When the opportunity stage in Salesforce is marked as Closed Won, send a notification to Discord.

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■Overview

This is a flow that sends a notification to Discord when the opportunity stage in Salesforce is marked as completed.

■Recommended for

1. Sales teams that manage opportunities in Salesforce and communicate with their team on Discord

・For those who want to automatically notify Discord when the opportunity stage is "completed" to share order information with the entire team and enhance quick response and collaboration

2. Sales managers who want to quickly grasp order information

・For those who want to quickly understand the progress of opportunities on Discord, leading to swift decision-making and improved team goal achievement

3. Those who want to streamline sales activities by integrating Salesforce and Discord

・For those who want to improve sales productivity by streamlining information sharing, progress management, and communication

■Benefits of using this template

By utilizing the flow [Notify Discord when the opportunity stage in Salesforce is marked as completed], it becomes possible to prompt necessary procedures after completion and prepare for the next opportunity.

By integrating Salesforce and Discord, you can strengthen information sharing within the sales team, allowing representatives to quickly share information without missing the completion.

The content of notifications to Discord can be freely customized.

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Salesforce
Salesforce
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Discord
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Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
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Discord
It is possible to automate various tasks by integrating with Discord's API without code. For example, you can automatically send messages or files to any text channel on Discord.
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