When opportunity information is updated in Salesforce, notify Microsoft Teams.

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  3. When opportunity information is updated in Salesforce, notify Microsoft Teams.
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◼️Overview‍

This is a flow bot that integrates Salesforce and Teams to notify Microsoft Teams when Salesforce opportunity information is updated.

When a new opportunity is registered or updated in Salesforce, a message is sent to a specified channel in Microsoft Teams.

Feel free to change the destination channel and message content as needed.‍

‍

■Recommended for

・Those who primarily use Salesforce and Microsoft Teams and open these two apps multiple times a day

・Those who need to respond to customer inquiries or other actions based on changes in information on Salesforce

‍

■Benefits of using this template

By using a flow bot created with this template, you can notify Microsoft Teams of changes in information on Salesforce.

This allows for immediate sharing of sales information with the management department, enabling smooth collaboration between the sales and management departments.

‍

◼️Notes‍

・Please link your Microsoft Teams, Salesforce, and Yoom accounts to use this service.

・The flow bot will activate approximately 5 to 15 minutes after opportunity information is registered or updated in Salesforce.

・Available with Yoom's Team Plan or Success Plan.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・Salesforce is an app available only with the Team Plan or Success Plan. If you are on the Free Plan or Mini Plan, the operation and data connect of the configured flow bot will result in an error, 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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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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