■概要
Salesforce上の顧客情報を取得して、RPAを使ってGoogleフォームに自動送信するフローです。
Yoomを利用すると、プログラミング不要で簡単にアプリ同士を連携することができます。
Chrome拡張機能を使用したトリガーを使用することで、Salesforce上から直接トリガーを起動させることができます。
■このテンプレートをおすすめする方
1. Salesforceを利用して顧客情報を管理している方
・Salesforceを使って顧客情報を管理しているが、手動でのデータ入力や情報共有に手間を感じている方
・顧客情報を効率的に管理し、スピーディに共有できる方法を探している方
2. RPAツールを利用して業務の自動化を進めたい方
・定型的な業務を自動化したいが、どのツールを使えばよいか迷っている方
・Googleフォームへのデータ入力の手間を減らし、他の業務に集中したいと考えている方
■このテンプレートを使うメリット
Salesforce上の顧客情報をRPAを使ってGoogleフォームに自動送信することで、データの一元管理と迅速な情報共有が実現します。
これにより、顧客情報の更新や入力作業が効率化され、業務の生産性が向上します。
また、人為的な入力ミスが減少し、データの正確性が保たれます。
さらに、自動化されたプロセスにより、社員は他の重要な業務に集中できるようになり、全体の業務効率が向上します。
このフローを活用することで、時間とリソースを節約し、ビジネスの成長を促進することができます。


When a form response is submitted
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
Get List of Answers
Get Specific Answer Information
Get List of Responses (Specify Response Period)
Get Form Questions
Update Form Title and Description
Update Question Titles and Descriptions
Create a new form
Update form visibility settings
Add a short/paragraph question (title and description)
Add a choice question (radio, checkbox, or dropdown)
Add a grid question (multiple-choice grid / checkbox grid)
Add a question title and description (Date/Time)
Add a question title and description (Linear scale)
Add a question title and description (Image + text)
Add a question title and description (Image + choice)
Add a question title and description (Choices with images)
Get Lead Record
Update Lead Record
When a form response is submitted
Get List of Answers
Get Specific Answer Information
Get List of Responses (Specify Response Period)
Get Form Questions
Update Form Title and Description
Update Question Titles and Descriptions
Create a new form
Update form visibility settings
Add a short/paragraph question (title and description)
Add a choice question (radio, checkbox, or dropdown)
Add a grid question (multiple-choice grid / checkbox grid)
Add a question title and description (Date/Time)
Add a question title and description (Linear scale)
Add a question title and description (Image + text)
Add a question title and description (Image + choice)
Add a question title and description (Choices with images)
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
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
Update Custom Object Record
Create Custom Object Record
Search Custom Object Records
Link a File to a Record
Upload a File to Link to a Record
Get the Content Document ID of the Uploaded File
Search 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 Report
Log Activity on Lead
Log Activity on Account
Log Activity on Opportunity
Log Activity on Contact
Create To-Do on Lead
Create Task on Account
Create Task on Opportunity
Create Task on Contact
Create Event on Lead
Create Event on Account
Create Event on Opportunity
Create Event on Contact
Log Email Message to Opportunity
Log Email Message to Account
Create User Record
Create Email Message
Associate Email Message with a Person
Create Email Message on a Custom Object
Log Activity on a Custom Object
Create To-Do on a Custom Object
Create Event on a Custom Object
Get Content Document IDs Associated with a Record
Get Latest ContentVersion ID
Download File
Get Contract Record
Update Contract Record
Create Contract Record
Delete Contract Record
Create Calendar Event
Search User Records
Get User Record
Update Account Activity
Search Account Activities
Get Users
Get Accounts
Get Contact List
Get Opportunity List
Get Lead List
Get Case List
Get Campaign List
List Objects
List Custom Objects
List Chatter Group IDs
Post to User on Chatter
Post to Account on Chatter
Chatter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 Chatter
Post to Custom Object Chatter
Chatter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 Role
Assign 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
Associate a Contract record with an Opportunity record
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 Chatter
Add User to Chatter Group