■Overview
This is a flow that automatically creates a folder for each account in Box when an account is registered in Salesforce.
By using Yoom, you can easily connect applications without the need for programming.
■Recommended for
1. Companies managing accounts using Salesforce
・Those who want to efficiently manage account information
2. Companies managing files using Box
・Those who want to enhance the integration between Salesforce and Box to improve operational efficiency
■Benefits of using this template
When an account is registered in Salesforce, a folder for each account is automatically created in Box, significantly reducing the effort required for document management.
By implementing this flow, sales representatives can avoid the manual task of creating folders for each account, allowing them to work more efficiently.
Additionally, since account information is centrally managed, necessary documents can be quickly checked and shared, contributing to improved productivity for the entire team.
Furthermore, eliminating human errors associated with folder creation enhances the reliability of document management and ensures the accuracy of operations.
■Notes
・Please integrate Yoom with both Salesforce and Box.
・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 application available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set in the Flow Bot 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 applications that are subject to restrictions.
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