When the status is updated in Salesforce, update the deal status on the board as well.

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■Overview

This is a flow that updates the deal status on the board when the status is updated in Salesforce.

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■Recommended for

1. Those who utilize board in their business

・Those who want to visualize the progress of deals

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2. Those who utilize Salesforce

・Those who manage company information and deals

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■Benefits of using this template

The board is a tool that facilitates information management by centrally managing all information related to deals.
However, manually updating information when sharing it between Salesforce and the board can decrease work efficiency.

By using this flow, when a status update is made in Salesforce, it is automatically reflected on the board as well.
This helps avoid human errors, maintain the accuracy of shared information between different apps, and improve work efficiency.

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■Notes

・Please link both board and Salesforce with Yoom.

・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.

・Branching is a feature (operation) available with the Mini Plan or higher. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful.

・Salesforce is an app available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation or data connect of the flow bot set will result in an error, so please be careful.

・Paid plans such as Mini Plan, 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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In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.

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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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