Notify Workplace when Salesforce opportunity information is registered.

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■Overview

‍This is a flow that notifies Workplace when a new opportunity is registered in Salesforce.

By integrating Salesforce and Workplace, you can automatically notify registered opportunity information to Workplace, eliminating any gaps or omissions in information management and improving work efficiency.

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‍■Notes

・Please integrate both Salesforce and Workplace with Yoom.

・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set up 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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Salesforce

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Workplace from Meta

With Yoom, you can utilize the Workplace API without any coding. By integrating Yoom with Workplace, you can freely connect various SaaS with Workplace and receive all kinds of notifications on Workplace.

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