Create a record in Salesforce when a page matching specific conditions is created in Confluence

■Overview

Do you find it time-consuming to manually transfer meeting notes and knowledge created in Confluence to Salesforce? Because this information is important, you want to avoid data entry errors and missed sharing, but manual work has its limits. With this workflow, whenever a specific page is created in Confluence, a Salesforce record is automatically created based on its content, streamlining information sharing between Salesforce and Confluence.

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■Who Is This Template For?

• Teams that manage meeting notes or customer information created in Confluence in Salesforce
• Teams that manually transfer information between Salesforce and Confluence and want to improve efficiency
• Teams looking to eliminate data entry errors and missed sharing while improving the accuracy of information sharing

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■Benefits of Using This Template

• Automatically sync Salesforce records when a page is created in Confluence, reducing the time spent manually transferring data
• Prevent human errors such as manual entry mistakes and missed sharing through automated processing, helping maintain data accuracy

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■How the Flowbot Works

1. First, connect Salesforce and Confluence to Yoom
2. Next, select Confluence as the trigger and set the action to “When a page is created”
3. Then, configure a branching function in the operation so that subsequent actions run only when specific conditions are met
4. Finally, select Salesforce in the operation and set the “Create a record in a custom object” action to create a record based on the Confluence page information

* “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

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■Customization Options

• In the Confluence trigger settings, specify the cloud ID you want to connect
• With the branching function, you can set custom conditions for creating records, such as running the action only when the page title contains a specific keyword
• For the Salesforce record creation action, specify your My Domain URL and the API name of the custom object where you want to create the record based on your environment

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■Notes

• Connect both Confluence and Salesforce to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.
• 【Salesforce】 is available only on the Team and Success Plans. On the Free and Mini Plans, operations and data connections configured in the flowbot will result in errors.
• Paid plans, such as the Team and Success Plans, offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
• Branching is a feature (operation) available on the Mini Plan and above. On the Free Plan, operations configured in the flowbot will result in errors.
• Paid plans, such as the Mini Plan, offer a two-week free trial. During the free trial, you can use restricted apps and features (operations).