◼️Overview
When activity information (activities) is registered in the activity fields of Salesforce's Opportunity or Account objects, the schedule is automatically registered in Google Calendar.
By registering activity schedules in Salesforce, schedules are automatically registered in Google Calendar, eliminating the need for double entry.
It is also possible to share the issued Meet URL and meeting information via Slack or email.
◼️Notes
・Schedules will be registered in Google Calendar 5 to 15 minutes after activity information is registered in Salesforce.
・Integration settings with both Salesforce and Google Calendar are required for Yoom.
・Available with Yoom's Team Plan or higher.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and 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 Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.
When an event is created
When a schedule is updated
When a schedule is deleted
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
Retrieve a list of events in UTC (deprecated)
Create event (deprecated)
Get event details
Change calendar sharing settings
Add the specified calendar to the calendar list
Remove a calendar from the Calendar List
Update event (Deprecated)
List events (Deprecated)
Delete event
Create an all-day event (Deprecated)
Create event without Google Meet (Deprecated)
Create all-day event without Google Meet (Deprecated)
Update event
List events
Create all-day event
Create event without Google Meet
Create event
Create all-day event without Google Meet
When an event is createdWhen a schedule is updatedWhen a schedule is deleted
Retrieve a list of events in UTC (deprecated)Create event (deprecated)Get event detailsChange calendar sharing settingsAdd the specified calendar to the calendar listRemove a calendar from the Calendar ListUpdate event (Deprecated)List events (Deprecated)Delete eventCreate an all-day event (Deprecated)Create event without Google Meet (Deprecated)Create all-day event without Google Meet (Deprecated)Update eventList eventsCreate all-day eventCreate event without Google MeetCreate eventCreate all-day event without Google MeetSearch eventsCreate a recurring eventCreate Recurring All-day EventUpdate All-day EventChange Event OrganizerList Events (Regular Events Only)Update Event without Google MeetDelete CalendarUpdate CalendarGet Calendar ListCreate Calendar
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploaded
Get Lead RecordUpdate Lead RecordCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordUpdate Account RecordCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordCreate Contact RecordSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (excluding deleted records)Search Account records (excluding deleted records)Search Opportunity records (excluding deleted records)Search Contact records (excluding deleted records)Search Custom Object records (excluding deleted records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on OpportunityLog Activity on ContactCreate To-Do on LeadCreate Task on AccountCreate Task on Opportunity
Create Task on ContactCreate Event on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with a PersonCreate Email Message on a Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectCreate Event on a Custom ObjectGet Content Document IDs Associated with a RecordGet Latest ContentVersion IDDownload FileGet Contract RecordUpdate Contract RecordCreate Contract RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet AccountsGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter Group
