When an account is registered in Salesforce, create a folder in Microsoft SharePoint.

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■Overview

This is a flow that creates a folder in Microsoft SharePoint when an account is registered in Salesforce.

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■Recommended for

1. Sales and customer management teams using both Salesforce and Microsoft SharePoint

・Those who want to manage account information registered in Salesforce in Microsoft SharePoint and link related files

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2. Sales representatives primarily using Salesforce

・Those who want to smoothly share information with clients by utilizing SharePoint's file sharing feature

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■Benefits of using this template

Salesforce is an essential tool for customer relationship management, but manually creating folders in Microsoft SharePoint every time an account is registered is inefficient and time-consuming.

By implementing this flow, a corresponding folder is automatically created in SharePoint when an account is registered in Salesforce. This allows representatives to be freed from the task of folder creation and focus on more important tasks such as customer support and sales activities.

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■Notes

・Please integrate Yoom with both Salesforce and Microsoft SharePoint.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・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 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

Microsoft SharePoint

Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.

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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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