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

■Overview

This is a flow that saves files to OneDrive 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 OneDrive 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 OneDrive 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 if the storage locations of related files are dispersed, it can lead to inefficiencies in information sharing and searching, potentially decreasing work efficiency.

By implementing this flow, when the status is changed in Salesforce, related files are automatically saved to OneDrive, allowing centralized management of files in the cloud, enabling all team members to access the same information. Additionally, by utilizing OneDrive's powerful search and version management features, you can quickly find the necessary files and always work with the latest files.

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■Notes

・Please integrate both Salesforce and OneDrive 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.