■Overview
This is a flow that registers activity history in Salesforce when a message is posted on Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Salesforce for customer management and sales activity management
・Those who are utilizing Salesforce but find manual registration of activity history cumbersome
2. Those who use Slack for business communication
・Those who use Slack regularly and want to strengthen integration with Salesforce
■Benefits of using this template
By utilizing this template, you can gain several benefits.
First, since the conversation content on Slack is quickly reflected in Salesforce, you can avoid missing information additions.
Also, when adding data manually each time, there is a risk of human errors such as input mistakes, but automation can reduce such risks.
By eliminating manual work, you can shorten work time and contribute to productivity improvement.
■Notes
・Please connect Yoom with both Slack and Salesforce.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・AI Operations and Salesforce are features and apps available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations of the flow bot set will result in an error, 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 restricted apps and AI features (operations).
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