From new opportunities in Salesforce, review articles with RISK EYES and send notifications via Slack.

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  2. Salesforce
  3. From new opportunities in Salesforce, review articles with RISK EYES and send notifications via Slack.
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■Overview

This is a flow where new cases on Salesforce are reviewed with RISK EYES and notified on Slack.

By using Yoom, you can easily connect apps without the need for programming.

‍

■Recommended for

1. Those managing cases with Salesforce

・Sales department personnel using Salesforce

・Those managing customer and transaction information

‍

2. Those conducting risk investigations on cases

・Those conducting risk investigations on clients for each case using RISK EYES

・Those who want to streamline risk investigations by integrating Salesforce with RISK EYES

‍

■Benefits of using this template

By conducting risk investigations on new cases registered in Salesforce, you can enhance the reliability and safety of your business.
However, manually conducting risk investigations on new cases can be time-consuming and may delay case handling.

In this flow, when a new case is registered in Salesforce, you can obtain the number of web articles on the client using RISK EYES and notify it on Slack.
By automating risk investigations using RISK EYES and notifying the results, you can improve operational efficiency.

The entire team can grasp risk information, allowing cases to proceed based on unified decisions.

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Yoom allows you to integrate with the RISK EYES API without any coding, enabling the automation of cumbersome anti-social checks. For example, based on lead information registered in Salesforce or HubSpot, you can use RISK EYES to search public information (such as web news media, newspapers, and proprietary anti-social databases) and store the number of articles found in Salesforce or HubSpot.
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