When Salesforce opportunity information is registered or updated, transfer the information to Excel.

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■Overview

‍This is a flow bot that automatically synchronizes deal information to Excel when a record in the Salesforce opportunity object is registered or updated.

When deal information is added or updated in Salesforce, it searches for the associated account and automatically updates the information in the Excel sheet.

If the corresponding deal information already exists in Excel, it updates the information; if not, it adds new deal information.

By recording the deal ID on the Excel sheet, you can check whether the corresponding deal information already exists in Excel by searching for the deal information on Excel.

Please prepare a sheet to manage deal information in Excel Online for use.

Utilize this when analyzing Salesforce deal information in Excel.

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■Notes

・After deal information is registered or updated in Salesforce, an event is registered in Google Calendar 5 to 15 minutes later.

・Integration settings with both Salesforce and Excel Online are required. It is available for use in Excel Online (not available for local files).

・Available with Yoom's Team Plan or higher.

・Paid plans such as the Team Plan or Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.

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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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Salesforce

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Microsoft Excel

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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