When a file is uploaded in Salesforce, save it to Google Drive.

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■Overview

The "Save files uploaded to Salesforce to Google Drive" flow is a business workflow that automates the integration between Salesforce and Google Drive.
By utilizing Yoom, files uploaded to Salesforce are automatically saved to Google Drive, reducing the need for manual transfer tasks and improving file management efficiency.
This enables centralized data management, leading to increased productivity in business operations.

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■Recommended for

Business users who regularly use Salesforce and Google Drive
Sales and marketing personnel who spend time on manual file transfers
IT personnel who want to streamline data management and automate business processes
Team leaders who want to easily back up and share files

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■Benefits of using this template

When a file is uploaded to Salesforce, it is automatically saved to Google Drive, eliminating the hassle of manual transfer tasks.
By automatically saving files uploaded to Salesforce to Google Drive, files can be centrally managed, facilitating smooth information sharing.
Automation prevents human errors in transfer tasks, ensuring accurate data management.

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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

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Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

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About the Apps You Use

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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Salesforce

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Google Drive

Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.

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