■Overview
This is a flow to add a client from Salesforce to freee Accounting.
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 Salesforce.
■Recommended for
1. Those who use Salesforce for customer management and sales activities
・Those who want to quickly reflect the information entered by the sales team into freee Accounting to improve operational efficiency
2. Those who use freee Accounting for accounting tasks
・Those who want to smoothly share information between the sales and accounting departments
■Benefits of using this template
By adding a client from Salesforce to freee Accounting, manual data entry is no longer necessary, making it easier to maintain data consistency.
This leads to improved operational efficiency, allowing staff to focus on more important tasks.
Additionally, as client information is reflected quickly, you can always grasp the latest information.
Furthermore, the risk of human error is reduced, and data accuracy is improved, enabling reliable management.
■Notes
・Please connect both Salesforce and freee Accounting with Yoom.
・For instructions on setting up a trigger 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.
.avif)
.avif)
