Add a record to Salesforce when a specific message is sent in Discord

■Overview

Do you manually enter important messages posted in specific Discord channels into Salesforce every time?
Not only is this time-consuming, but it can also lead to transcription errors and missed follow-ups.
With this workflow, you can automatically add a record to Salesforce whenever a message is posted in Discord. Automate the integration between Salesforce and Discord for seamless information management.

■Who should use this template

• Those who manage inquiries received through Discord in Salesforce and want to reduce the time spent on manual data entry
• Sales professionals who want to connect Salesforce and Discord to streamline customer and lead management
• Those who want to build a system that automatically stores important information gathered from their community in Salesforce

■Benefits of using this template

• Automatically add Discord messages to Salesforce as records, reducing the time spent on manual data entry
• Let the system handle the process automatically to help prevent human errors such as transcription mistakes and missing entries

■How the Flowbot works

1. First, connect Discord and Salesforce to Yoom
2. Next, select Discord as the trigger and set the action to “When a message is sent in a channel”
3. Next, set up the branching feature as an operation so that only messages meeting specific conditions proceed to the subsequent steps
4. Next, set up the AI feature as an operation to extract the necessary information from the received message
5. Finally, set the Salesforce “Add a record” action as an operation and create a record based on the extracted data

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

■Customization options

• In the Discord trigger settings, specify the server ID and channel ID you want to monitor for notifications
• With the branching feature, you can set conditions for proceeding to subsequent operations, such as processing only messages that contain specific keywords
• With the AI feature, you can specify which fields to extract from Discord messages, such as the company name or contact person’s name
• When adding a record to Salesforce, specify which data, such as information extracted by AI, should be entered into each field

■Notes

• Connect both Discord and Salesforce to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that 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 Connect settings in configured Flowbots will result in errors.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps subject to plan restrictions.
• Branching is a feature (operation) available on the Mini plan and above. On the Free plan, configured Flowbot operations will result in errors.
• Paid plans such as the Mini plan include a two-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions.