Once the file is stored in Microsoft SharePoint, add the file information to Salesforce.

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■Overview

The workflow "When a file is stored in Microsoft SharePoint, add file information to Salesforce" streamlines file management.
File information is automatically added as soon as the file is stored, leading to increased operational efficiency.

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■Recommended for

Those who manage files using Microsoft SharePoint
Those who want to quickly reflect file information uploaded to Microsoft SharePoint in Salesforce
Those who find manual file information addition cumbersome
Companies that manage customer and project information using Salesforce
Companies that want to quickly share file information with their sales team

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■Benefits of using this template

By integrating Microsoft SharePoint and Salesforce, you can smoothly manage file information.
This allows you to quickly reflect file information in Salesforce.
Information sharing between teams becomes easier, and work efficiency is expected to improve.

Additionally, by reducing manual input tasks, overall operational efficiency increases, and productivity improves.
Consistency of information is maintained, preventing input errors, thereby enhancing data reliability.

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About the Apps You Use

Microsoft SharePoint

Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.

Related apps

Microsoft SharePoint

Templates using

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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.

Related apps

Salesforce