■Overview
This is a flow to register activity history in Salesforce when a message is posted on Microsoft Teams.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Companies using Microsoft Teams as a chat tool
・Those who want to efficiently manage team activity history and centralize it in Salesforce
2. Companies using Salesforce as a customer management tool
・Those who are centrally managing customer information in Salesforce but find it cumbersome to manually enter activity history
■Benefits of using this template
By utilizing this template, you can eliminate the need for information transcription work, thereby improving work efficiency.
For example, if you share meeting minutes with stakeholders on Chatwork after a business meeting, the content will automatically be reflected in Salesforce as well.
This eliminates the hassle of manually registering activity history after sharing information, leading to reduced work time and increased productivity.
■Notes
・Please connect both Microsoft Teams and Salesforce with Yoom.
・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. If you are on the Free Plan or Mini Plan, the operations of the flow bot you have 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).
・Microsoft365 (formerly Office365) has a Home Plan and a General Business Plan (Microsoft365 Business). If you are not subscribed to the General Business Plan, authentication may fail.
.avif)
.png)
