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"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!
■Overview
The "Sync files uploaded to Salesforce with OneDrive" workflow is a business workflow that automates file management between Salesforce and OneDrive.
When a file is uploaded to Salesforce, it is automatically synced to OneDrive, eliminating the need for manual copying and organizing.
This facilitates smooth file sharing across the team and is expected to improve operational efficiency.
■Recommended for
■Benefits of using this template
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.
■Overview
The "Sync files uploaded to Salesforce with OneDrive" workflow is a business workflow that automates file management between Salesforce and OneDrive.
When a file is uploaded to Salesforce, it is automatically synced to OneDrive, eliminating the need for manual copying and organizing.
This facilitates smooth file sharing across the team and is expected to improve operational efficiency.
■Recommended for
■Benefits of using this template
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.
■Overview
This flow automatically creates a folder in OneDrive and adds the folder URL to Salesforce when a record is registered in the Salesforce Account object.
■Recommended for
1. Those who frequently need to manage customer data and account information
2. Those who want to reduce manual folder creation and link registration tasks and automate them
3. Those who use Salesforce and OneDrive on a daily basis
■Benefits of using this template
・Since account information on Salesforce and related folders on OneDrive are automatically linked, team members can easily refer to related information.
・Prevents information leakage and duplication, ensuring smooth business processes.
■Notes
・Please link both Salesforce and OneDrive with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. In the case of 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 two-week free trial. During the free trial, you can use apps that are subject to restrictions.
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.
■Overview
This is a flow that saves files to OneDrive when the status is changed in Salesforce.
■Recommended for
1. Those who manage projects or customer information in Salesforce
・Those who want to automatically save related files to OneDrive according to status changes in Salesforce records
・Those who want to organize and manage files such as contracts, quotes, and proposals that occur with status changes
・Those who want to improve work efficiency by eliminating the hassle of manually saving files
2. Those who use Salesforce information to advance their work
・Those who want to be able to quickly find necessary files by automatically saving related files to OneDrive triggered by status changes
・Those who want to automate file management by integrating Salesforce information with other systems
■Benefits of using this template
Salesforce is a very powerful tool for customer management, but if the storage locations of related files are dispersed, it can lead to inefficiencies in information sharing and searching, potentially decreasing work efficiency.
By implementing this flow, when the status is changed in Salesforce, related files are automatically saved to OneDrive, allowing centralized management of files in the cloud, enabling all team members to access the same information. Additionally, by utilizing OneDrive's powerful search and version management features, you can quickly find the necessary files and always work with the latest files.
■Notes
・Please integrate both Salesforce and OneDrive with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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.
■Overview
The "Sync files uploaded to Salesforce with OneDrive" workflow is a business workflow that automates file management between Salesforce and OneDrive.
When a file is uploaded to Salesforce, it is automatically synced to OneDrive, eliminating the need for manual copying and organizing.
This facilitates smooth file sharing across the team and is expected to improve operational efficiency.
■Recommended for
■Benefits of using this template
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.
■Overview
The "Sync files uploaded to Salesforce with OneDrive" workflow is a business workflow that automates file management between Salesforce and OneDrive.
When a file is uploaded to Salesforce, it is automatically synced to OneDrive, eliminating the need for manual copying and organizing.
This facilitates smooth file sharing across the team and is expected to improve operational efficiency.
■Recommended for
■Benefits of using this template
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.
◼️Overview
Integrate Salesforce with Gmail and use Yoom's Chrome extension to launch Yoom's Flowbot with one click from the Salesforce lead information page, automatically sending template emails via Gmail.
Feel free to modify the content of the template emails as needed.
You can also send attachments such as service documents.
◼️Notes
・Please integrate your Gmail and Salesforce accounts with Yoom for use.
・Please install and use Yoom's Chrome extension.
・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 Flowbot will result in errors, so please be aware.
・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 normally restricted.
■Overview
This is a flow to create a payment link from Salesforce to Stripe and send it via email.
By using Yoom, you can easily connect apps without programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Salesforce.
■Recommended for
1. Those who use Salesforce for customer and sales management
・Those who want to efficiently handle billing tasks and quickly complete payments
2. Those who use Stripe for payment processing
・Those who want to automate the process of generating payment links directly from Salesforce and sending them to customers
■Benefits of using this template
By utilizing an automated flow that creates a payment link from Salesforce to Stripe and sends it via email, you can eliminate the manual effort of generating links and sending emails.
This improves operational efficiency and enables quicker response to customers.
Additionally, reducing manual errors enhances reliability for customers.
In particular, speeding up and ensuring accuracy in billing tasks contributes to improved cash flow and supports smooth business operations overall.
