Update a Salesforce record when a pull request is closed in GitHub

■Overview

Do you use GitHub to manage development progress and Salesforce to manage customer information, but still spend time manually syncing data between the two systems—leading to extra work and missed updates?
When there is a delay in sharing development status, it can also affect how quickly sales and support teams respond.
With this workflow, Salesforce records are automatically updated when a GitHub pull request is closed, enabling seamless information sharing between GitHub and Salesforce.

■Who This Template Is For

• Development team members who manually transfer and report GitHub updates in Salesforce
• Managers who want real-time visibility into their development team's progress in Salesforce
• Anyone looking to connect GitHub and Salesforce to streamline information sharing across teams

■Benefits of This Template

• When a GitHub pull request is closed, the corresponding Salesforce record is updated automatically, reducing the time required for manual data synchronization
• By eliminating manual data updates, you can prevent human errors such as data entry mistakes and missed updates, helping maintain data accuracy

■Flowbot Steps

1. First, connect GitHub and Salesforce with Yoom
2. Next, select GitHub as the trigger and set the action to “When a pull request is created or updated”
3. Then, configure a branching operation and set the condition so that subsequent actions run only when the pull request status is “Closed”
4. Finally, configure Salesforce’s “Update a record” action and update the relevant record information

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

■Customization Options

• For the Salesforce record update action, specify which record to target and which fields to update
• For the values to update, you can embed not only fixed text but also information from the triggering GitHub pull request—such as its title and assignee—as variables

■Notes

• Connect both GitHub and Salesforce with Yoom.
• Salesforce is available only on the Team and Success plans. Please note that operations and Data Connects configured in Flowbots will result in errors on the Free and Mini plans.
• Paid plans, including the Team and Success plans, come with a two-week free trial. During the free trial, you can use apps that are subject to plan restrictions.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.