Create reports in Excel from Salesforce opportunity information.

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■Overview

‍Create custom PDF forms from the Salesforce opportunity page using a Chrome extension based on an Excel template, and send the files to Slack.

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

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

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■Notes

‍・An online version of Excel is required to prepare the template.

・Product information must be linked to the Salesforce opportunity information.

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

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.

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