Generate a quote from Salesforce opportunity information and store it in Box.

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■Overview

The "Generate Quotes from Salesforce Opportunity Information and Store in Box" flow is a business workflow that streamlines the sales process.
Based on the opportunity information registered in Salesforce, it automatically creates a quote and securely saves it in Box.
This automation reduces the effort required to create quotes, allowing the sales team to focus on their core tasks.

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■Recommended for

Sales representatives managing opportunities using Salesforce
Team leaders who spend a lot of time on quote creation and file management
Executives who are already using Salesforce and Box and want to automate business processes
Those who want to improve the accuracy of quote creation and reduce human error
Those who want to streamline sales operations and enhance team productivity

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■Benefits of Using This Template

By automatically generating quotes from Salesforce opportunity information, it reduces manual effort and significantly shortens the time required for quote creation.
Additionally, by automatically saving the created quotes in Box, it facilitates smooth file organization and sharing, achieving centralized file management.
Automation helps prevent manual input errors, ensuring that accurate quotes are always provided, thereby improving data accuracy.

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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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