Zoomでミーティングが終了したらSalesforceで録画URLを含む案件管理用のカスタムオブジェクトを作成する

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■概要
「Zoomでミーティングが終了したらSalesforceで録画URLを含む案件管理用のカスタムオブジェクトを作成する」ワークフローは、Zoomミーティング終了後に自動で録画URLを取得し、そのURLを含む案件管理用のカスタムオブジェクトをSalesforceに作成する業務ワークフローです。
これにより、営業チームはZoomミーティングの録画に迅速にアクセスでき、案件の進行状況や議事録の確認を容易に行うことができます。ミーティング終了後のタスク管理が効率化され、営業活動のスピードが向上します。

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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URLをSalesforceに自動登録したい営業担当者
営業チームが案件進行中にミーティング録画を参照しやすくしたい方
Salesforceを活用して商談記録を一元管理したい営業リーダー
ミーティング録画の管理を自動化し、業務効率を高めたい方

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■このテンプレートを使うメリット

録画URLの自動登録：Zoomミーティング終了後、自動で録画URLをSalesforceに追加します。
商談情報の一元管理：案件ごとにミーティング録画URLが紐づけられ、進捗管理が容易に行えます。
時間の節約：手動で録画URLを入力する手間を省き、営業活動に集中できます。
スムーズな情報共有：録画URLがSalesforceのカスタムオブジェクトに登録され、チーム全員が簡単に確認できます。

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