When a new record is created in Salesforce, create a folder in Box.

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  3. When a new record is created in Salesforce, create a folder in Box.
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◼️Overview‍

This is a flowbot that integrates Salesforce and Box via API. When a new record is registered in the Salesforce account object, a folder with the account name is created in Box, and the folder URL is recorded in the record.

Since the folder name is created with the account name, there is no need to manually create a folder.

Please change the ID of the parent folder where a new folder will be created in Box and use it accordingly.‍

‍

◼️Notes‍

・Please link your Box and Salesforce accounts with Yoom to use this service.

・Salesforce is an app that can only be used 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 flowbot 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 subject to restrictions.

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