When the status is changed in Salesforce, save the file to Google Drive.

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■Overview

This is a flow that saves files to Google Drive when the status is changed in Salesforce.

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■Recommended for

1. Those who manage projects or customer information in Salesforce

・Those who want to automatically save related files to Google Drive according to status changes in Salesforce records

・Those who want to organize and manage files such as contracts, quotes, and proposals that occur with status changes

・Those who want to improve work efficiency by eliminating the hassle of manual file saving

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2. Those who use Salesforce information to advance their work

・Those who want to be able to quickly find necessary files by automatically saving related files to Google Drive triggered by status changes

・Those who want to automate file management by integrating Salesforce information with other systems

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■Benefits of using this template

Salesforce is a very powerful tool for customer management, but manually saving related files to Google Drive every time the status changes can lead to complicated file management and incorrect file saving.

By utilizing this flow, related files are automatically saved to Google Drive when the status is changed in Salesforce. This allows the person in charge to be freed from the hassle of file saving and focus on more important tasks such as customer support and sales activities. Additionally, file management is streamlined, allowing you to quickly find the necessary files.

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■Notes

・Please integrate Yoom with both Salesforce and Google Drive.

・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 of the flow bot you have set 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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About the Apps You Use

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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Google Drive

Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.

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