How to register a record in kintone when an account object is registered in Salesforce by integrating Salesforce and kintone

Step 1: Integrate Salesforce and kintone with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click on Salesforce.
(3) On the Salesforce login screen, enter your "Username" and "Password" and click Login.
※ Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set with 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 apps that are subject to restrictions.

(4) Next, integrate with kintone. Similarly, click on kintone from the list of new connections in Yoom.
(5) The kintone new registration screen will appear, so enter the subdomain, client ID, and client secret in the three fields, and click Add.
※ For information on how to check the subdomain, client ID, and client secret, please refer to the following site.

How to Register kintone My App

Main Reasons and Solutions for Not Being Able to Register kintone My App

(5) The following content will appear, so check it and click Allow if there are no issues.

Once the integration is complete, Salesforce and kintone will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Integrate with Salesforce and Set Up When a Record is Registered in the Account Object

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on the app trigger "When a new record is registered in the account object".

(2) From the Salesforce "Select Integration Account and Action" screen, check that there are no errors in the account information to be integrated with Salesforce, keep the trigger action as "When a new record is registered in the account object", and click "Next".

(3) From the "App Trigger API Connection Settings" screen, select the trigger activation interval.
Please select the trigger activation interval from the dropdown menu with options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest trigger activation interval varies depending on the plan.

Scroll down, check the red line, and enter the My Domain URL.
Once the entry is complete, click "Test", and if no error occurs, click "Save" at the bottom.

Step 3: Integrate with kintone to add records

(1) Next, integrate with kintone to add records.
Click "Add Record".

(2) From the kintone "Database Integration" screen, check that there are no errors in the account information to be integrated with kintone, keep the execution action as "Add Record", and click "Next".

Scroll down and select the App ID from the candidates.

Once the entry is complete, click "Next".
(3) From the "Database Operation Detailed Settings" screen, select the values of the records to be added from the output.

Once the entry is complete, click "Test" at the bottom, and if no error occurs, click "Save".
(4) Finally, click "Turn Trigger ON".

This completes the flow bot "When an account object is registered in Salesforce, register a record in kintone".

Other Automation Examples Using Salesforce and kintone

At Yoom, there are other examples of automation using Salesforce and kintone, and we would like to introduce a few of them.

1. Registering a New Lead in Salesforce Automatically Registers it in kintone

When a new lead is registered in Salesforce, the information from Salesforce is automatically reflected in kintone. This eliminates the need for manual entry into kintone, which can improve work efficiency. This flow is especially recommended for sales representatives who register customer information.

2. Add a record to the kintone database when Salesforce opportunity information is registered

By utilizing this flow, you can eliminate the hassle of transcribing to kintone, and prevent omissions or input errors. Additionally, the content of the record to be added can be freely set, allowing for flexible responses.

3. Register a client in Salesforce and notify Slack when a record is registered in kintone

By integrating communication tools with kintone and Salesforce, you can automatically be informed on Slack when a client is registered in Salesforce. This allows you to keep track of information without opening multiple systems.

Additionally, if you would like to check templates using Salesforce or kintone, please visit the following sites.

List of Flowbot Templates Using Salesforce

List of Flowbot Templates Using kintone 

Benefits and Examples of Integrating Salesforce and kintone

Benefit 1: Reduction of Data Entry Work and Prevention of Human Error

By integrating Salesforce and kintone, you can eliminate the hassle of manually transcribing client information, thereby improving operational efficiency.
This is expected to prevent human errors that often occur with manual work, such as misspelling customer names or entering incorrect phone numbers. Additionally, if data is not synchronized across multiple systems, there is a risk of proceeding with outdated information, but this integration can help reduce that risk.
For example, when a sales representative registers customer information in Salesforce, the responsible department on kintone can easily start actions based on accurate data.

Benefit 2: Consistency in Operations through Centralized Data Management

Integrating Salesforce and kintone allows for centralized management of customer data and related information.
This can help reduce the risk of information leakage or duplicate registrations that occur due to data dispersion.
For instance, even if the sales team manages customers in Salesforce and the back-office team uses kintone as a platform for project management, this integration allows for automatic reference to the sales team's information, making it easier to maintain data consistency.
Such a unified data management system supports company-wide data utilization and enables more strategic decision-making.

Benefit 3: Highly Customizable Data Management

One of the attractions of kintone is its flexible customizability, and by utilizing data integrated from Salesforce, you can build apps optimized for your operations.
For example, in kintone, you can manage a series of processes from customer information to project management and inventory management by linking multiple apps.
By combining kintone's flexible features with Salesforce's customer data, you can build an optimal workflow for your company.

Conclusion

The integration of Salesforce and kintone offers many benefits, such as streamlining data entry, smooth information sharing, highly customizable data management, automation of business processes, and centralized data management.
This can create an environment where daily operations run smoothly, allowing employees to focus on more valuable tasks. Additionally, it can be easily set up without specialized knowledge due to its no-code nature. Why not consider this integration to improve operational efficiency?