■Overview
This is a flow where when a file is uploaded to Salesforce, it is uploaded to Google Drive and sent via Gmail.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage customer and project information in Salesforce, share files on Google Drive, and communicate with customers via Gmail
・Those who want to automate the process of manually uploading files from Salesforce to Google Drive and sending them via Gmail to improve work efficiency
2. Those who want to complete the process of sharing files with customers solely through Salesforce operations
・Those who want to complete file sharing through Salesforce operations and improve work efficiency
3. Those who want to streamline communication with customers
・Those who want to improve customer satisfaction by streamlining file sharing, information sharing, and customer support
■Benefits of using this template
Managing files in Salesforce but having to upload them to Google Drive and send them via Gmail each time to share with customers or partners can be cumbersome.
By utilizing the flow [when a file is uploaded to Salesforce, it is uploaded to Google Drive and sent via Gmail], the entire process is automated, allowing for quick and consistent responses.
■Notes
・Please integrate Yoom with Salesforce, Google Drive, and Gmail.
・Salesforce is available with the team plan or higher. If you are on a plan that is not eligible, the operations and data connections you have set will result in errors, so please be careful.
・A paid plan offers a 2-week free trial. During the free trial, you can use restricted features (operations) and apps.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
When an email matching specific keywords is received
When an email with a specific label is received
New File or Folder Created
When a new file or folder is created in a specific folder
Specific File Created or Updated
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
Retrieve List of Message IDs
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Create Folder
Copy File
Search Files and Folders in a Specific Folder
Delete File
Upload File
Download a file
Download a Google Sheet
Download a Google Slides presentation
Download a Google Docs document
List files and folders in a specific folder
Rename File
Get File or Folder Information
Convert Excel File to Google Sheets
When an email matching specific keywords is receivedWhen an email with a specific label is received
Retrieve List of Message IDsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
New File or Folder CreatedWhen a new file or folder is created in a specific folderSpecific File Created or Updated
Create FolderCopy FileSearch Files and Folders in a Specific FolderDelete FileUpload FileDownload a fileDownload a Google SheetDownload a Google Slides presentationDownload a Google Docs documentList files and folders in a specific folderRename FileGet File or Folder InformationConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove file to TrashList permissions for a file or folderUpdate description for a file or folderMove file to a different folderCreate a shortcut to a fileConfigure download and copy permissionsList folders in a specific folderConvert a text file to Google DocsDownload a Google Sheet (specify sheet)Change sharing to "Anyone with the link"Search files and folders in a specific folder (excluding Trash)Convert a presentation file to Google SlidesConvert a PDF file to Google DocsGrant file or folder permissions to a specific organizationUpdate a specific fileRemove permissions from a file or folderCreate a shared driveSearch shared drivesCopy File
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploaded
Get Lead RecordUpdate Lead RecordCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordUpdate Account RecordCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordCreate Contact RecordSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (excluding deleted records)Search Account records (excluding deleted records)Search Opportunity records (excluding deleted records)Search Contact records (excluding deleted records)Search Custom Object records (excluding deleted records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on OpportunityLog Activity on ContactCreate To-Do on LeadCreate Task on AccountCreate Task on OpportunityCreate Task on ContactCreate Event on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with a PersonCreate Email Message on a Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectCreate Event on a Custom ObjectGet Content Document IDs Associated with a RecordGet Latest ContentVersion IDDownload FileGet Contract RecordUpdate Contract RecordCreate Contract RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet AccountsGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity record
ユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter Group
