Register it as a billing destination in the billing management robot when information is updated in Salesforce.

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■Overview

This is a flow to register as a billing destination in the Billing Management Robot when information is updated in Salesforce.

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■Recommended for‍

1. Those who use the Billing Management Robot in their operations

・Those who utilize it to streamline billing operations

・Those who manage data related to billing

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2. Those who manage transactions using Salesforce

・Those who centrally manage detailed information related to client companies

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■Benefits of using this template

The Billing Management Robot is a tool that can be used to streamline the process up to billing completion.
However, manually entering Salesforce information into the Billing Management Robot each time is cumbersome and may lead to human errors.

By utilizing this flow, you can automatically register information into the Billing Management Robot, eliminating manual work.
By eliminating manual entry, you can prevent human errors and maintain the accuracy of registered information.

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■Notes‍

・Please link both the Billing Management Robot and Salesforce with Yoom.

・You can select the trigger activation interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

・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 of the configured flowbot will result in errors, so please be careful.

・Paid plans such as the Mini Plan, Team Plan, and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.

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Billing Management Robo

You can utilize the billing management robot's API with no code using Yoom. By using the billing management robot's API, you can automatically register client information and billing details, and automate the creation and sending of invoices. You can also leverage data from various SaaS platforms, such as Yoom's database and kintone, as the source for billing information.

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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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