Generate a quote from Salesforce opportunity information.

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◼️Overview‍

Create a PDF of a quotation from the Salesforce opportunity page using a Chrome extension based on an Excel template, and send the file to Slack.

Feel free to create the quotation template in Excel.

The quotation is created using the product information linked to the opportunity.

Therefore, please link products to the opportunity information in advance.

The created report file 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.

・Available with Yoom's team plan or higher.

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

・Salesforce is an app available only with the team plan and success plan. In the case of 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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About the Apps You Use

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 Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.

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