■Overview
This is a flow that adds form information to Salesforce when a form is issued in Rakuraku Meisai.
■Recommended for
1. Those who issue forms using Rakuraku Meisai
・Those who issue invoices for each project
・Those who issue forms in real-time and respond quickly
2. Companies managing deals with Salesforce
・Those who register the status for each project and share it with the team
・Those who centrally manage customer company information
■Benefits of using this template
Rakuraku Meisai is a useful tool for streamlining the management of forms.
By adding formatted form data to Salesforce and linking the information, it can be utilized in business operations.
However, manually entering Rakuraku Meisai information into Salesforce each time is cumbersome and may lead to lost business opportunities.
This flow allows you to automatically add Rakuraku Meisai information to Salesforce, eliminating the need for manual entry.
By using the time spent on data entry for other tasks, the overall team operations can be revitalized, leading to increased productivity.
■Notes
・Please integrate Rakuraku Meisai and Salesforce with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・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.
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