■Overview
This is a flow that adds business card information updated in Sansan to Salesforce.
■Recommended for
1. Those who utilize Sansan in their business
・Those in charge of business card management and registration
・Those who extract and register information through image reading
2. Those who utilize Salesforce's database
・Those who centrally manage customer information
■Benefits of using this template
Sansan is a tool that streamlines the registration and management of business card information, facilitating smooth business operations.
However, manually adding updated Sansan information to Salesforce each time can take away time from tasks that should be prioritized.
By utilizing this flow, you can automatically register updated information from Sansan to Salesforce, eliminating the need for manual registration.
By reducing manual input, you can prevent human errors and maintain the accuracy of registered information.
Additionally, by adding branching actions to the flow, you can automatically select whether to add information based on the update content.
■Notes
・Please integrate Sansan and Salesforce with Yoom.
・Sansan and Salesforce are applications 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 configured flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use the restricted applications.
・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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