■Overview
This is a flow to add to Salesforce once invoice issuance is completed with Money Forward Kakebarai.
■Recommended for
1. Those who utilize Money Forward Kakebarai in their operations
・Those responsible for issuing invoices related to transactions
・Those who perform quick invoicing to improve cash flow
2. Companies that manage information with Salesforce
・Those who register detailed information for each business partner and share it with the team
■Benefits of using this template
Money Forward Kakebarai is a tool that can be utilized to improve a company's cash flow.
By simultaneously managing information centrally in Salesforce, you can share invoice-related information with your team and respond quickly.
However, adding information to Salesforce every time an invoice is issued with Money Forward Kakebarai can distract from focusing on other tasks.
By utilizing this flow, you can automatically add information each time an invoice is issued with Money Forward Kakebarai, eliminating the need for manual input.
By reducing manual work, you can decrease the risk of human error and maintain transparency of accumulated information.
By allocating the time spent on input to core tasks, you can improve the overall operational efficiency of the team and enhance productivity.
■Notes
・Please link both Money Forward Kakebarai and Salesforce with Yoom.
・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 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. You can use restricted apps during the free trial period.
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