■Overview
Using the workflow "OCR files stored in Microsoft SharePoint and add them to Salesforce" makes file information management easier.
It eliminates the need for manual data entry, thereby improving business efficiency.
■Recommended for
■Benefits of using this template
By implementing the flow of OCRing files stored in Microsoft SharePoint and adding them to Salesforce, the following benefits can be expected.
First, the digitization of documents and subsequent processing are carried out smoothly, leading to improved business efficiency.
By utilizing OCR technology, the hassle of manual input is eliminated, and data accuracy is also improved.
Next, the integration of Microsoft SharePoint and Salesforce enables centralized information management.
This allows for quick access to necessary information, speeding up decision-making.
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
When a calendar event is created
Upload File
Create Folder
Search Folders and Files
Copy File
Write values to custom columns of a document
Get item details
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 (multiple choices)
Get folders and files in a specific folder
Get the initial delta link for the specified list
When Item is Added or Updated in ListWhen a file is created or updated in a specified folder within the siteWhen a folder is created or updated in a specified folder within the site
Upload FileCreate FolderSearch Folders and FilesCopy FileWrite values to custom columns of a documentGet item detailsDownload fileCreate a folder in the drive rootGet details of a specific listGet 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 folderMove file to another folderAdd item to listUpdate list itemUpdate list item (multiple choices)Get folders and files in a specific folderGet the initial delta link for the specified listGet list item change deltas
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploadedWhen a calendar event is createdWhen a calendar event is updatedWhen a calendar event is deleted
Get Lead recordsUpdate Lead RecordsCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account recordsUpdate Account recordsCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity recordsCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact recordsCreate Contact RecordsSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch 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 ReportsLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate Task on ContactLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with a PersonAdd Email Message to Custom Object
Log Activity on a Custom ObjectCreate To-Do on a Custom ObjectCreate Event on a Custom ObjectGet Content Document IDs Associated with a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet AccountsGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatter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 ChatterPost to Custom Object ChatterChatter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 RoleAssign 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 ChatterAdd User to Chatter GroupGet File Name
