. When To Do information is registered in Salesforce, a related GitHub Issue is automatically generated, streamlining project management. This enables smooth information sharing between teams and allows for quick responses.
■Recommended for ・Sales representatives managing sales activities using Salesforce ・Developers who want to enhance collaboration with development teams by managing projects on GitHub ・Team leaders who want to automate information sharing between sales and development and reduce manual work ・IT personnel in companies aiming to improve business efficiency through Salesforce and GitHub integration ・Executives aiming to quickly share To Do information with development teams and speed up projects
■Notes ・Please integrate both Salesforce and GitHub with Yoom. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot 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.
What You Can Do by Integrating Salesforce and GitHub
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!
Automatically Create a GitHub Issue When a To Do is Registered in Salesforce
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.
When a To Do is registered in Salesforce, automatically create an Issue in GitHub.
■Overview The flow 'Automatically create a GitHub Issue when a To Do is registered in Salesforce' is a business workflow that facilitates smooth collaboration between sales and development teams. When To Do information is registered in Salesforce, a related GitHub Issue is automatically generated, streamlining project management. This enables smooth information sharing between teams and allows for quick responses.
■Recommended for ・Sales representatives managing sales activities using Salesforce ・Developers who want to enhance collaboration with development teams by managing projects on GitHub ・Team leaders who want to automate information sharing between sales and development and reduce manual work ・IT personnel in companies aiming to improve business efficiency through Salesforce and GitHub integration ・Executives aiming to quickly share To Do information with development teams and speed up projects
■Notes ・Please integrate both Salesforce and GitHub with Yoom. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot 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.
Reflect Salesforce To Do Updates to GitHub Issues When Closed
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.
When the To Do in Salesforce is updated to Closed, reflect it in the GitHub Issue.
■Overview The "Reflect GitHub Issue when Salesforce To Do is updated to Closed" flow leverages the integration between Salesforce and GitHub to create a seamless business workflow. When a deal is closed, it is automatically reflected in a GitHub Issue, facilitating smooth information sharing between sales and development teams. By eliminating manual data entry and speeding up data updates, this greatly enhances operational efficiency.
■Recommended for ・Sales and development teams managing To Dos using Salesforce and project management in GitHub ・Project managers looking to automate the integration between Salesforce and GitHub to improve operational efficiency ・Companies aiming to quickly and accurately transmit information from sales to development
■Notes ・Please integrate both Salesforce and GitHub with Yoom. ・Branching is available from the Mini Plan and above. Salesforce is an app available only in Team Plan and Success Plan. For Free Plan and Mini Plan, the configured Flowbot operations and data connections will result in errors, so please be careful. ・Paid plans like Team Plan and Success Plan offer a 2-week free trial. During the free trial period, apps that are subject to restrictions can be used.
Let's Create a Salesforce and GitHub Integration Flow
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.
Register Salesforce and GitHub as My Apps
Copy the template
Set up the Salesforce trigger that initiates the flow and the subsequent GitHub action
Turn on the trigger button to activate the flow bot
When a To Do is registered in Salesforce, automatically create an Issue in GitHub.
■Overview The flow 'Automatically create a GitHub Issue when a To Do is registered in Salesforce' is a business workflow that facilitates smooth collaboration between sales and development teams. When To Do information is registered in Salesforce, a related GitHub Issue is automatically generated, streamlining project management. This enables smooth information sharing between teams and allows for quick responses.
■Recommended for ・Sales representatives managing sales activities using Salesforce ・Developers who want to enhance collaboration with development teams by managing projects on GitHub ・Team leaders who want to automate information sharing between sales and development and reduce manual work ・IT personnel in companies aiming to improve business efficiency through Salesforce and GitHub integration ・Executives aiming to quickly share To Do information with development teams and speed up projects
■Notes ・Please integrate both Salesforce and GitHub with Yoom. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot 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.
Step 1: Register My Apps with Salesforce and GitHub
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.
Step 2: Copy the Template
Let's proceed with the automation settings! Log in to Yoom and click "Try it" on the banner below.
When a To Do is registered in Salesforce, automatically create an Issue in GitHub.
■Overview The flow 'Automatically create a GitHub Issue when a To Do is registered in Salesforce' is a business workflow that facilitates smooth collaboration between sales and development teams. When To Do information is registered in Salesforce, a related GitHub Issue is automatically generated, streamlining project management. This enables smooth information sharing between teams and allows for quick responses.
■Recommended for ・Sales representatives managing sales activities using Salesforce ・Developers who want to enhance collaboration with development teams by managing projects on GitHub ・Team leaders who want to automate information sharing between sales and development and reduce manual work ・IT personnel in companies aiming to improve business efficiency through Salesforce and GitHub integration ・Executives aiming to quickly share To Do information with development teams and speed up projects
■Notes ・Please integrate both Salesforce and GitHub with Yoom. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot 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.
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."
Step 3: Set the Salesforce trigger that starts the flow
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."
Step 4: Set up creating an Issue in GitHub
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."
Step 5: Set up updating a Salesforce record
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."
Step 7: Turn on the trigger button and start the flow bot
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.
If you want to link GitHub data to 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.
Sync GitHub Issues to Salesforce Cases
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.
