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

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■Overview

This is a flow that saves files to Dropbox 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 Dropbox 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 manually saving files

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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 Dropbox 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

By integrating Salesforce with Dropbox, you can automate the backup of important files on Salesforce and file sharing with customers, thereby improving work efficiency.

By implementing this flow, related files are automatically saved to a designated folder in Dropbox when the status is changed in Salesforce. This frees the person in charge from the hassle of saving files and allows them to quickly find the necessary files.

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■Notes

・Please integrate both Salesforce and Dropbox with Yoom.

・Salesforce is an app available only on 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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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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Salesforce

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Dropbox

Yoom allows you to integrate with Dropbox's API without any code, enabling you to automate various tasks. You can store files received via email into Dropbox or automatically generate folders in Dropbox.

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