Create a report in a spreadsheet from Salesforce opportunity information.

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◼️Overview‍

From the Salesforce opportunity page, create a PDF of any form based on a spreadsheet template using a Chrome extension, and send the file to Slack.

It is possible to create documents such as quotes and invoices using the product information linked to the opportunity.

The created document files can be sent via email or to any chat tool such as Slack, Teams, or Chatwork.
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◼️Notes‍

・A template for the form must be prepared in advance in the spreadsheet.

・Product information must be associated with the opportunity information in Salesforce.

・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

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With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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