How to integrate Salesforce with OneDrive to create a folder in OneDrive when an account is registered in Salesforce.

Step 1: Integrate Salesforce and OneDrive with My Apps

First, integrate Salesforce and OneDrive with My Apps.
After logging into Yoom, click on "My Apps" on the left side of the screen and search for Salesforce from "+New Connection".
If you want to try operations in a test environment, click Salesforce (Sandbox environment), and if you want to set it up in a production environment, click Salesforce.
※ 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 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.

After logging in and granting access, the integration with Salesforce will be complete.
※ Detailed instructions on how to integrate Salesforce can be found here.

Next, search for OneDrive from "+New Connection".

The Microsoft sign-in page will be displayed, so select the account you want to use or sign in anew, and click "Next".
This completes the integration of OneDrive with My Apps.
※ Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

Next, let's proceed with the setup using a template.
Log in to Yoom and click "Try it" on the banner below.

"The template has been copied!" will be displayed, so click "OK" to complete the copy.

Step 2: Import Account Data from Salesforce

Next, set up to receive new account data from Salesforce.
Click "When a new record is registered in the account object".

On the next page, check the "Account information to integrate with Salesforce".
The title can be edited, but do not change the trigger action and click "Next".

Set up the API connection.
You can choose the "Trigger interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Please note that the shortest trigger interval varies depending on the plan.
Enter the "My Domain URL" obtained from Salesforce's "My Domain", referring to the annotations.
Once the setup is complete, click "Test".

Check the information displayed in the output and click "Save".

Step 3: Create an Account Folder in OneDrive

Next, set up to create an account folder in OneDrive.
Click "Create Folder".

Edit the title as desired and check the account information, then click "Next".

Set up the API connection.
For "Drive ID" and "Parent Folder Item ID", click the input field and select the appropriate item from the displayed options.
Set the "Parent Folder Name" by referring to the annotations and checking OneDrive.
For "Folder Name", set the name of the new folder as desired. If using the account name, click the input field and select the account name obtained from Salesforce.

Note that the OneDrive side is set up as shown in the image.
When ready, click "Test".

Check the output and OneDrive to confirm that the account folder has been created.
If there are no issues, click "Save".

Step 4: Add OneDrive Information to Salesforce Account Data

Set up to add OneDrive information to Salesforce account data.
Click "Register Folder URL to Record".

On the next page, edit the title as desired and check the account information.
Enter the same domain as set in Step 1 for "My Domain URL".
For "API Reference Name of the Object", refer to the annotations and enter the API reference name of the object where the account data is stored, or click the input field and select from the displayed options.
When ready, click "Next".

Set up the record update,
First, set "① Conditions for the record you want to update".
This time, we set the condition as "When the account ID saved in Salesforce is equal to the account ID for which the folder was created".
For "② Value of the record after update", click the input field and select the OneDrive folder URL.
Optionally, you can also select the item ID of the folder you created.
If not entered, it will not be updated from the original value.
*The "Value of the record to add" in the image is an example. Edit record items within Salesforce.
Once each item is set up, click "Test" and check if the Salesforce account data is updated.
After confirmation, click "Save".

Finally, click "Turn on Trigger" to complete the flow activation preparation.
Now, when an account is registered in Salesforce, a folder will be created in OneDrive.

Other Examples of Automation Using Salesforce

There are many other examples of automation using Salesforce at Yoom, so here are a few introductions.

1. Add a Record to Google Sheets When a Record is Registered in a Salesforce Custom Object

When a new custom object record is added to Salesforce, the information is automatically reflected in Google Sheets. This helps eliminate data entry tasks and supports efficient information organization.

2. Notify LINE WORKS when the Salesforce opportunity stage reaches a specified phase

When the opportunity stage is changed, a notification is sent to LINE WORKS, streamlining progress checks within the team. This reduces the need to manually verify the status of important opportunities.

3. Integrate Salesforce Opportunity Information with Rakuraku Sales

Automatically reflecting opportunity information entered in Salesforce into Rakuraku Sales eliminates the need for manual input. Seamlessly integrating opportunity data supports improved accuracy and efficiency in operations.

Benefits and Examples of Integrating Salesforce with OneDrive

Benefit 1: Improved Work Efficiency

By implementing a system where a folder is automatically created in OneDrive every time a new account is registered in Salesforce, file management efficiency is supported.
Traditionally, representatives had to manually create the necessary folders after a new account was registered.
By automating this process, manual work is reduced, and an account folder is automatically created as soon as a new account is registered, which is expected to lead to more efficient business operations.
Additionally, since files for each account can be centrally managed in OneDrive, it is anticipated that necessary information will be easier to retrieve.

Benefit 2: Reduction of Manual Errors

When creating folders manually for each account, there is a possibility of entering duplicate names or incorrect information.
However, by integrating Salesforce with OneDrive and implementing a system where an account folder is automatically created every time an account is registered, input errors and management mistakes can be prevented.
This system reflects the data within Salesforce, which is expected to reduce errors caused by manual work.
Especially for companies dealing with a large number of accounts, the probability of errors occurring is expected to decrease, improving the overall accuracy of operations.

Benefit 3: Enhanced Team Collaboration

With folders being automatically created in OneDrive for each newly registered account in Salesforce, it is anticipated that data related to accounts can be smoothly shared with team members.
Traditionally, folders would be created manually, and access rights would be granted to relevant members before data could be shared.
In such cases, forgetting to create a folder could prevent data from being shared, potentially hindering operations.
However, once an account is registered, a folder is automatically created, allowing relevant members to quickly access account data, which is expected to enhance team collaboration.

Conclusion

Traditionally, creating an account folder required manually creating folders while checking information in Salesforce.
However, manual creation not only takes time and effort but also poses the risk of human errors such as input mistakes.
Therefore, by integrating Salesforce with OneDrive as introduced in this article, account folders can be automatically created in OneDrive upon account registration.
This automation is expected to improve work efficiency, reduce manual errors, and enhance team collaboration.
Yoom's app integration can be easily implemented without programming. Take this opportunity to experience improved business efficiency!