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.‍

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◼️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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Salesforce

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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Yoom allows you to integrate with Box's API without any coding, enabling the automation of various tasks. You can automatically store files attached to emails in Box, and receive notifications in Slack or Chatwork when files are uploaded to Box.

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