■Overview
This is a flow that sends a notification to Telegram when the opportunity stage in Salesforce is marked as "Closed Won".
■Recommended for
1. Sales teams that manage opportunities in Salesforce and use Telegram for team communication
・For those who want to automatically notify Telegram when the opportunity stage is "Closed Won" to share order information with the entire team, ensuring quick response and enhanced collaboration
2. Sales managers who want to quickly grasp order information
・For those who want to quickly understand the progress of opportunities via Telegram, leading to swift decision-making and improved team goal achievement
3. Those who want to integrate Salesforce and Telegram to streamline sales activities
・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 Telegram when the opportunity stage in Salesforce is marked as "Closed Won"], it becomes possible to prompt necessary procedures after closing and prepare for the next opportunity.
Integrating Salesforce with Telegram strengthens information sharing within the sales team, allowing representatives to promptly share information without missing a "Closed Won" status.
The content of notifications to Telegram can be freely configured.
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
When the bot receives a message
Get Lead Record
Update Lead Record
Create Lead Record
Search Lead Records
Get Latest Lead Record
Get Account Record
Update Account Record
Create Account Record
Search Account Records
Get Opportunity Record
Update Opportunity Record
Create Opportunity Record
Search Opportunity Records
Get Contact Record
Update Contact Record
Create Contact Record
Search Contact Records
Get Custom Object Record
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploaded
Get Lead RecordUpdate Lead RecordCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordUpdate Account RecordCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordCreate Contact RecordSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (excluding deleted records)Search Account records (excluding deleted records)Search Opportunity records (excluding deleted records)Search Contact records (excluding deleted records)Search Custom Object records (excluding deleted records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on OpportunityLog Activity on Contact
Create To-Do on LeadCreate Task on AccountCreate Task on OpportunityCreate Task on ContactCreate Event on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with a PersonCreate Email Message on a Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectCreate Event on a Custom ObjectGet Content Document IDs Associated with a RecordGet Latest ContentVersion IDDownload FileGet Contract RecordUpdate Contract RecordCreate Contract RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet AccountsGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成ユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter Group
When the bot receives a message
Send Message
