How to integrate Salesforce with OneDrive to save files to OneDrive when the status changes in Salesforce
How to Integrate Applications
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2024/10/01
How to integrate Salesforce with OneDrive to save files to OneDrive when the status changes in Salesforce
e.koyama
In sales activities, the data to be managed increases as the deal stage progresses. Are you spending too much time managing files such as proposals, quotes, and contracts?
In this article, we will explain how to automatically save files to OneDrive when the status of a Salesforce record is updated.
Eliminate manual work when saving files and manage them so that you can easily access the correct files.
Benefits of Integrating Salesforce and OneDrive
Faster Information Sharing and Improved Work Efficiency
With the integration, files can be automatically saved to OneDrive when the status of a record in Salesforce changes. In addition to smoothly sharing files according to the deal status, the entire team can instantly grasp the progress of sales through the file saving status. Moreover, since the hassle of manual saving is eliminated, you can focus on creating materials and negotiating deals with the freed-up time.
Consistent Centralized Data Management
Since files are automatically saved to OneDrive when the Salesforce status changes, it reduces the occurrence of information saving errors and data inconsistencies that can happen with manual work. This allows for accurate files to be centrally aggregated and managed in OneDrive. It becomes easier to search for necessary information and prevents issues such as referring to pre-revision files or materials for other customers.
[What is Yoom]
How to Create a Salesforce and OneDrive Integration Flow
Let's set up the integration between Salesforce and OneDrive and automate the workflow.
Using a template, we will introduce the steps to create a workflow that "saves a file to OneDrive when the status is changed in Salesforce".
Please note that the integration settings with Salesforce are available with the Team Plan or Success Plan. A two-week free trial is also available.
Before You Begin
1. Please log in to Yoom.
2. Click the "Try it" button below to copy the template in Yoom.
Step 1: Connect My Apps between Salesforce and OneDrive
*If you have already completed the app connection, please proceed to Step 2.
1. Select "My Apps" from the left menu and click "+New Connection" on the right side of the screen.
2. From the list of new connections in My Apps, select Salesforce and OneDrive respectively and connect the apps. *Reference: How to register My Apps in Salesforce *If your Microsoft 365 (formerly Office 365) plan is not a business plan (Microsoft 365 Business), authentication may fail when connecting OneDrive.
Step 2: Set up a trigger to activate when a custom object record is registered or updated in Salesforce
1. Open the copied template. *You can change it to any title from the red frame part in the image below.
2. Click on the Flowbot "App Trigger: When a record is registered or updated in a custom object".
3. Select the linked account and action. Change the title if necessary and click "Next".
Step 3: Set up an action to obtain the content ID of a file linked to a Salesforce record
1. Click on the Flowbot "Integrate with App: Obtain the content ID of a file linked to a record".
2. Select the linked account and action. Change the title if necessary and click "Next".
3. Set up the API connection. Enter your My Domain URL and Record ID. *Refer to the output information obtained in Step 2 for the Record ID.
*The image below is an example of referencing the output.
4. If the test is successful, click "Save".
Step 4: Set up an action to obtain the latest content version ID in Salesforce
1. Click on the Flowbot "Integrate with App: Obtain the latest content version ID".
2. Select the linked account and action. Change the title if necessary and click "Next".
3. Set up the API connection. Enter your My Domain URL and Content ID. *Refer to the output information obtained in Step 3 for the Content ID.
4. If the test is successful, click "Save".
Step 5: Set up an action to download a file from Salesforce
1. Click on the Flowbot "Integrate with App: Download File".
2. Select the linked account and action. Change the title if necessary and click "Next".
3. Set up the API connection. Enter your My Domain URL and Content Version ID. *Refer to the output information obtained in Step 4 for the Content Version ID.
4. If the test is successful, click "Save".
Step 6: Set up an action to upload a file to OneDrive
1. Click on the Flowbot "Integrate with App: Upload File".
2. Select the linked account and action. Change the title if necessary and click "Next".
3. Set up the API connection. Enter and select each item. *Use the output information obtained so far to set the file name. *For "File Attachment Method", select the downloaded file. *The image below is an example.
*The image below is an example of referencing the output.
4. If the test is successful, click "Save".
Finally, switch the trigger of the saved flow to "ON" to activate it.
This completes the flow "Save files to OneDrive when the status changes in Salesforce".
Other Automation Examples Using Salesforce and OneDrive
There are many other examples of automation using Salesforce and OneDrive in Yoom, so here are a few introductions.
1. This is a flow that creates a folder in OneDrive when an account is registered in Salesforce. You can automatically create a folder by setting the name from the record information. By combining it with a flow that automatically saves files when the status is updated, you can aim for further efficiency in document management.
2. This is a flow for creating reports in Google Sheets based on Salesforce opportunity information. By preparing a report template in advance, you can automatically create reports based on Salesforce information. The created report file can be shared with stakeholders via any chat tool or email.
3. This is a flow that sends a notification to Slack when Salesforce opportunity information is registered. By integrating Salesforce with chat tools, you can automatically send notifications when information is registered or updated. By combining it with a flow that automatically saves files to OneDrive, the saved information can also be included in the notification content.
Summary
We have explained how to automatically save files linked to a record in OneDrive when the status of a Salesforce record is updated. This method reduces manual effort and allows for easy sharing of accurate data files. By using Yoom, you can easily set up integration flows. Aim for seamless information sharing and centralized management of consistent files by integrating applications.
The person who wrote this article
e.koyama
Until now, I have experienced office work at specialized trading companies and in the EC industry.
The work I was in charge of covered a wide range of tasks, such as sales office work, accounting, general affairs, human resources, and legal affairs.
We worked to improve the efficiency of individual tasks, but I think the work could proceed more conveniently by using various support tools and Yoom...
I would be happy if I could send out an introduction article on Yoom that makes use of my work experience and help everyone proceed smoothly with their work.
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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