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

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  2. Salesforce
  3. When an account is registered in Salesforce, create a folder in Dropbox.
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■Overview

This is a flow that automatically creates a folder in Dropbox and adds the folder URL to Salesforce when a record is registered in the Salesforce account object.

‍

■Recommended for

1. Companies or teams using Salesforce

  • Sales representatives or administrators using Salesforce for customer management and sales activities
  • Sales teams of companies that want to centralize customer information and streamline business processes

2. Companies or teams using Dropbox

  • Personnel utilizing Dropbox for file storage and sharing
  • Companies that want to organize and manage files by customer and store them securely

3. Those promoting system integration and process automation

  • Sales representatives who want to eliminate the hassle of manually creating folders and registering URLs
  • IT personnel or business process managers who want to automate data integration between different systems

‍

■Benefits of using this template

・It can significantly improve operational efficiency by eliminating the need for manual folder creation and URL registration.

・Since customer information and related files are centrally managed, data consistency and accuracy are maintained, allowing for smooth sales activities and customer interactions.

・It enables quick responses and effective resource management, leading to improved overall productivity.

‍

■Notes

‍・Please integrate both Salesforce and Dropbox with Yoom.

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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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