When an opportunity object is registered in Salesforce, issue a quote and send it to Discord.

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■ Overview

The flow "When an opportunity object is registered in Salesforce, issue a quotation and send it to Discord" is a business workflow that streamlines the sales process.
When an opportunity is registered in Salesforce, a quotation is automatically created and shared with the team through Discord.
This eliminates manual effort and enables quick and accurate information sharing.

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■ Recommended for

Sales representatives who manage opportunities using Salesforce
Those who feel that creating quotations takes time and prevents them from focusing on sales activities
Managers who want to facilitate smooth information sharing within the team
Executives who want to build an efficient sales process and advance business automation
Those who want to use Discord for real-time team communication

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■ Benefits of using this template

By utilizing this flow, you can automate the creation of quotations and significantly reduce working time.
In addition to speeding up information sharing across the team through automatic sending to Discord, it also reduces human error and leads to the provision of accurate quotations.
With the efficiency of the sales process, it becomes possible to focus on more opportunities.

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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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