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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.
■Overview
The workflow "When a file is stored in Microsoft SharePoint, add file information to Salesforce" streamlines file management.
File information is automatically added as soon as the file is stored, leading to increased operational efficiency.
■Recommended for
■Benefits of using this template
By integrating Microsoft SharePoint and Salesforce, you can smoothly manage file information.
This allows you to quickly reflect file information in Salesforce.
Information sharing between teams becomes easier, and work efficiency is expected to improve.
Additionally, by reducing manual input tasks, overall operational efficiency increases, and productivity improves.
Consistency of information is maintained, preventing input errors, thereby enhancing data reliability.
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.
■Overview
The workflow "When a file is stored in Microsoft SharePoint, add file information to Salesforce" streamlines file management.
File information is automatically added as soon as the file is stored, leading to increased operational efficiency.
■Recommended for
■Benefits of using this template
By integrating Microsoft SharePoint and Salesforce, you can smoothly manage file information.
This allows you to quickly reflect file information in Salesforce.
Information sharing between teams becomes easier, and work efficiency is expected to improve.
Additionally, by reducing manual input tasks, overall operational efficiency increases, and productivity improves.
Consistency of information is maintained, preventing input errors, thereby enhancing data reliability.
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.
■Overview
The workflow "Store form attachments in Microsoft SharePoint and add file information to Salesforce" reduces the hassle of file management.
Since file storage and information addition are performed automatically, work efficiency is expected to improve.
■Recommended for
■Benefits of using this template
By using the flow to store form attachments in Microsoft SharePoint and add file information to Salesforce, you can handle files quickly.
This improves the efficiency of file management and facilitates smooth data integration.
Furthermore, by reducing the workload, the overall efficiency of operations is likely to improve.
At the same time, since file information is automatically added to Salesforce, manual input tasks are reduced, preventing input errors.
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.
■Overview
Using the workflow "OCR files stored in Microsoft SharePoint and add them to Salesforce" makes file information management easier.
It eliminates the need for manual data entry, thereby improving business efficiency.
■Recommended for
■Benefits of using this template
By implementing the flow of OCRing files stored in Microsoft SharePoint and adding them to Salesforce, the following benefits can be expected.
First, the digitization of documents and subsequent processing are carried out smoothly, leading to improved business efficiency.
By utilizing OCR technology, the hassle of manual input is eliminated, and data accuracy is also improved.
Next, the integration of Microsoft SharePoint and Salesforce enables centralized information management.
This allows for quick access to necessary information, speeding up decision-making.
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.
■Overview
The workflow "When a file is stored in Microsoft SharePoint, add file information to Salesforce" streamlines file management.
File information is automatically added as soon as the file is stored, leading to increased operational efficiency.
■Recommended for
■Benefits of using this template
By integrating Microsoft SharePoint and Salesforce, you can smoothly manage file information.
This allows you to quickly reflect file information in Salesforce.
Information sharing between teams becomes easier, and work efficiency is expected to improve.
Additionally, by reducing manual input tasks, overall operational efficiency increases, and productivity improves.
Consistency of information is maintained, preventing input errors, thereby enhancing data reliability.
[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.
■Overview
The workflow "When a file is stored in Microsoft SharePoint, add file information to Salesforce" streamlines file management.
File information is automatically added as soon as the file is stored, leading to increased operational efficiency.
■Recommended for
■Benefits of using this template
By integrating Microsoft SharePoint and Salesforce, you can smoothly manage file information.
This allows you to quickly reflect file information in Salesforce.
Information sharing between teams becomes easier, and work efficiency is expected to improve.
Additionally, by reducing manual input tasks, overall operational efficiency increases, and productivity improves.
Consistency of information is maintained, preventing input errors, thereby enhancing data reliability.
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.
■Overview
The workflow "Create a folder in Microsoft SharePoint when a lead is registered in Salesforce" contributes to the efficiency of folder creation tasks.
It allows for the automatic creation of folders for each company, leading to improved operational efficiency.
■Recommended for
■Benefits of using this template
By integrating Salesforce with Microsoft SharePoint, folder creation is quickly realized when a lead is registered.
This makes it easier to quickly organize and share information related to leads, supporting efficient sales activities.
Additionally, since information is immediately organized, the effort of searching is reduced, leading to improved operational efficiency.
Furthermore, as information on Salesforce is automatically reflected in Microsoft SharePoint, manual information transfer becomes unnecessary, reducing human errors.
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.
■Overview
This is a flow that creates a folder in Microsoft SharePoint when an account is registered in Salesforce.
■Recommended for
1. Sales and customer management teams using both Salesforce and Microsoft SharePoint
・Those who want to manage account information registered in Salesforce in Microsoft SharePoint and link related files
2. Sales representatives primarily using Salesforce
・Those who want to smoothly share information with clients by utilizing SharePoint's file sharing feature
■Benefits of using this template
Salesforce is an essential tool for customer relationship management, but manually creating folders in Microsoft SharePoint every time an account is registered is inefficient and time-consuming.
By implementing this flow, a corresponding folder is automatically created in SharePoint when an account is registered in Salesforce. This allows representatives to be freed from the task of folder creation and focus on more important tasks such as customer support and sales activities.
■Notes
・Please integrate Yoom with both Salesforce and Microsoft SharePoint.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・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.
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!
■Overview
This is a workflow that automatically sends notifications to Microsoft Teams when a new item is added to a list in Microsoft SharePoint.
It enables important updates to be communicated to members in real-time, allowing for prompt responses.
