■Overview
This is a flow to register activity history in Salesforce when a message is posted on Google Chat.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who use Salesforce for customer management
・Those who want to efficiently manage activity history
2. Those who use Google Chat as a team communication tool
・Those who use Google Chat for daily business communication but often forget important activities because they are not recorded
■Benefits of using this template
By linking Google Chat and Salesforce, you can centrally manage the content of posted messages.
This makes it easy to quickly and accurately record the progress of sales activities.
Important messages are automatically recorded in Salesforce, preventing information omissions and improving business efficiency.
Additionally, since communication on Google Chat remains as activity history, information sharing across the team becomes seamless.
■Notes
・Please link both Google Chat 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/apps available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation 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).
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.
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