If you're utilizing Salesforce and X (Twitter), don't you see an opportunity to leverage Salesforce data to advertise on X (Twitter)? In this case, you need to create posts while navigating between different tools, and you might often think, "Posting frequently is a hassle..."
At times like this, if you could integrate Salesforce with X (Twitter), wouldn't it make marketing tasks and advertising coordination smoother than before? In fact, such data integration is surprisingly easy to achieve!
If integration is possible, the manual workload may be reduced, allowing for more efficient use of data in your tasks. This article will thoroughly explain what can be done with Salesforce and X (Twitter) integration, as well as detailed setup procedures. If you want to improve work efficiency, please read to the end!
For those who want to try it quickly
By using Yoom, you can easily integrate Salesforce and X (Twitter) without any code.
Yoom provides templates for integrating Salesforce and X (Twitter) in advance, so you can achieve integration immediately just by registering, even without API knowledge.
When a new record is added to the custom object, post to X (Twitter)
■Overview The "Flow to post to X (Twitter) when a new record is added to Salesforce's custom object" is a business workflow that utilizes the integration of Salesforce and X (Twitter) to automatically deliver important information and updates. By notifying followers in real-time when new data is added, it facilitates smooth information sharing.
■Recommended for ・Sales representatives who want to integrate Salesforce and X (Twitter) to improve business efficiency ・Marketing personnel who want to automatically disseminate information when a new record is added ・Social media personnel who want to ensure they don't miss the timing to disseminate information ・IT personnel of companies who want to reduce manual posting and achieve automation
■Precautions ・Please integrate both Salesforce and X (Twitter) with Yoom. ・Salesforce is an app available only with team plans and success plans. Operations and data connections in flow bots set up under free or mini plans will result in errors, so please be aware. ・A two-week free trial is available for paid plans like team plans and success plans. During the free trial, you can use apps that are normally restricted.
What You Can Do by Integrating Salesforce with X (Twitter)
By integrating the APIs of Salesforce and X (Twitter), you can automatically link Salesforce data to X (Twitter)! For example, you can automatically perform data integration like the following without any manual intervention.
By clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience the integration of Salesforce and X (Twitter). Registration takes only 30 seconds, so feel free to give it a try!
Post to X (Twitter) When a New Record is Added to a Custom Object
You can automatically post to X (Twitter) based on Salesforce data, saving you the trouble of posting manually. This flow is recommended for those who want to automatically post to X (Twitter) after adding product information to Salesforce.
When a new record is added to the custom object, post to X (Twitter)
■Overview The "Flow to post to X (Twitter) when a new record is added to Salesforce's custom object" is a business workflow that utilizes the integration of Salesforce and X (Twitter) to automatically deliver important information and updates. By notifying followers in real-time when new data is added, it facilitates smooth information sharing.
■Recommended for ・Sales representatives who want to integrate Salesforce and X (Twitter) to improve business efficiency ・Marketing personnel who want to automatically disseminate information when a new record is added ・Social media personnel who want to ensure they don't miss the timing to disseminate information ・IT personnel of companies who want to reduce manual posting and achieve automation
■Precautions ・Please integrate both Salesforce and X (Twitter) with Yoom. ・Salesforce is an app available only with team plans and success plans. Operations and data connections in flow bots set up under free or mini plans will result in errors, so please be aware. ・A two-week free trial is available for paid plans like team plans and success plans. During the free trial, you can use apps that are normally restricted.
Let's Create a Salesforce and X (Twitter) Integration Flow
Let's get started by creating a flow that integrates Salesforce with X (Twitter)! We'll be using Yoom to proceed with the integration of Salesforce and X (Twitter) without any coding. If you don't have a Yoom account yet, please create one using the registration form.
[What is Yoom]
This time, we will create a flow bot that posts to X (Twitter) when a new record is added to a custom object! The creation process is broadly divided into the following steps.
Register Salesforce and X (Twitter) as My Apps
Copy the template
Set the Salesforce trigger that initiates the flow and the subsequent X (Twitter) action settings
Turn on the trigger button to activate the flow bot
When a new record is added to the custom object, post to X (Twitter)
■Overview The "Flow to post to X (Twitter) when a new record is added to Salesforce's custom object" is a business workflow that utilizes the integration of Salesforce and X (Twitter) to automatically deliver important information and updates. By notifying followers in real-time when new data is added, it facilitates smooth information sharing.
