When the status is updated in Backlog, update the record in Salesforce as well.

■Overview

In this flow, the progress of tasks in Backlog is reflected in real-time in Salesforce, which streamlines information sharing between teams and prevents missed responses and duplicate work. This enables the integration of project management and customer support.
With Yoom, you can easily connect apps without the need for programming.

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■Recommended for

• Those who are using both Backlog and Salesforce and are facing challenges in data integration between the two
• Team leaders who want to centralize project management and customer support information
• IT personnel in companies looking to reduce the time and effort of manual information synchronization

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■Benefits of using this template

• Increased efficiency through centralized information management
  ・The status synchronization between Backlog and Salesforce eliminates the need for data entry between systems, reducing work time.
• Reduction of human error
  ・Automatic synchronization prevents manual data entry errors, enabling accurate information management.
• Enhanced team collaboration
  ・Real-time status updates make it easier to share the status of projects and customer responses, facilitating smooth communication.