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! By utilizing API-based app integration, you can automatically link Salesforce data to Microsoft SharePoint! 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!
For those who want to try it quickly
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.
When a lead is registered in Salesforce, create a folder in Microsoft SharePoint.
■Overview The workflow 'Create a folder in Microsoft SharePoint when a lead is registered in Salesforce' contributes to the efficiency of folder creation tasks. It allows automatic creation of folders for each company, leading to improved operational efficiency.
■Recommended users for this template - Those who manage customers using Salesforce - Those who want to quickly create folders every time a lead is registered in Salesforce - Those aiming to improve operational efficiency by integrating Salesforce with Microsoft SharePoint - Those using Microsoft SharePoint for document management - Those who want to organize materials and documents quickly
■Notes - Please integrate both Salesforce and Microsoft SharePoint with Yoom. - The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval differs depending on the plan. - There are home and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and authentication might fail if you are not subscribed to the general business plan. - Salesforce is an application available only in Team Plan and Success Plan. Operations or data connects for Flowbots set in free or mini plans will result in errors, so please be aware. - Paid plans like Team Plan or Success Plan offer a 2-week free trial. Apps subject to restrictions can be used during the free trial period.
What You Can Do by Integrating Salesforce and Microsoft SharePoint
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.
Create a Folder in Microsoft SharePoint When a Lead is Registered in Salesforce
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.
When a lead is registered in Salesforce, create a folder in Microsoft SharePoint.
■Overview The workflow 'Create a folder in Microsoft SharePoint when a lead is registered in Salesforce' contributes to the efficiency of folder creation tasks. It allows automatic creation of folders for each company, leading to improved operational efficiency.
■Recommended users for this template - Those who manage customers using Salesforce - Those who want to quickly create folders every time a lead is registered in Salesforce - Those aiming to improve operational efficiency by integrating Salesforce with Microsoft SharePoint - Those using Microsoft SharePoint for document management - Those who want to organize materials and documents quickly
■Notes - Please integrate both Salesforce and Microsoft SharePoint with Yoom. - The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval differs depending on the plan. - There are home and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and authentication might fail if you are not subscribed to the general business plan. - Salesforce is an application available only in Team Plan and Success Plan. Operations or data connects for Flowbots set in free or mini plans will result in errors, so please be aware. - Paid plans like Team Plan or Success Plan offer a 2-week free trial. Apps subject to restrictions can be used during the free trial period.
Create a Folder in Microsoft SharePoint When an Account is Registered in Salesforce
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.
When an account is registered in Salesforce, create a folder in Microsoft SharePoint.
Create a folder in Microsoft SharePoint when the opportunity stage is updated in Salesforce
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.
When an opportunity stage is updated in Salesforce, create a folder in Microsoft SharePoint.
■Overview The "When the Opportunity stage is updated in Salesforce, create a folder in Microsoft SharePoint" workflow streamlines routine administrative tasks. Because a folder is automatically created when the Opportunity stage becomes Closed Won, etc., operational efficiency will improve.
■Recommended for ・People who manage sales activities using Salesforce ・Those who want to quickly share Opportunity stage progress within the company ・Those who want to organize related documents and enable quick access when a new opportunity moves forward ・Companies that utilize Microsoft SharePoint as a file management system ・Those who aim to centralize data by integrating Salesforce and Microsoft SharePoint ・Those who want to eliminate the manual effort of creating folders and work more efficiently
■Notes ・Please connect Yoom with both Salesforce and Microsoft SharePoint. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・The minimum run interval varies by plan, so please be aware. ・Salesforce is available only on the Team plan and Success plan. On the Free plan and Mini plan, operations and Data Connect of configured Flow Bots 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 otherwise restricted. ・Microsoft 365 (formerly Office 365) has consumer plans and business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.
Let's Create a Flow to Integrate Salesforce and Microsoft SharePoint
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:
Integrate Salesforce and Microsoft SharePoint with My Apps
Copy the template
Set the trigger in Salesforce and the action in Microsoft SharePoint
Set the trigger to ON and complete the preparation for flow operation
■Overview The "Register inquiries from LINE to Salesforce" flow is a business workflow that automatically registers customer inquiries received on LINE into Salesforce, streamlining operations. By utilizing Yoom, you can automatically link inquiries from LINE to Salesforce, enabling smooth data management. Rapid response and accurate information management can be achieved.
