.avif)
・
"It's a hassle to create a folder in OneDrive every time we get a new client..."
"Did I save this Salesforce file in OneDrive?"
Have you ever had such experiences? For example, manually copying documents uploaded to Salesforce to OneDrive for internal sharing is a hassle, isn't it? File organization can lead to double management, making management and information sharing complicated...
That's where the integration of Salesforce and OneDrive comes in handy.
By integrating, you can automatically sync Salesforce data to OneDrive, simplifying file management.
In this article, we will explain in detail the steps to automate business processes by integrating apps without programming.
Anyone can easily set it up, so be sure to check it out till the end to achieve smarter file management!
Yoom allows you to easily integrate Salesforce and OneDrive with no code.
Yoom provides templates for integrating Salesforce and OneDrive, so you can set up the integration immediately by just registering an account, even without API knowledge.
If you want to try it right away, start immediately by clicking "Try it" on the banner below!
By integrating the APIs of Salesforce and OneDrive, you can automatically sync Salesforce data with OneDrive!
For example, you can perform data synchronization like the following automatically, without human intervention.
Click "Try it out" on the automation example you're interested in, and simply create a Yoom account to immediately experience the integration of Salesforce and OneDrive.
Registration takes just 30 seconds, so feel free to give it a try!
When a file is uploaded to Salesforce, it is automatically synced with OneDrive, eliminating the need for manual copying and organizing. This facilitates smooth file sharing across the entire team and is expected to improve operational efficiency.
Since account information on Salesforce and related folders on OneDrive are automatically linked, team members can easily refer to relevant information. This helps prevent information leaks and duplication, supporting smooth business operations.
When the status changes in Salesforce, related files are automatically saved to OneDrive, enabling centralized file management in the cloud! This is expected to facilitate smooth information sharing within the team.
Let's get started by creating a flow that integrates Salesforce and OneDrive!
This time, we will use Yoom to proceed with the integration of Salesforce and OneDrive without any code, so if you don't have a Yoom account yet, please create one from the Yoom registration form.
[What is Yoom]
This time, we will create a flow bot to "Sync files uploaded in Salesforce to OneDrive"!
The creation process is broadly divided into the following steps.
Here, we will connect Yoom with each app so that operations can be performed on Yoom.
1. Connect Salesforce with My Apps
Log in to Yoom, click on "My Apps" on the left side of the Yoom management screen, and select "+ Add" displayed on the right side.
Enter Salesforce in the search box at the top right and select it from the search results.
If two apps are displayed here, click on the Salesforce that does not say (Sandbox environment).
Clicking will switch to the Salesforce login page. Log in with the account you want to use and allow access.
This completes the connection of Salesforce with My Apps!
*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 connect of the flow bot you set 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, so please take this opportunity to try them out!
2. Register OneDrive with My Apps
Similarly, search for OneDrive in the search box and select it.
When you log in with the Microsoft account you want to connect, it will automatically be linked with Yoom.
*Microsoft 365 (formerly Office 365) has a Home Plan and a General Business Plan (Microsoft 365 Business), and if you are not subscribed to the General Business Plan, authentication may fail.
If Salesforce and OneDrive are displayed in My Apps, the connection is complete!
Now, let's start creating the flow!
Templates are available to make it easy to set up, so let's make use of them. Log in to Yoom and click "Try it" on the banner below.
When you click, the template will be copied to your Yoom management screen as shown below, so press "OK" to proceed with the settings.
This is the initial setup! First, click on "When a file is uploaded" .
Clicking will take you to the following screen. The account information contains the information of the account linked with My App in Step 1.
Change the title as needed, keep the trigger action as is, and proceed to the next step!
Next, set up the API connection.
Select the "Trigger Interval" from the dropdown menu. You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the selectable intervals vary depending on the plan.
For "My Domain URL," refer to the annotation below the input field and enter the My Domain URL obtained from Salesforce.
After completing the setup, upload a file to Salesforce for testing.
After uploading, return to the Yoom screen and click "Test." If the test is successful, you can output and retrieve the file information uploaded to Salesforce. Confirm that the output is obtained and "Save" it.
※ About Output
Output refers to the values obtained by executing "Test" during trigger or operation settings.
The obtained output can be used as a value during subsequent operation settings and will vary each time the flowbot is activated. For more details, please refer to here.
Once the trigger setup is complete, click on "Download File" .
As before, the account information contains the information from when My App was linked in Step 1. Change the title as needed, keep the action as is, and proceed to the next step.
Next, set up the API connection.
Enter the My Domain URL according to the annotation below the input field.
For the Content Version ID, click the input field to display candidates from the linked account and select from the candidates.
Once the input is complete, click "Test." Save after a successful test.
Finally, the last setup! Click on "Upload File".
Proceed to the next step to display the following screen.
Check for any errors in the account information to be linked. Change the title as needed, keep the action as is, and proceed to the next step.
Next, set up the API connection.
Set each item according to the annotation below the input field.
※ By utilizing the output, you can quote the Salesforce title!
▼ The image below is an example of output input ▼
After completing the setup, click "Test." If the test is successful, the file will be uploaded to OneDrive, so confirm that it is stored correctly.
This completes the flowbot!
Finally, set the "Turn on the trigger" and check if the file uploaded to Salesforce is synchronized with OneDrive.
This was the method for synchronizing files uploaded to Salesforce with OneDrive!
In addition to integration with OneDrive, it is possible to automate various tasks using Salesforce's API. If you find something interesting, please give it a try!
You can also automatically notify chat tools with Salesforce information or send emails. Additionally, it is possible to automatically store business card data in Salesforce.
When documents are stored in OneDrive, it is possible to create and send contracts or upload files received via email to OneDrive. Additionally, documents can be automatically stored in OneDrive after completion of the agreement.
How was it? By integrating Salesforce with OneDrive, you can prevent duplicate file management and manual errors, thereby achieving greater efficiency in your operations. Features like automatic file synchronization, folder creation for each client, and automatic saving when status changes can significantly reduce the daily workload.
With Yoom, no programming knowledge is required, and anyone can easily integrate Salesforce with OneDrive.
If you're wondering, "What else can be automated?" or "I'm a bit curious...", feel free to try a free account first. Registration takes just 30 seconds! You can experience the automatic integration of Salesforce and OneDrive immediately after signing up.
You can freely customize the flow, so please try building an integration flow that suits your company's operations.
Would you like to make your daily operations easier and more efficient with Yoom? You can start operating the integration flow in a short time, so feel free to give it a try!
.avif)
.avif)
.avif)
