■Overview
This is a flow that adds orders from B-Cart to Salesforce. By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Companies using B-Cart as a web order management system
・Those who manage orders using B-Cart but find it cumbersome to transfer data to Salesforce
2. Companies using Salesforce as a sales support tool
・Sales representatives who want to quickly grasp order information and respond promptly
■Benefits of using this template
By integrating B-Cart with Salesforce, you can quickly add order information to Salesforce. This eliminates the need to manually transfer order information, improving operational efficiency. Those who previously entered data manually will save time, contributing to increased productivity.
Additionally, this automation helps reduce human errors. By minimizing risks such as input errors and omissions, accurate data management is achieved.
■Notes
・Please connect both B-Cart and Salesforce with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger 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 set in the Flowbot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.
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