To integrate Salesforce with OneDrive and save files to OneDrive when the status changes in Salesforce

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

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. You can smoothly share files according to the deal status, and the entire team can instantly grasp the progress of sales through the file saving status. Additionally, since the hassle of manual saving is eliminated, you can focus on creating materials and negotiating deals with the time saved.

Consistent and 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 you to centrally manage accurate files in OneDrive. It becomes easier to search for necessary information, preventing issues such as referring to pre-correction files or materials for other customers.

[About 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 changes in Salesforce".

Please note that the integration settings with Salesforce are available with the Team Plan or Success Plan. A 2-week free trial is also available.

Before You Begin

1. Please log in to Yoom.

2. Click the "Try it out" button below to copy the template in Yoom.

Step 1: Connect My Apps with Salesforce and OneDrive

*If you have already connected the apps, 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 general business plan (Microsoft 365 Business), authentication may fail when connecting OneDrive.

‍‍‍‍‍‍Step 2: Set Up a Trigger to Launch When a Custom Object Record is Registered or Updated in Salesforce

1. Open the copied template.
　*You can change the title from the red frame in the image below.

2. Click "App Trigger: When a Record is Registered or Updated in a Custom Object" in Flowbot.

3. Select the linked account and action.
　Change the title if necessary and click "Next".

4. Configure the API connection settings for the app trigger.
　Select and input each item.
　*The launch interval varies depending on the plan. Reference: List of Function Restrictions and Usage Limits for Each Plan

5. If the test is successful, click "Save".

Step 3: Set Up an Action to Obtain the Content ID of Files Linked to Salesforce Records

1. Click "Integrate with App: Obtain Content ID of Files Linked to Records" in Flowbot.

2. Select the linked account and action.
　Change the title if necessary and click "Next".

3. Configure the API connection settings.
　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 output reference.

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 "Integrate with App: Obtain Latest Content Version ID" in Flowbot.

2. Select the linked account and action.
　Change the title if necessary and click "Next".

3. Configure the API connection settings.
　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 Files from Salesforce

1. Click "Integrate with App: Download File" in Flowbot.

2. Select the linked account and action.
　Change the title if necessary and click "Next".

3. Configure the API connection settings.
　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 Files to OneDrive

1. Click "Integrate with App: Upload File" in Flowbot.

2. Select the linked account and action.
　Change the title if necessary and click "Next".

3. Configure the API connection settings.
　Input and select each item.
　*Set the file name using the output information obtained so far.
　*For "File Attachment Method", select the downloaded file.
　*The image below is an example.

　*The image below is an example of output reference.

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 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 using it in conjunction 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 a report 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 consistent centralized file management by integrating apps.