■Recommended for: - Customer support personnel who handle customer inquiries via LINE - Sales team members who want to streamline inquiry management in Salesforce - IT personnel who want to centrally manage inquiries from customers and improve business processes - Company administrators who want to reduce errors due to manual entry and enhance data accuracy - Small and medium business owners considering the automation of business workflows
■Notes: - Please link each of LINE Official Account and Salesforce with Yoom. - Salesforce is an app available only on the Team plan and Success plan. If you are on the Free plan or Mini plan, the operations and Data Connect set for 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 apps that are restricted during the free trial period.
Step 1: Integrate Salesforce and Microsoft SharePoint with My Apps
[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.
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.
■Overview The workflow 'Create a folder in Microsoft SharePoint when a lead is registered in Salesforce' contributes to the efficiency of folder creation tasks. It allows automatic creation of folders for each company, leading to improved operational efficiency.
■Recommended users for this template - Those who manage customers using Salesforce - Those who want to quickly create folders every time a lead is registered in Salesforce - Those aiming to improve operational efficiency by integrating Salesforce with Microsoft SharePoint - Those using Microsoft SharePoint for document management - Those who want to organize materials and documents quickly
■Notes - Please integrate both Salesforce and Microsoft SharePoint with Yoom. - The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval differs depending on the plan. - There are home and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and authentication might fail if you are not subscribed to the general business plan. - Salesforce is an application available only in Team Plan and Success Plan. Operations or data connects for Flowbots set in free or mini plans will result in errors, so please be aware. - Paid plans like Team Plan or Success Plan offer a 2-week free trial. Apps subject to restrictions can be used during the free trial period.
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.
Step 3: Set a trigger to activate when a new record is registered in Salesforce
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".
Step 4: Set an action to create a folder in Microsoft SharePoint
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】.
Step 5: Test and Verify
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.
If you want to link Microsoft SharePoint information to Salesforce
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.
Add file information to Salesforce when a file is stored in Microsoft SharePoint
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.
Once the file is stored in Microsoft SharePoint, add the file information to Salesforce.
■Overview The workflow "Add file information to Salesforce when a file is stored in Microsoft SharePoint" streamlines file management. File information is automatically added at the same time as storage, leading to improved business efficiency.
■Recommended for ・Those managing files using Microsoft SharePoint ・Those who want to quickly reflect file information uploaded to Microsoft SharePoint in Salesforce ・Those who find manual addition of file information cumbersome ・Companies using Salesforce for customer and project management ・Companies wanting to quickly share file information with sales teams
■Note ・Please link Yoom with both Microsoft SharePoint and Salesforce. ・You can select the trigger interval at 5, 10, 15, 30, or 60-minute intervals. ・The shortest trigger interval varies depending on the plan, so please be aware. ・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail. ・Salesforce is an app available only with the team plan and success plan. In the case of the free plan and mini plan, operations or data connects of the set flow bots 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 subjected to restrictions.
Store Form Attachments in Microsoft SharePoint and Add File Information to Salesforce
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.
Store form attachments in Microsoft SharePoint and add file information to Salesforce.
■Overview The workflow 'Store form attachments in Microsoft SharePoint and add file information to Salesforce' reduces the hassle of file management. Since file storage and information addition are performed automatically, work efficiency will improve.
■Recommended for ・Those who manage files using Microsoft SharePoint ・Those who use Salesforce for customer and sales management ・Those who want to quickly upload form attachments to SharePoint and smoothly add that file information to Salesforce ・Those who want to eliminate the hassle of manually moving files and improve business efficiency ・Those who want to automate the integration of file management and customer management to reduce errors
■Notes ・Please integrate Yoom with both Microsoft SharePoint and Salesforce. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・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 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. During the free trial, you can use apps that are subject to restrictions.
■Overview The 'Automatically register inquiry emails received in Gmail to Salesforce' workflow leverages the integration between Gmail and Salesforce to automatically register inquiry emails to Salesforce.
■Recommended for - Sales and support personnel managing a large number of inquiry emails in Gmail - IT personnel looking to centralize customer data management using Salesforce - Company managers seeking to improve work efficiency, who are spending too much time on manual data entry - Team leaders aiming to enhance data accuracy and reduce human errors
■Notes - Please integrate Gmail and Salesforce with Yoom respectively. - Salesforce is an application available only under the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set for Flow Bots will result in errors, so please be aware of this. - Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use apps that are otherwise restricted during the free trial period.
This is a flow to notify Chatwork when the opportunity phase in Salesforce is completed.