■Recommended for
■Benefits of using this template
■Overview
The "Save files uploaded to Box to Microsoft SharePoint" workflow is a business workflow that automates data transfer between cloud storage services.
By utilizing Yoom, files uploaded to Box are automatically saved to SharePoint, significantly reducing the manual transfer work and the hassle of file management.
This improves the overall work efficiency of the team and ensures smooth management of important files.
■Recommended for
■Benefits of using this template
For those managing files on both Box and Microsoft SharePoint, synchronizing files can be a time-consuming task.
This flow automatically saves files to Microsoft SharePoint simultaneously when they are uploaded to Box, eliminating the need for manual transfer work and saving time.
Additionally, automation reduces human errors, improves the accuracy of file management, and facilitates smooth file access for the entire team.
■Overview
The flow "Requesting DocuSign Signatures for Files Uploaded to Microsoft SharePoint" is a business workflow that automates document management and electronic signature processes.
By utilizing this workflow, a signature request is automatically sent via DocuSign when a file is uploaded to Microsoft SharePoint, improving efficiency and accuracy in operations.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that creates a folder in Microsoft SharePoint when a row is added in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Google Sheets for business
・Sales representatives who want to centrally manage customer information in Google Sheets and reduce the effort of storing proposal documents and contracts for each customer
・Sales team leaders who manage projects on a per-project basis and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
2. Those who use Microsoft SharePoint for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in Microsoft SharePoint based on the information added to Google Sheets.
It reduces the effort of manual work and prevents human errors such as typos in folder names or forgetting to create folders.
The storage locations for various documents and forms are unified, helping to improve the efficiency of file management.
■Notes
・Please integrate Yoom with both Google Sheets and Microsoft SharePoint.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
The "Notify Outlook when an item in a list is updated in Microsoft SharePoint" flow is a business workflow that instantly informs Outlook of updates to a list in Microsoft SharePoint. There are times when quick notifications to the entire team are necessary to ensure that updates in Microsoft SharePoint are not missed.
With this workflow, every time an item is updated in Microsoft SharePoint, a notification is automatically sent to Outlook, enabling efficient information sharing.
■Recommended for
■Benefits of using this template
When an item in a list is updated in Microsoft SharePoint, it is automatically notified to Outlook, eliminating the need for manual notifications.
Additionally, by automating notification settings, information sharing across the team can be done quickly.
Automatic notifications ensure that important updates are not missed, improving the accuracy of work.
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.
■Overview
The "Automatically Register Inquiry Emails Received in Gmail to Salesforce" workflow leverages the integration between Gmail and Salesforce to automatically register inquiry emails into Salesforce.
■Recommended for
■Benefits of Using This Template
Manually registering each email received in Gmail into Salesforce can hinder business progress.
This flow allows for automatic registration into Salesforce using the content received in Gmail, significantly reducing manual work.
Additionally, automation reduces human error and maintains consistency in customer data on Salesforce.
As a result, it eliminates the need for manual data entry, enabling swift and accurate customer management, improving operational efficiency, and ensuring data consistency.
■Overview
This is a flow that notifies Chatwork when the opportunity stage in Salesforce is completed.
■Recommended for
1. Sales teams that manage deals in Salesforce and communicate with their team in Chatwork
・Those who want to automatically notify Chatwork when the opportunity stage is "Completed" to share order information with the entire team, ensuring quick response and strengthening collaboration
2. Sales managers who want to quickly grasp order information
・Those who want to quickly understand the progress of deals in Chatwork, leading to swift decision-making and improved achievement of team goals
3. Those who want to streamline sales activities by integrating Salesforce and Chatwork
・Those who want to improve sales productivity by streamlining information sharing, progress management, and communication
■Benefits of using this template
By utilizing the flow [Notify Chatwork when the opportunity stage in Salesforce is completed], it becomes possible to prompt necessary procedures after completion and prepare for the next deal.
By integrating Salesforce and Chatwork, the sales team can enhance information sharing, and the person in charge can quickly share information without missing the completion.
The content and recipients of notifications to Chatwork can be freely set.
■Overview
The "Save files uploaded to Salesforce to Google Drive" flow is a business workflow that automates the integration between Salesforce and Google Drive.
By utilizing Yoom, files uploaded to Salesforce are automatically saved to Google Drive, reducing the need for manual transfer tasks and improving file management efficiency.
This enables centralized data management, leading to increased productivity in business operations.
■Recommended for
■Benefits of using this template
When a file is uploaded to Salesforce, it is automatically saved to Google Drive, eliminating the hassle of manual transfer tasks.
By automatically saving files uploaded to Salesforce to Google Drive, files can be centrally managed, facilitating smooth information sharing.
Automation prevents human errors in transfer tasks, ensuring accurate data management.
■Overview
The flow "Create an event in Google Calendar when the Salesforce opportunity stage reaches a certain status" is a business workflow designed to enhance the efficiency of sales activities.
By integrating Salesforce with Google Calendar, events are automatically added according to the progress of opportunities, eliminating the need for manual schedule management.
This allows sales teams to manage their time more effectively without missing important opportunities.
■Recommended for
■Benefits of using this template
Manually creating meetings according to opportunity status can increase the workload.
By utilizing this flow, events are automatically created according to changes in opportunity stages, eliminating the need for manual registration.
It also prevents missed or duplicate events due to manual entry, ensuring accurate schedule management.
Automating tasks that were previously done manually creates an environment where the sales team can focus on important opportunities, thereby improving overall productivity.
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!
