■Overview
This is a flow that registers activity history in Salesforce when a message is posted on Chatwork.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies using Chatwork for business communication
・For those who want to centrally manage work progress by keeping message content as activity history
2. Companies managing customers and sales activities using Salesforce
・For those who want to automatically register meeting minutes created during negotiations as activity history
■Benefits of using this template
By using this template, the task of transcribing information becomes unnecessary, improving work efficiency.
For example, if you share meeting minutes with stakeholders on Chatwork after a negotiation, the content of those minutes will be automatically added to Salesforce as well.
For those who have been adding activity history after sharing information, the additional work becomes unnecessary, reducing work time and contributing to increased productivity.
■Notes
・Please connect Yoom with both Salesforce and Chatwork.
・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.
・AI operations and Salesforce are features/apps available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the set flow bot 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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