When an account is registered in Salesforce, create a folder in SharePoint.

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◼️Overview‍

When a record is registered in the Salesforce Account object, a new folder with the account name is created in SharePoint, and the URL of the created folder is registered in Salesforce using a flow bot.

This flow bot allows you to automatically create a folder when an account is registered in Salesforce, enabling you to manage files related to the account in SharePoint.

Feel free to modify the settings as you like.

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■Recommended for

・Those who use both Salesforce and SharePoint and frequently switch between the two applications.
・Those who store information according to customer status in both Salesforce and SharePoint.

■Benefits of using this template

By using this flow bot, you can create any folder in SharePoint according to events in Salesforce.
This is particularly beneficial for workflows where sales status is managed in Salesforce and legal/accounting management is done in SharePoint.

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◼️Notes‍

・Please use it by linking your SharePoint and Salesforce accounts with Yoom.

・Available with Yoom's team plan or higher.

・The flow bot will activate 5 to 15 minutes after registering an account in Salesforce.

・Salesforce is an application available only with the team plan and success plan. If you are on a free plan or mini plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.

・Paid plans such as team plans and success plans offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

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

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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 integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.

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