■Notes
・Please integrate Yoom with both Salesforce and Stripe.
・Stripe and Salesforce are apps 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 errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial period.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■Overview
When you upload a business card image to the input form, necessary information is automatically extracted from the business card using OCR and stored in the Salesforce lead object.
This can be utilized when registering business card information collected from exhibitions or events into Salesforce.
Business card images taken with a smartphone or similar device can be used without any issues.
■Setup Method
1. Set up a form to collect business card data. Configure the items you want to extract with the "Read text from business card data" action.
2. Automatically store the read data in the Salesforce lead object with the "Add lead information" action.
■Notes
・Please prepare the business card data.
・Integration settings between Salesforce and Yoom are required.
・Available with Yoom's team plan or higher.
・AI operations are features available only in the team plan and success plan. In the case of the free plan or mini plan, the operation of the configured 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 restricted apps and AI features (operations).
■Overview
This is a flow that updates Salesforce records when a row is updated in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers who manage shared sheets and share information
・HR personnel who share sheets with multiple offices to share employee information
2. Companies managing deals with Salesforce
・Those who manage and share progress for each project within the team
・Sales managers who oversee all internal projects
■Benefits of using this template
Google Sheets helps to smoothly accumulate and share information, facilitating business operations.
However, manually entering updates in both Google Sheets and Salesforce is inefficient and time-consuming.
This flow is suitable for those who want to reflect updates without spending time.
By referencing updates in Google Sheets to edit Salesforce information, it prevents manual errors and saves effort.
■Notes
・Please integrate both Google Sheets and Salesforce 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, 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 usually restricted.
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.
■Overview
This is a flow that automatically uploads attachments received in Outlook to OneDrive.
It can be used for the automatic saving of files such as invoices and purchase orders.
Feel free to change the folder location in OneDrive as needed.
■Recommended for
1. Those who use both Outlook and OneDrive
2. Those who save files received via email
3. Those who receive invoices or purchase orders via email
4. Those looking to improve efficiency with Outlook and OneDrive
■Benefits of using this template
・It can automatically save files by triggering based on specific subjects such as invoices and purchase orders, reducing the hassle of downloading and uploading.
■Notes
・Integration with both Outlook and OneDrive is required for Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams.
■Recommended for
1. Companies or teams that frequently receive files via email
2. Companies or teams using OneDrive
3. Companies or teams using Microsoft Teams
4. Individuals promoting system integration and process automation
■Benefits of using this template
・It significantly improves work efficiency by eliminating the need for manual file uploads and notification tasks.
・Files are safely stored in OneDrive, ensuring data consistency and accuracy, and enabling smooth file management and information sharing.
・It allows for quick response and effective resource management, potentially improving overall business productivity.
■Notes
・Please integrate both OneDrive and Microsoft Teams with Yoom.
・Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
In this workflow, you can create contracts with CloudSign when documents are stored in OneDrive. This automation reduces the hassle of manual document management and contract procedures.
With Yoom, you can easily connect apps without programming.
■Recommended for
■Benefits of using this template
■Overview
This is a flow to save files received in Gmail to OneDrive.
■Recommended for
1. Those who use Gmail and OneDrive for business
・Personnel who use Gmail for communication with clients
・Personnel who use OneDrive for file management
・Those considering efficiency improvements by integrating Gmail and OneDrive
2. Those who want to reduce manual file saving tasks and automate them
・Owners of small and medium-sized enterprises aiming for business automation
・Personnel in general affairs and administration with many manual tasks
■Benefits of using this template
・By automatically saving files received in Gmail to OneDrive, you can improve business efficiency.
・Automatically saving files to OneDrive helps prevent human errors.
・You no longer need to perform file saving tasks from Gmail, allowing you to allocate time to other important tasks.
・By customizing the flow bot, you can also send notifications to communication tools after saving files to OneDrive.
■Notes
・Please integrate both Gmail and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
・For forwarding processing when using Gmail as a trigger by integrating Gmail with Yoom, please refer to the following:
■Overview
This is a flow where, once a document is executed in Docusign, the certificate is downloaded and stored in OneDrive.
■Recommended for
1. Those who frequently need to manage and store contracts
2. Those who want to reduce manual certificate downloading and file storage tasks and aim for automation
3. Those who use DocuSign and OneDrive regularly
■Benefits of using this template
・Manual management and downloading of certificates are no longer necessary, as certificates are automatically saved to OneDrive, making management easier.
・By using OneDrive, members can access certificates anytime and anywhere.
■Notes
・Please integrate Yoom with both DocuSign and OneDrive.
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!
