Zoomでミーティングが終了したらSalesforceで録画ファイルのダウンロードURLを含めた商談レコードを作成する

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■概要
「Zoomでミーティングが終了したらSalesforceで録画ファイルのダウンロードURLを含めた商談レコードを作成する」ワークフローは、Zoomミーティング終了後に自動で録画ファイルのダウンロードURLを取得し、その情報をSalesforceの商談レコードとして作成する業務ワークフローです。
これにより、会議後に録画を確認したい営業担当者やチームメンバーが素早くアクセスでき、商談進行中の重要な情報が簡単に整理され、追跡可能になります。

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■このテンプレートをおすすめする方

Zoomミーティング後に録画ファイルのURLをSalesforceの商談レコードに紐づけて管理したい営業担当者
商談に関連するZoom録画を簡単に確認できるようにしたいチームリーダー
録画ファイルを手動で商談レコードに登録する手間を省きたい方
ミーティング後の情報整理と商談進行を効率化したい営業チーム

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■このテンプレートを使うメリット

自動録画ファイル登録：Zoomミーティングの録画URLが自動でSalesforceの商談レコードに追加されます。
情報の整理：録画URLを商談レコードに紐づけることで、商談進行がスムーズに追跡できます。
作業の効率化：手動で録画URLを登録する手間が省け、営業活動に集中できます。
録画内容の迅速な共有：商談レコードから簡単に録画内容を確認でき、情報共有がスムーズに行えます。

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