■Overview The "Sync GitHub Issues with Salesforce Cases" flow is a workflow that automates information sharing between development and sales teams by leveraging the integration between GitHub and Salesforce. When a new issue is created in GitHub, a corresponding case is automatically registered in Salesforce, allowing both teams to keep real-time track of the latest information.
■Who we recommend this template for - Developers and sales representatives who use both GitHub and Salesforce - Project managers who spend time on manual data migration - IT personnel who want to streamline information sharing between teams - Business operators who want to improve operational efficiency through automation - Those implementing Salesforce-GitHub integration for the first time
■Notes - Please integrate both GitHub and Salesforce with Yoom. - Branching is available on the Mini Plan and above, while Salesforce is available only on the Team Plan or Success Plan. If you use the Free Plan or Mini Plan, the operations or data connections set in the 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 restricted apps.
■Overview The "Add Lead Information Registered in Salesforce to Notion" workflow can automate the task of transferring information. Since manual tasks are automated, it helps avoid human errors.
■Recommended for ・Those who use Salesforce for sales activities ・Those who want to quickly reflect lead information registered in Salesforce to Notion ・Those who want to save the trouble of manually entering lead information and manage it quickly ・Those who regularly use Notion and want to promote centralized management ・Those who need to quickly share lead information with team members ・Those who want to prevent information omissions and conduct sales activities efficiently
■Notes ・Please connect both Salesforce and Notion with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot 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 apps that are subject to restrictions.
■Overview This is a flow to perform a duplicate check and add the account to Salesforce when a Google form is submitted. It can streamline the management of data submitted from Google forms.
■Recommended for ・Sales representatives collecting customer information through Google forms. ・Those manually managing data submitted from Google forms. ・Team leaders using Salesforce for customer management. ・Those looking to streamline data entry into Salesforce and improve team productivity. ・Marketing professionals struggling with duplicate data management. ・Those wanting to automate duplicate checks to maintain accurate customer data and enhance marketing effectiveness. ・Executives interested in automation and seeking efficiency. ・Those wanting to automate repetitive data management tasks to focus resources on other important operations.
■Notes ・Please connect both Google Forms and Salesforce with Yoom. ・Refer to the link below for how to retrieve contents when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133 ・Branching is a feature (operation) available in the Mini Plan or higher plans. Operations set in Flowbot will result in an error for the Free Plan, so please be careful. ・Paid plans like the Mini Plan offer a two-week free trial. Restricted apps and features (operations) can be used during the free trial. ・Salesforce is available only in Team Plan and Success Plan. Operations or data connect in Flowbot set for Free or Mini Plan result in an error, so please be careful. ・Paid plans like the Team or Success Plan offer a two-week free trial. Restricted apps can be used during the free trial. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval differs depending on the plan.
■Overview The workflow "Send an email in Outlook when lead information is registered in Salesforce" accelerates customer follow-up. Emails are automatically sent as soon as customer information is registered, improving work efficiency.
■Recommended for ・Those who conduct sales activities using Salesforce ・Those who want to quickly check lead information registered in Salesforce and take swift action ・Companies using Outlook as their email client ・Those who want to eliminate the hassle of manually sending emails when lead information is registered ・Those who want to efficiently share lead information across the sales team and respond quickly ・Those who want to maximize sales opportunities without missing new sales leads
■Notes ・Please integrate Yoom with both Salesforce and Outlook. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flowbot 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 apps that are subject to restrictions.
■Overview This is a flow that adds an issue to GitHub when an email with a specific label arrives in Gmail. With Yoom, you can connect apps without programming, making it easy to implement this flow.
■Recommended for ・Members of a development team managing inquiries or bug reports received via email from customers on GitHub ・Those who want to organize sales or support interactions as GitHub Issues ・Product managers who want to respond quickly to feedback from users ・Those who want to automate organizing and transcribing email content to reduce the hassle of registering GitHub Issues ・Business unit managers managing multiple projects simultaneously who want to efficiently manage email requests from stakeholders
■Notes ・Please connect both Gmail and GitHub with Yoom. ・Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval may vary depending on your plan.
■Overview Every time a new Issue is created on GitHub, understanding its content and determining its priority is a time-consuming task. Especially when many issues occur simultaneously, you may overlook important information or fall behind in response. By using this workflow, the creation of a new Issue triggers ChatGPT to automatically analyze its content and add a comment, which speeds up understanding of the Issue and leads to a more efficient development process.
■Recommended for ・Project managers who spend a lot of time managing Issues on GitHub ・Those who want to leverage ChatGPT to streamline the initial handling of the development process ・Development teams that want to prevent missed manual checks of Issues and delays in response
■Notes ・Please connect Yoom with both GitHub and ChatGPT. ・You can select the trigger interval at 5, 10, 15, 30, or 60 minutes. ・The minimum interval varies by plan, so please be aware. ・To execute ChatGPT (OpenAI) actions, you need a paid OpenAI API plan (your account must be able to make payments when the API is used). https://openai.com/ja-JP/api/pricing/ ・Use of the ChatGPT API is provided by OpenAI as a paid service and is billed based on tokens used for API calls. Therefore, please note that an error will occur if payment cannot be made when using the API.
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.
With the no-code tool Yoom, you can easily integrate Salesforce and GitHub without any programming knowledge! 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.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
.avif)
