How to integrate Salesforce with kintone to register a record in kintone when a ToDo object is registered in Salesforce

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 Salesforce.
(3) On the Salesforce login screen, enter your "Username" and "Password" and click Login.
※ Salesforce and Stripe are apps available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flowbot you have set 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 kintone. Similarly, click 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 Unable 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 ToDo Object

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

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

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

(3) From the "API Connection Settings for App Trigger" screen, select the trigger interval.
Select the trigger 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 interval varies depending on the plan.

Scroll down, check the red line, and enter the My Domain URL.
Once the input is complete, click "Test," and if no errors occur, 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 "Database Integration" screen in kintone, verify 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 options.

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

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
(4) Finally, click "Turn ON Trigger."

This completes the flowbot for "Extracting information received in Outlook mail with AI and notifying it to Google Chat."

Other Automation Examples Using Salesforce and kintone

At Yoom, we have 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 reduces the need for manual entry into kintone and is expected to 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 save the effort of transferring data to kintone, and prevent omissions or input errors. Additionally, the content of the records 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 check information without opening multiple systems.

Additionally, if you want 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: Centralized Task Management

By integrating Salesforce and kintone, you can centralize tasks that were managed across different platforms.
For example, when the sales team creates a ToDo related to customer deals in Salesforce, that data is automatically linked to kintone, allowing the back-office team to check the progress and assignee of the task in kintone.
This centralized management is expected to prevent task duplication and confusion among assignees. Additionally, for companies using both systems, smooth information sharing between departments becomes possible, leading to improved overall operational efficiency.

Benefit 2: Timely Data Sharing

Leveraging the integration of Salesforce and kintone, the moment the sales team registers a new task in Salesforce, it is timely reflected in kintone.
This allows for the latest information to be immediately shared between the sales department and other departments, enabling timely decision-making.

For instance, if a salesperson registers an urgent follow-up task in Salesforce, the back-office team can immediately check it in kintone and start responding. By utilizing this integration, you can minimize the loss of business opportunities due to delays in information transmission.

Benefit 3: Reduction of Errors and Improvement in Accuracy

Manual data entry is not only time-consuming but also prone to input errors and omissions. By integrating Salesforce and kintone, you can mitigate these risks.
For example, if ToDo data registered by a salesperson in Salesforce is automatically and accurately reflected in kintone, human errors can be minimized.
Additionally, by accurately transferring important information such as task details and deadlines, discrepancies in understanding among stakeholders can be prevented.

Conclusion

Integrating Salesforce's ToDo object with kintone can be a significant advantage for many companies in terms of improving operational efficiency and task management accuracy.
The benefits of centralized task management, timely data sharing, and enhanced customization lead to smoother team collaboration and reduced manual work and human errors.
Moreover, it allows for business operations tailored to the needs of each department, thereby improving overall productivity.
For those looking to further enhance efficiency by utilizing Salesforce and kintone, this integration will be very helpful.
Please consider it for solving your company's challenges!