How to integrate Salesforce with Google to search for company information registered in Salesforce, summarize the retrieved information, and update the records

The copied template is stored in My Projects in the project list, so please check there.

Step 1: Connect Salesforce and Google Search to My Apps

(1) Click "My Apps" on the left side of the Yoom screen, and then click "+ New Connection" displayed on the right side of the screen.

(2) Select Salesforce from the list of apps and refer to How to Register Salesforce to My Apps to connect to My Apps.
(3) Select Google Search from the list of apps and click Sign in with Google

(4) Follow the instructions on the new registration screen, set the account name and access token, and click "Register" to complete the My Apps connection.

(5) Click "My Projects" from the project list and select "Edit" from the ... of the copied template.

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

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

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Step 2: Set a trigger to activate when a company is registered in Salesforce

(1) Click "App Trigger" from the flow list screen.

(2) Set the title, confirm that "When a new record is registered in the account object" is selected for the trigger action, and click "Next".

(3) In the API connection settings screen for the app trigger, set the trigger activation interval and My Domain URL.

(4) Once the settings are complete, click "Test", and if no errors occur, click "Next".‍

Step 3: Set an action to perform a Google search

(1) Click "Integrate with App" from the flow list screen.

(2) Set the title, confirm that "Retrieve Search Results" is selected for the action, and click "Next".

(3) In the API connection settings screen, set the search engine ID and search query. The search query can be configured using output and text.

(4) Once the settings are complete, click "Test", and if no errors occur, click "Save".‍

Step 4: Set an action to summarize

(1) Click "Summarize" from the flow list screen.

(2) Set the title, confirm that "GPT4o-mini｜Summarize text within 3,500 characters (3 tasks)" is selected for the action, and click "Next".

(3) In the screen to set details, specify the text to be summarized from the output of "Retrieve Search Results".

(4) Next, specify the character count and summary conditions as desired.

(5) Once the settings are complete, click "Test", and if no errors occur, click "Save".‍

Step 5: Set an action to update records

(1) Click "Operate Database" from the flow list screen.

(2) Set the title, confirm that "Update Record" is selected for the execution action.

(3) Set the items for database integration. Set the My Domain URL, select the appropriate one from the candidates by the object's API reference name, and click "Next".

(3) In the detailed settings screen for database operations, select the appropriate one from the dropdown menu for the conditions of the record you want to update, and set the value of the updated record from the output.

(4) Once the settings are complete, click "Test", and if no errors occur, click "Save".
(5) Finally, turn "Trigger ON" to complete.

Thank you for your hard work! The flow introduced this time is available by registering with Yoom.

Other Automation Examples Using Salesforce and Google Search

Here, in addition to the flow introduced above, we will introduce three useful automation flows.
With Yoom, you can also utilize these flows to support the efficiency of your operations. Please take a look at the following flows for reference!

1. This is a flow where, when a deal is registered in Salesforce, an appointment is automatically added to the Google Calendar of the person in charge of the deal.
This flow reduces the need to manually input schedules, allowing the sales team to manage their schedules more efficiently. Since you can see the schedule of deals at a glance, coordination within the team will also be smoother. It seems helpful in preventing missed appointments and managing schedules.

2. This is a flow that adds opportunity information to Google Sheets when Salesforce opportunity information is registered.
By using this flow, which automatically reflects the data in Google Sheets every time opportunity information is registered in Salesforce, the hassle of manual data entry is reduced, making it convenient when smooth information management is required. Google Sheets is a tool that is easy for everyone to use, so it seems useful for analysis and report creation as well.

3. This is a flow where keywords added in Google Sheets are searched on Google, and the results are updated in Google Sheets.
It is recommended for those who want to efficiently conduct regular information gathering in marketing or research tasks. Additionally, since search results can be managed collectively in Google Sheets, it becomes easier to organize and analyze information, and sharing within the team will also be simplified. It seems useful for competitive analysis and understanding market trends as well.

Summary

The flow introduced this time is an effective means to reduce manual workload and improve information management and work efficiency by integrating Salesforce with Google Search.
In particular, by automatically searching Google based on company information and having AI summarize the results to update records, you can manage necessary data accurately while making efficient use of your time.
With Yoom, you can set up integration between Salesforce and Google tools without programming knowledge, enabling the automation of complex tasks.
Schedule management and information organization proceed smoothly, and you can expect improved work efficiency across the entire team.
If you want to enhance work efficiency and focus on more strategic tasks, be sure to incorporate these automated flows using Yoom.