When an opportunity is registered in Salesforce, schedule an event in Google Calendar.

◼️Overview‍

This is a flow bot that integrates Salesforce with Google Calendar. When an opportunity is registered in Salesforce, it automatically schedules an event in the Google Calendar of the person in charge of the opportunity.

To schedule an event in Google Calendar based on the date and time set in the "Opportunity Execution Date" field, create this field in the Salesforce opportunity object with the "Date/Time" data type.

Please add the "Opportunity Execution Date" field before using this feature.

The scheduled event in Google Calendar is created with a one-hour slot, but you can change the time slot by modifying the settings of the "Create Opportunity End Time" field.‍

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◼️Notes‍

・Please integrate your Google Calendar and Salesforce accounts with Yoom to use this feature.

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

・This feature is available with Yoom's Team Plan or Success Plan.

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

・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.