■Overview
This is a flow that adds warehouse entry and exit information to Salesforce when it is created in NEXT ENGINE.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use NEXT ENGINE for business
・Those who want to use warehouse entry and exit information seamlessly with other tools
・Those aiming to improve the efficiency of inventory management operations
2. Companies that use Salesforce for inventory information management
・Those who want to reduce the risk of double entry, input errors, and transcription omissions of warehouse entry and exit information
・Those who experience frequent fluctuations in inventory levels and need smooth inventory status tracking
■Benefits of using this template
With this flow, there is no need to manually transcribe warehouse entry and exit information from NEXT ENGINE to Salesforce, reducing the workload of inventory management personnel.
Automation allows for the timely sharing of highly accurate information, leading to improved efficiency in inventory management operations.
■Notes
・Please integrate Yoom with both NEXT ENGINE and Salesforce.
・For the method of integrating NEXT ENGINE with My Apps, please refer to here.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in 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.
・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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