Create a folder in Google Drive when an account is registered in Salesforce.

■Overview

This is a flow that creates a folder in Google Drive when an account is registered in Salesforce.

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■Recommended for

1. Companies using Salesforce as a centralized customer information management platform

・Business personnel managing information for each account

・Those managing leads and accumulating related information

・Those registering status for each project and sharing it with the team

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2. Those using Google Drive for file management

・Those creating folders for each client company

・Those who want to share managed data clearly

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■Benefits of using this template

Google Drive is a tool suitable for centralized file management.
By using Salesforce to manage customer information and linking it with files managed in Google Drive, access to necessary information is streamlined.
However, manually creating a folder in Google Drive every time an account is registered in Salesforce can negatively impact the productivity of the entire team.

This flow is suitable for those who want to streamline the workflow of the entire team.
By using this template, a folder for the account is automatically created in Google Drive when an account is added in Salesforce, eliminating manual work.
Automating folder creation and reallocating the time spent on manual work to other tasks can lead to improved productivity for the entire team.

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■Notes

・Please integrate both Salesforce and Google Drive with Yoom.

・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.