How to Add a ToDo Object Registered in Salesforce to Google Sheets

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!

If you have experience as a manager or in a managerial position, you may have struggled with task management methods.
Especially when managing tasks across multiple apps, there are many issues you might want to improve, such as information inconsistencies and the hassle of entering the same information twice.
To solve these problems, I created a flow where when a ToDo object is registered in Salesforce, the same task information is automatically added to Google Sheets.
This is recommended for those who manage tasks in Salesforce but want to graph progress in Google Sheets or want to reduce the hassle of task management.
Use this article as a reference to automate your task management!

Benefits of Integrating Salesforce and Google Sheets

Benefit 1: Prevention of Human Error

When entering task information manually into both Salesforce and Google Sheets, the risk of information inconsistencies and forgetting to update increases.
For example, "The due date was September 1st in Salesforce, but it was October 1st in Google Sheets," or "The information in Google Sheets remained outdated."
When there are data inconsistencies, unnecessary tasks such as correction work and verifying correct information arise.
By using the integration in this article, manual work is reduced, leading to prevention of human error, which helps maintain information consistency.

Benefit 2: Smoother Communication

By utilizing the automatic integration in this article, the ToDo object in Salesforce is automatically reflected in Google Sheets, making it easier to access the desired information and ensuring data transparency.
Additionally, you can graph progress in Google Sheets based on accurate information, which is expected to improve the accuracy of progress management.
This allows multiple teams to accurately grasp the latest task status, leading to smoother communication between teams and helping avoid misunderstandings arising from information opacity.

[About Yoom]

Flow for Integrating Salesforce and Google Sheets

※Important Notes※
・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 flow bot 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.

Now, let's introduce the steps to actually integrate Salesforce and Google Sheets.
The specific setup steps are as follows.

1. Set up the app trigger
2. Add a record

At Yoom, we provide the above two steps as a template.
You can create a flow bot more easily than creating from scratch, so first, click the "Try it" button on the banner below to copy the template!