■ Overview
The "Add order information to Salesforce when created in Amazon Seller Central" workflow is a business workflow that streamlines order management for online sales.
When a new order is placed in Amazon Seller Central, the information is automatically transferred to Salesforce. This enables centralized management of sales data, reducing the effort and errors associated with manual data entry.
■ Recommended for
・Sales representatives who use both Amazon Seller Central and Salesforce and spend a lot of time managing order information
・Team leaders who use multiple SaaS applications and find data integration cumbersome
・Sales and marketing personnel who want to prevent errors from manual order data entry
・Executives who want to automate business workflows to improve operational efficiency
■ Benefits of using this template
・Reduction in data entry effort and improved accuracy: Since order information is automatically added to Salesforce, the effort of manual entry is eliminated, and human errors are prevented.
・Centralized management of business processes: Integration of data from Amazon Seller Central and Salesforce allows for quick understanding of sales status.
・Efficient business flow construction: By leveraging the multifunctionality of Yoom, it becomes easier to integrate with other applications and build flexible business workflows.
When Order Information is Created
When Order Information is Updated
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
When a calendar event is updated
Retrieve Order Information List
Get Order Information
Get Order Buyer Information
Get Order Shipping Address
Get Order Item Information
Get Lead records
Update Lead Records
Create Lead Record
Search Lead Records
Get Latest Lead Record
Get Account records
Update Account records
Create Account Record
Search Account Records
Get Opportunity Record
Update Opportunity records
Create Opportunity Record
Search Opportunity Records
When Order Information is CreatedWhen Order Information is Updated
Retrieve Order Information ListGet Order InformationGet Order Buyer InformationGet Order Shipping AddressGet Order Item Information
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 Record
Upload 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 ObjectLog 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メールメッセージを取得
