■Overview
This is a flow that adds a registered account in Salesforce to Jobcan Expense Management and Workflow.
By using a trigger with a Chrome extension, you can directly activate the trigger from Salesforce.
■Recommended for
1. Those who manage account information using Salesforce
・Those who want to automatically add account information registered in Salesforce to other systems
2. Companies using Jobcan Expense Management and Workflow
・Those who want to centrally manage account information in Jobcan Expense Management and Workflow
■Benefits of using this template
By utilizing this template, you can automatically add information to Jobcan Expense Management and Workflow with one click when registering an account in Salesforce.
This reduces the effort and time required for manual input, allowing staff to allocate the freed-up time to other important tasks.
As a result, work efficiency improves, leading to increased productivity.
Furthermore, reducing manual work minimizes the risk of input errors and omissions, achieving accurate and consistent data management.
■Notes
・Please integrate both Salesforce and Jobcan Expense Management and Workflow with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. Free Plan
・In the case of the Mini Plan, operations and data connections set in the Flowbot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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