Microsoft SharePoint Salesforce
Store form attachments in Microsoft SharePoint and add file information to Salesforce.
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Microsoft SharePoint Salesforce

Store form attachments in Microsoft SharePoint and add file information to Salesforce.

Yoom's Microsoft SharePoint ＆  Salesforce  are ready to use! Automate tasks instantly—just copy the template!
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■Overview

The workflow "Store form attachments in Microsoft SharePoint and add file information to Salesforce" reduces the hassle of file management.
Since file storage and information addition are performed automatically, work efficiency is expected to improve.

‍

■Recommended for

  • Those who manage files using Microsoft SharePoint
  • Those who utilize Salesforce for customer and sales management
  • Those who want to quickly upload form attachments to SharePoint and smoothly add that file information to Salesforce
  • Those who want to eliminate the hassle of manually moving files and improve work efficiency
  • Those who want to automate the integration of file management and customer management to reduce errors

‍

■Benefits of using this template

By using the flow to store form attachments in Microsoft SharePoint and add file information to Salesforce, you can handle files quickly.
This improves the efficiency of file management and facilitates smooth data integration.

Furthermore, by reducing the workload, the overall efficiency of operations is likely to improve.
At the same time, since file information is automatically added to Salesforce, manual input tasks are reduced, preventing input errors.

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API Actions That can be No-Code
Executable API actions
everything
Microsoft SharePoint
Salesforce
Flowbot triggers
    When Item is Added or Updated in List
    When a file is created or updated in a specified folder within the site
    When a folder is created or updated in a specified folder within the site
    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
Flowbot operations
    Upload File
    Create Folder
    Search Folders and Files
    Copy File
    Set Values in a Document's Custom Columns
    Get details of a specific item
    Download file
    Create a folder in the drive root
    Get details of a specific list
    Get total views and unique viewers for a specified item (all time)
    Get view count and unique viewers for the specified item (last 7 days)
    Delete file or folder
    Move file to another folder
    Add item to list
    Update list item
    Update list item (multi-select choices)
    Get folders and files in a specific folder
    Get the initial delta link for the specified list
    Get incremental changes for list items
    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
Flowbot triggers
    When Item is Added or Updated in List
    When a file is created or updated in a specified folder within the site
    When a folder is created or updated in a specified folder within the site
Flowbot operations
    Upload File
    Create Folder
    Search Folders and Files
    Copy File
    Set Values in a Document's Custom Columns
    Get details of a specific item
    Download file
    Create a folder in the drive root
    Get details of a specific list
    Get total views and unique viewers for a specified item (all time)
    Get view count and unique viewers for the specified item (last 7 days)
    Delete file or folder
    Move file to another folder
    Add item to list
    Update list item
    Update list item (multi-select choices)
    Get folders and files in a specific folder
    Get the initial delta link for the specified list
    Get incremental changes for list items
Flowbot triggers
    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
Flowbot operations
    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
Tab 1
Tab 2
Tab 3
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