When a ToDo object is registered in Salesforce, register a record in kintone.

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■Overview

This is a flow that adds a record to the kintone database when a new Salesforce ToDo object is registered.

The content of the record to be added to the kintone database can be freely configured.

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■Recommended for

1. Those who want to understand the performance of the sales team in real-time

Sales team leaders or managers
Sales analysts or business intelligence personnel

2. Those who use Salesforce reports on a daily basis

Marketing personnel conducting data analysis using Salesforce
Executives or managers evaluating performance using Salesforce reports

3. Those who use kintone on a daily basis

Business teams conducting communication within the team using kintone
Project teams conducting information sharing and task management using kintone

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■Benefits of using this template

・The team’s performance improves as quick decision-making can be made based on the latest data.

・Since the Salesforce ToDo object is automatically notified to kintone, the latest sales data can be shared with the entire team.

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■Notes

・Please integrate both Salesforce and kintone with Yoom.

・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 an error, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-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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kintone

With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.

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