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It's common to create dedicated folders in Microsoft SharePoint while checking the data of new leads or new accounts registered in Salesforce.
Have you ever experienced delaying the creation of folders and ending up having to create multiple folders while repeatedly checking Salesforce data?
In such cases, it is recommended to integrate Salesforce with Microsoft SharePoint! <span class="mark-yellow">By utilizing API-based app integration, you can automatically link Salesforce data to Microsoft SharePoint!</span> In other words, you can automatically create folders by leveraging Salesforce data!
Hearing about API integration might sound difficult, but with Yoom, which allows app integration without programming, you don't need specialized knowledge.
We provide a step-by-step guide with images on how anyone can easily integrate apps, so take this opportunity to experience automation!
By using Yoom, you can easily integrate Salesforce and Microsoft SharePoint without any code.
Yoom offers pre-prepared templates for integrating Salesforce and Microsoft SharePoint, so you can achieve integration immediately just by registering, even without API knowledge.
By integrating the APIs of Salesforce and Microsoft SharePoint, you can automatically link Salesforce data to Microsoft SharePoint!
For example, you can automatically execute data integration like the following without human intervention.
This flow automatically creates a corresponding folder in Microsoft SharePoint when a new lead is registered in Salesforce.
It is expected to improve the efficiency of document management for each customer and facilitate smooth information sharing within the team.
This flow automatically creates a corresponding folder in Microsoft SharePoint when a new account is registered in Salesforce.
By centrally managing documents for each account, information sharing within the team becomes smoother, and operational efficiency is expected to improve.
This flow automatically creates a corresponding folder in Microsoft SharePoint when the opportunity stage is updated in Salesforce.
It streamlines document management according to the progress of the opportunity and facilitates smooth information sharing within the team.
Let's get started by creating a flow that integrates Salesforce and Microsoft SharePoint!
This time, we'll use Yoom to proceed with the integration of Salesforce and Microsoft SharePoint without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that creates a folder in Microsoft SharePoint when a lead is registered in Salesforce!
The creation process is broadly divided into the following steps:
[Pre-setup for Salesforce]
When integrating Salesforce with Yoom, some settings are required on the Salesforce side as well.
After logging in, click the settings button at the top right and proceed with the setup.
For more details, please refer to this.
How to Register My Apps in Salesforce | Yoom Help Center
1)After logging into your Yoom account, register the app you will use next.
Click "My Apps" and select "+ Add".
2)A list of apps that can be connected with Yoom will be displayed, and you can search for each app one by one using the search window.
[For Salesforce]
Once you can select Salesforce, log in with the account name you will use.
Note: If you are already integrated with other services, the API integration with Yoom may not function properly. Please be careful.
[For Microsoft SharePoint]
Once you can select Microsoft SharePoint, log in with the account you will use.
Similarly, log in to Outlook.
For more details, please check here.
My Apps Registration Procedure and Precautions for Microsoft365 Services | Yoom Help Center
3)Once registration is complete, an icon will be displayed in My Apps.
Please check if the icon of the registered app is displayed.
Now, let's proceed with the explanation using the template.
1) First, click on the "Try it" icon.
2) The following confirmation screen will appear, so click "OK".
If it appears as shown below, the template has been copied.
The title and details can be edited by clicking on them.
Additionally, the copied template is saved in My Projects, so you can also open it from there.
Click on the icons with "!" displayed on the right in order from the top to set the operations.
1) First, let's click on "When a new record is registered in the lead object"!
* Salesforce is an app for those using the Team Plan or Success Plan.
Please note that using it with the Free Plan or Mini Plan will cause errors in Flowbot operations and data connections.
* The paid plans (Team Plan, Success Plan) have a 2-week free trial. During the trial period, you can try Salesforce, which is usually restricted, without any issues. Please take this opportunity to experience various features.
2) Ensure that the action "When a new record is registered in the lead object" is selected, and click "Next".
3) Select the trigger activation interval and enter your My Domain URL.The interval at which the trigger is activated varies depending on the contract plan.
We recommend the shortest time available for your plan.
Please refer here for details about each plan.
If the test is successful, click "Save".
1) Return to the flow and click on the "Create folder" icon.
2) Ensure that the action "Create folder" is selected, and click "Next".
3) Enter the required fields.
Click the box.
The linked site ID will be displayed, so select the site ID you want to use.
Also, the drive ID can be selected by setting the site ID.
Please select the site ID and drive ID you will use.
For entering the folder name, you can select the Salesforce output obtained earlier.
Please select from the output.
About Output | Yoom Help Center
Once the input is complete, click "Test" and after the test is complete, click "Save".
This completes the flow of 【Creating a folder in Microsoft SharePoint when a lead is registered in Salesforce】.
Once the setup is complete, the following display will appear, so click "Turn on the trigger".
Start the Flowbot and verify that it operates correctly.
This time, we introduced the method to register inquiries from Salesforce to Microsoft SharePoint, but if you want to link Microsoft SharePoint information to Salesforce, please also use the following template.
This is a flow where file information is automatically added to Salesforce when a file is stored in Microsoft SharePoint.
It allows for centralized management of related sales and project information, facilitating smooth information sharing within the team.
This flow automatically saves attachments submitted through the form to Microsoft SharePoint and adds the corresponding file information to Salesforce.
It is expected to improve data management efficiency and facilitate smooth file sharing in sales and support operations.
By leveraging the APIs of Salesforce and Microsoft SharePoint, various automations can be achieved!
How about the following automations?
You can automatically register and update lead and opportunity data, or send follow-up notifications based on specific conditions.
Integration with other marketing tools and customer support systems is also possible.
You can automatically organize and share documents, and notify the team of specific updates.
By integrating with other tools, you can automate approval workflows and classify and save files under specific conditions!
By integrating Salesforce data with Microsoft SharePoint, you can save the effort of creating folders and simplify the creation of storage spaces for each company's data.
This eliminates the need to create new client-specific folders while checking Salesforce data, potentially improving work speed and preventing creation errors!
Additionally, it becomes possible to automatically create folders according to the deal phase, not just for new clients, which might make it easier to neatly organize data.
Moreover, the key point of this integration is that <span class="mark-yellow">it can be achieved without programming knowledge!</span> With Yoom, such app integrations become easily possible. It's easy to implement even for beginners in app integration, allowing you to quickly try automation in your spare time at work!
Take this opportunity to register with Yoom and implement automation!
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