Extract pricing details from quote files in Box and automatically update Salesforce opportunities

■Overview

Manually transferring quote details saved in Box to Salesforce opportunity records is time-consuming and prone to input errors. With this workflow, when a quote is uploaded to a specific Box folder, AI (OCR) automatically reads the pricing information in the file and updates the corresponding Salesforce opportunity record. Eliminate manual data entry and streamline your sales operations with this workflow.

■Who This Template Is For

• Sales representatives who spend significant time and effort transferring quote information between Box and Salesforce
• Managers who want to prevent errors when updating opportunity information manually and improve data accuracy
• DX leaders who want to automate sales processes and increase productivity across their teams

■Benefits of This Template

• Simply upload a quote to Box to automatically update the corresponding Salesforce opportunity, reducing manual data entry and freeing up time for high-value work.
• AI automatically reads and updates pricing information, preventing human errors such as transcription mistakes and missed updates while keeping sales data accurate.

■Flow Bot Steps

1. First, connect Box and Salesforce to Yoom.
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder.”
3. Next, set the Box “Download a file” action as an operation to retrieve the uploaded quote file.
4. Next, set the AI feature’s “Read text from an image or PDF” action as an operation to extract pricing and other information from the downloaded file.
5. Next, set Salesforce’s “Retrieve a record” action as an operation to identify the opportunity record to update based on the file name and other information.
6. Finally, set Salesforce’s “Update a record” action as an operation to update the target opportunity with the extracted pricing information.

※ “Trigger”: An action that initiates a flow. “Operation”: An action that processes data within the flow after the trigger runs.

■Customization Options

• In the Box trigger settings, you can choose which folder starts the workflow. For example, specify a folder such as “Final Quotes.”
• For the AI (OCR) action, you can choose which fields to extract from the quote. In addition to pricing information, you can also extract details such as quote numbers and dates. You can also select the AI model and language to use.

■Important Notes‍

• Connect Box and Salesforce to Yoom.
• Salesforce is available only on the Team and Success plans. Please note that on the Free and Mini plans, operations and Data Connect configured in the flow bot will result in errors.
• Paid plans, including the Team and Success plans, offer a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.