■Overview
This is a flow for creating a quotation in Misoca from Salesforce.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Salesforce.
■Recommended for
1. Those who use Salesforce for sales and customer management
・Those who want to automate the creation of quotations to streamline sales activities
2. Those who use Misoca to issue quotations and invoices
・Those who use Misoca regularly and want to leverage integration with other tools
■Benefits of using this template
By integrating Salesforce and Misoca, the creation of quotations is automated.
This will likely reduce the time spent on creating quotations.
Additionally, providing quick and accurate quotations will improve customer satisfaction and increase opportunities for acquiring new business.
■Notes
・Please integrate Yoom with both Salesforce and Misoca.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Salesforce is an app available only on the Team Plan and Success Plan. Please note that operations and data connections set in Flowbot will result in errors if you are on the Free Plan or Mini Plan.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・If there are multiple recipients, you can use the operation 'Split list-type output into individual outputs' to manipulate data and set only the recipient IDs you want to send to by splitting the target recipient IDs individually.
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