■Recommended for ・Sales representatives who want to integrate Salesforce and X (Twitter) to improve business efficiency ・Marketing personnel who want to automatically disseminate information when a new record is added ・Social media personnel who want to ensure they don't miss the timing to disseminate information ・IT personnel of companies who want to reduce manual posting and achieve automation
■Precautions ・Please integrate both Salesforce and X (Twitter) with Yoom. ・Salesforce is an app available only with team plans and success plans. Operations and data connections in flow bots set up under free or mini plans will result in errors, so please be aware. ・A two-week free trial is available for paid plans like team plans and success plans. During the free trial, you can use apps that are normally restricted.
■Overview The "Flow to post to X (Twitter) when a new record is added to Salesforce's custom object" is a business workflow that utilizes the integration of Salesforce and X (Twitter) to automatically deliver important information and updates. By notifying followers in real-time when new data is added, it facilitates smooth information sharing.
■Recommended for ・Sales representatives who want to integrate Salesforce and X (Twitter) to improve business efficiency ・Marketing personnel who want to automatically disseminate information when a new record is added ・Social media personnel who want to ensure they don't miss the timing to disseminate information ・IT personnel of companies who want to reduce manual posting and achieve automation
■Precautions ・Please integrate both Salesforce and X (Twitter) with Yoom. ・Salesforce is an app available only with team plans and success plans. Operations and data connections in flow bots set up under free or mini plans will result in errors, so please be aware. ・A two-week free trial is available for paid plans like team plans and success plans. During the free trial, you can use apps that are normally restricted.
The template will be automatically copied, and the following screen will be displayed. The template will be automatically stored in a project called "My Project," so if you want to check it, please do so from there. Read the following screen display and click "OK."
When the following screen is displayed, please check the "Title." You can also change the title to make it easier to use. First, to set up the flow bot to activate when a new record is added to Salesforce, click "When a new record is registered in the custom object."
Step 3: Set the Salesforce trigger that starts the flow
The following screen will be displayed, so please check the settings. If there are no issues, click "Next."
*Salesforce is an app for users of the Team Plan and Success Plan. If you use it with the Free Plan or Mini Plan, the flow bot's operations and data connections will result in errors, so please be careful. The paid plans (Team Plan and Success Plan) offer 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.
When the following screen is displayed, please set the "Trigger Interval." *The trigger interval varies depending on the plan, so be careful.
Scroll down and set the following required items. The following is an example, so please set it according to the instructions. Please register a new record for testing in Salesforce. *It is assumed that information for SNS posts (e.g., "We have formed a business alliance with Company XX" or "Press release of new features") is managed in the custom object. Once the setup is complete, click "Test."
If the test is successful, "Test Successful" will be displayed, and "Retrieved value" will be shown below it. Although not displayed on the following screen, the values obtained from Salesforce will be added next to the item name of Retrieved value. The retrieved value will be used in the subsequent settings, so please check for any mistakes. Once confirmed, click "Save."
Step 4: Set up posting to X (Twitter)
Next, to set up posting to X (Twitter), click "Post a Post."
The following screen will be displayed, so please check the settings. If there are no issues, click "Next."
The following screen will be displayed, so please set the "Post Text." By utilizing the retrieved values from Salesforce, you can automatically create the text. The retrieved value will be displayed when you click the arrow within the red frame. The following is an example, so please set it as you wish. Once the setup is complete, click "Test." If the test is successful, "Test Successful" will be displayed, so click "Save."
Step 5: Turn on the trigger button and start the flow bot
All item settings are now complete! The following screen will be displayed, so click "Turn on Trigger" to complete the automation setup. Check if the configured flow bot is operating correctly!
This was the flow to post to X (Twitter) when a new record is added to the custom object.
Other Automation Examples Using Salesforce and X (Twitter) APIs
It is possible to automate various tasks using Salesforce and X (Twitter) APIs. If you find something interesting, please give it a try!
Automation Examples Using Salesforce
In addition to adding and sending data, you can also achieve notifications to communication tools and automation using AI!
Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.
■Overview The "Notify Microsoft Teams when a record is created in Salesforce Lead Object" workflow supports rapid response for sales teams. Whenever a new lead is registered in Salesforce, a notification is automatically sent to Microsoft Teams, allowing the entire team to share information in real time. This ensures that you don't miss the timing for lead follow-up, enabling efficient sales activities.
