When the opportunity object in Salesforce is updated to a specified status, issue a quote and store it in One Drive.

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■Overview

The workflow "Generate a quote and store it in One Drive when the Salesforce opportunity object is updated to a specified status" is a business workflow that achieves efficiency in sales operations and automation of data management.
By implementing this workflow utilizing Yoom, quotes are automatically generated and securely saved in One Drive simultaneously with the status update, enabling smooth operation of the sales process.

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■Recommended for

Sales representatives managing opportunities using Salesforce
Sales team leaders who want to improve efficiency by reducing the time taken to create and save quotes
IT administrators considering automation of data management in the sales process
Executives who want to prevent mistakes in quote creation and storage omissions
Companies looking to integrate multiple SaaS applications to streamline operations

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■Benefits of using this template

When the status changes as the opportunity progresses, manually creating and saving quotes is time-consuming and labor-intensive.
Especially when managing multiple sales deals simultaneously, the risk of input errors and file loss increases.

By utilizing this automation, quotes are automatically generated simultaneously with the update of the opportunity status, significantly reducing the time spent on manual tasks.
Additionally, the automatically generated quotes are securely saved in One Drive, preventing data loss and input errors.

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About the Apps You Use

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.

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Salesforce