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

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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.

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■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

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■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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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