■Recommended for ・Sales representatives managing leads using Salesforce ・Sales managers looking to enhance team communication with Microsoft Teams ・Business owners who wish to automate quick lead follow-ups and improve sales efficiency ・IT personnel looking to easily configure Salesforce and Microsoft Teams integration using Yoom
■Notes ・Please integrate Salesforce and Microsoft Teams with Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail. ・Salesforce is available only with Team Plan and Success Plan. Operations and data connections of Flowbot set on Free Plan and Mini Plan may result in errors. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. You can use restricted apps during the free trial.
It is possible to automatically post on X (Twitter) based on chat tools or email content. You can also set it to automatically post on X (Twitter) every week.
Convert trending topics into explanatory text using ChatGPT and post them on X (Twitter).
■Overview The "Convert trend topics into explanatory text with ChatGPT and post on X (Twitter)" workflow streamlines the process of automatically explaining the latest topics and sharing them on social media. This allows you to consistently provide fresh content and enhance engagement with your followers.
■Recommended for ・Marketing professionals who want to regularly share the latest trends on social media ・Companies that do not want to spend time collecting trend information and creating content ・Creators who want to efficiently generate explanatory text using ChatGPT ・Those who want to automate information dissemination on X (Twitter) and strengthen interaction with followers ・Business owners who want to improve their workflow and enhance content creation efficiency
■Notes ・Please link ChatGPT, X (Twitter), and Yoom. ・To execute ChatGPT (OpenAI) actions, you need to subscribe to OpenAI's paid API plan. (Ensure payment can be made when the API is used) https://openai.com/ja-JP/api/pricing/ ・The use of ChatGPT's API is provided by OpenAI for a fee, and it is charged on a pay-as-you-go basis through tokens during API communication. Therefore, please be aware that an error will occur if payment cannot be made when using the API.
■Overview The "Retrieve event information from Notion at a set time every day and announce it on X (Twitter)" flow is a business workflow that leverages the integration between Notion and Twitter to automatically publish daily event information. It reduces manual announcement work and supports efficient and reliable information delivery.
■Who we recommend this template for ・Those who manage event information in Notion and want to automate regular announcement tasks ・Marketers who want to continuously share event information with followers using X (Twitter) ・Business owners and team leaders who spend time creating tweets manually ・Those who want to use Yoom to connect multiple tools and improve operational efficiency ・Event organizers with frequent announcements who require timely information delivery
■Notes ・Please connect Yoom with both Notion and X (Twitter).
■Overview The "Automatically post on X (Twitter) when a message is posted on Slack" workflow seamlessly integrates internal communication with external information dissemination. By automatically posting messages shared on Slack to X (Twitter), it eliminates the need for manual posting, enabling quick and efficient information distribution.
■Recommended for ・Social media managers who want to automate information dissemination using Slack and X (Twitter) ・PR personnel who want to quickly share important internal information and news externally ・IT personnel in companies who want to reduce manual posting tasks and improve operational efficiency ・Marketing personnel who want to enhance engagement with followers without missing the timing of information dissemination
■Notes ・Please integrate both Slack and X (Twitter) with Yoom. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview Are you manually posting the progress of tasks managed in Google Sheets or the status of product inventory to X (Twitter)? Because this task occurs regularly, it is time-consuming and tends to cause issues such as missed posts or transcription errors in the content. By using this workflow, when a specific status in Google Sheets is updated, it will automatically post a post to X (Twitter), streamlining the operation of such information dissemination.
■Recommended for ・Those who manually post Google Sheets update information to X (Twitter) ・Those who want to prevent missed or delayed posts and content errors in social media communications ・Managers who want to streamline marketing or PR operations using X (Twitter)
■Notes ・Please connect Google Sheets and X (Twitter) with Yoom. ・You can select a trigger interval of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please be aware.
By integrating Salesforce data with X (Twitter), you can enjoy benefits such as saving the effort of creating posts while switching between tools and easily utilizing the data stored in Salesforce for X (Twitter). This can potentially reduce the time spent on manual tasks and increase the possibility of quick data utilization!
The key point of this integration is that it can be achieved without programming knowledge! With Yoom, such app integration becomes easy. Data integration, which would normally require skills like those of an engineer, can be easily done by anyone using Yoom.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
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