■Overview
This is a flow to create invoices in Misoca from Salesforce.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with the Chrome extension, you can directly activate the trigger from within Salesforce.
■Recommended for
1. Those who use Salesforce for customer management and sales activities
・Those who want to be freed from manual invoice creation and improve operational efficiency
2. Those who manage invoices with Misoca
・Those who want to automate the invoice creation process and issue invoices accurately and quickly
■Benefits of using this template
There are several benefits to integrating Salesforce with Misoca.
Firstly, you can directly reflect customer information and sales activity data managed in Salesforce into invoice creation in Misoca.
This eliminates the hassle of double-entering customer information and improves operational efficiency.
Additionally, by reducing the time sales representatives spend on invoice creation, they can focus on their core tasks.
■Notes
・Please integrate both Salesforce and Misoca with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, 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 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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