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

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■Overview

This is a flow that saves files to Box 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 Box 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 reduce the hassle of manual file saving and improve work efficiency

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2. Those who utilize Salesforce information to advance their work

・Those who want to quickly find necessary files by automatically saving related files to Box 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 powerful tool for centralized customer information management and sales process efficiency, but manually saving related files to Box is burdensome for staff and poses challenges in file searchability and version management.

By implementing this flow, when the status is changed in Salesforce, related files are automatically saved in the appropriate folder in Box. Staff no longer have the hassle of file saving and can quickly find the necessary files. Additionally, file version management is automated, allowing access to the latest files at all times.

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■Notes

・Please integrate Yoom with both Salesforce and Box.

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

・Paid plans such as the Team Plan or Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.

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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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Box

Yoom allows you to integrate with Box's API without any coding, enabling the automation of various tasks. You can automatically store files attached to emails in Box, and receive notifications in Slack or Chatwork when files are uploaded to Box.

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