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

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

This flow automatically creates a folder in OneDrive and adds the folder URL to Salesforce when a record is registered in the Salesforce Account object.

‍

■Recommended for

1. Those who frequently need to manage customer data and account information

  • Sales representatives and sales managers
  • Customer support representatives and account managers
  • Business owners and business development personnel

2. Those who want to reduce manual folder creation and link registration tasks and automate them

  • Small business owners aiming for business automation and efficiency
  • Personnel who want to efficiently organize and store customer data

3. Those who use Salesforce and OneDrive on a daily basis

  • Sales teams using Salesforce for customer management and sales activities
  • Personnel using OneDrive for data storage and sharing

‍

■Benefits of using this template

・Since account information on Salesforce and related folders on OneDrive are automatically linked, team members can easily refer to related information.

・Prevents information leakage and duplication, ensuring smooth business processes.

‍

■Notes

‍・Please link both Salesforce and OneDrive with Yoom.

・Salesforce is an app available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections set in the Flow Bot 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 subject to restrictions.

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