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It's common to manually transfer data to Salesforce while checking file data registered in Microsoft SharePoint.
Have you ever entered incorrect data due to file mix-ups or typing errors? If you need to make corrections, it becomes a double effort and isn't very efficient.
To avoid such situations, it's recommended to integrate Microsoft SharePoint with Salesforce!By utilizing API-based app integration, you can automatically transfer data from Microsoft SharePoint to Salesforce!
Hearing about API integration might sound difficult, but with Yoom, which allows app integration without programming, there's no need for 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!
By using Yoom, you can easily integrate Microsoft SharePoint and Salesforce with no code.
Yoom offers pre-prepared templates for integrating Microsoft SharePoint and Salesforce, so you can achieve integration immediately just by registering, even without API knowledge.
By integrating the APIs of Microsoft SharePoint and Salesforce, you can automatically link data from Microsoft SharePoint to Salesforce!
For example, you can automatically perform data integration like the following without human intervention.
This flow automatically adds file information to Salesforce when a file is stored in Microsoft SharePoint.
You can centrally manage related data, which is expected to improve the efficiency of sales activities and support operations.
This flow automatically saves files attached to forms in Microsoft SharePoint and registers the file information in Salesforce as well.
Quick data sharing can be expected.
This flow automatically analyzes files stored in Microsoft SharePoint using OCR and adds the extracted text data to Salesforce.
It promotes the digitization of documents, contributing to improved searchability and operational efficiency.
Let's get started by creating a flow that integrates Microsoft SharePoint and Salesforce!
We will use Yoom to proceed with the integration of Microsoft SharePoint and Salesforce without any code, so if you do not have a Yoom account yet, please create one from this registration form.
[About Yoom]
This time, we will create a flow bot that creates a task in Salesforce when a record is registered in Microsoft SharePoint!
The creation process is broadly as follows.
[Preparation 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 settings.
Please refer to this for detailed information.
How to Register My Apps in Salesforce | Yoom Help Center
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 from the search window.
[For Microsoft SharePoint]
Once you can select Microsoft SharePoint, log in with the account you will use.
Similarly, log in to Outlook.
Please check here for more details.
Procedure and Precautions for Registering My Apps in Microsoft365 Services | Yoom Help Center
[For Salesforce]
Once you can select Salesforce, log in with the account name you will use.
* If you are already integrated with other services, the API integration with Yoom may not function properly. Please be careful.
3)Once registration is complete, an icon will be displayed in My Apps.
Please check if the icon of the registered app is displayed.
1) First, click on the "Try it" icon.
2) The following confirmation screen will appear, click "OK".
If it appears as shown below, the template has been copied.
The title and details can be edited by clicking on them.
Also, the copied template is saved in My Projects, so you can open it from there as well.
Click on the icons with "!" on the right in order from top to bottom to set the operations.
1) First, let's click on "When a file is created or updated in a specified folder in the site"!
2) Ensure that the action "When a file is created or updated in a specified folder in the site" is selected, and click "Next".
3) Select the trigger activation interval and enter your My Domain URL.
The trigger activation interval varies depending on the subscription plan.
We recommend the shortest time available for your plan.
For details on each plan, please refer to this.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
When you click the box, the linked site IDs will be displayed, so please select the site ID you want to use.
Also, the folder ID can be selected by setting the site ID.
Please select the site ID and folder ID you want to use.
If the test is successful, click "Save".
1) Return to the flow and click on the "Operate Database Add Record" icon.
*Salesforce is an app for those using the Team Plan or Success Plan.
If you use it with the Free Plan or Mini Plan, the flow bot operations and data connect will result in errors, so please be careful.
*There is a two-week free trial for paid plans (Team Plan, Success Plan). 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 "Add Record" is selected, enter the database integration, and click "Next".
The API reference name of the object can be selected by setting the My Domain URL.
Please select the API of the object you want to use.
3) Enter the required fields.
For entering the values of the records to be added, you can select the output from Microsoft SharePoint obtained earlier.
Please select the corresponding item from the output.
About Output | Yoom Help Center
Once the input is done, click "Test".
After the test is complete, click "Save".
This completes the flow of 【When a file is stored in Microsoft SharePoint, add file information to Salesforce】.
Once the setup is complete, the following display will appear, click "Turn on Trigger".
Start the flow bot and check if it operates correctly.
This time, we introduced how to register inquiries from Microsoft SharePoint to Salesforce, but if you want to link Salesforce information to Microsoft SharePoint, please also use the following template.
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 organizing related materials and facilitate smooth sales activities.
This flow automatically creates a corresponding folder in Microsoft SharePoint when a new account is registered in Salesforce.
It streamlines document management for each account and facilitates smooth information sharing.
By leveraging the APIs of Microsoft SharePoint and Salesforce, various automations can be achieved!
How about the following automations, for example?
You can automatically organize and share documents or notify the team of specific updates.
By integrating with other tools, you can also automate approval workflows or classify and save files under specific conditions!
You can automatically register and update lead and opportunity data, and send follow-up notifications based on specific conditions.
Integration with other marketing tools and customer support systems is also possible.
By integrating Microsoft SharePoint data with Salesforce, you can save the effort of manually transferring file data and simplify the association between data and files.
This should help improve work speed and prevent errors in data transfer!
Moreover, the key point of this integration is that it can be achieved without programming knowledge! With Yoom, such app integration becomes easily possible.
Even beginners in app integration can easily implement it and try automation quickly during work breaks!
Take this opportunity to register with Yoom and implement automation!
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