■Notes ・Please connect both Salesforce and Chatwork with Yoom. ・The trigger interval can be selected from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval may vary depending on the plan. ・Salesforce is an app that can only be used with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations or data connections set for the flow bots 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 the restricted apps.
■ Overview Each time a Salesforce opportunity stage is updated, manually registering meetings and other events in Google Calendar is time-consuming and may lead to input errors or missed entries. By using this workflow, you can automatically create events in Google Calendar, triggered when a Salesforce opportunity is updated to a specific stage. This automates the registration of important events and enables smoother sales activities.
■ Recommended for ・Sales reps who find manual event registration burdensome when managing opportunities in Salesforce ・Managers who oversee sales team activities and want to prevent missed registrations or sharing ・Those who want to integrate Salesforce with Google Calendar to streamline sales processes
■ Notes ・Please connect Yoom with both Salesforce and Google Calendar. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・Salesforce is available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, Flowbot operations or Data Connect you configure will result in errors. ・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 otherwise restricted.
■Overview This is a workflow that automatically sends notifications to Microsoft Teams when a new item is added or updated in a list on Microsoft SharePoint. It allows you to communicate important updates to members in real-time, enabling prompt responses.
■Recommended for ・Those who use Microsoft SharePoint for project management and want to facilitate smooth information sharing ・Team leaders who use Microsoft Teams daily and want to make effective use of the notification feature ・IT personnel considering workflow automation and aiming to integrate SharePoint and Teams ・Executives who want to strengthen team communication
■Notes ・Please integrate Yoom with both Microsoft SharePoint and Microsoft Teams. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■ Overview The “Request DocuSign signatures for files uploaded to Microsoft SharePoint” flow is a business workflow that automates document management and e-signature processes. By using this workflow, when a file is uploaded to Microsoft SharePoint, a signature request is automatically sent via DocuSign, which can improve operational efficiency and accuracy.
■ Recommended for ・ Users who already use Microsoft SharePoint and DocuSign and want to simplify the steps for sending signature requests ・ Business users who want to automate document management and e-signature processes to improve operational efficiency ・ Personnel who manually use DocuSign to send signature requests after uploading files to Microsoft SharePoint ・ Leaders who aim to standardize business workflows and establish a unified process across the team
■ Notes ・ Please connect Yoom with both Microsoft SharePoint and DocuSign. ・ Microsoft 365 (formerly Office 365) offers home plans and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail. ・ You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes. ・ The minimum available trigger interval varies by plan.
■Summary The "Upload files posted to Slack channel to Microsoft SharePoint" flow is an operational workflow that automatically saves files shared within a team to SharePoint. This eliminates the need for manual file management, achieving centralized information and efficiency, and supporting smooth file sharing.
■Recommended Users for this Template ・Teams that frequently use Slack and share files regularly ・IT personnel looking to streamline file management with Microsoft SharePoint ・Business leaders who spend time manually uploading files and want to improve operational efficiency ・Those aiming for centralized information management and looking to enhance integration between different platforms
■Notes ・Please connect both Slack and Microsoft SharePoint with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) offers household and general corporate (Microsoft365 Business) plans. If you are not subscribed to the corporate plan, authentication may fail.
■Overview The "Add to Box when a new file is created in Microsoft SharePoint" flow is a business workflow aimed at streamlining file management. By utilizing this workflow, when a new file is uploaded to SharePoint, the same file is automatically added to Box.
■Recommended for ・IT personnel of companies using both Microsoft SharePoint and Box ・Project leaders aiming to streamline file management ・Executives promoting business process automation ・Those interested in business improvement using RPA and AI ・Administrators looking to enhance document security and backup
■Notes ・Please integrate Yoom with both Microsoft SharePoint and Box. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan. ・The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful. ・For details on the file size that can be handled by triggers and each operation, please refer to the following. https://intercom.help/yoom/en/articles/9413924 ・Branching is a feature (operation) available in plans above the mini plan. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the mini plan can be tried for free for two weeks. During the free trial, you can use apps and features (operations) that are subject to restrictions.
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 it can be achieved without programming knowledge! 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!
While exploring ways to improve operational efficiency in a small to medium-sized enterprise in a region with limited human resources, we discovered Yoom. I was amazed at how much efficiency could be achieved by implementing Yoom, something I had casually wished for. Even without any knowledge or experience in systems or programming, our operations have significantly transformed, and I am writing to share this experience with many others who might feel the same way.
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