■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.
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