Get Salesforce reports daily and notify in Chatwork.

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■Overview

This is a flow that automatically notifies Chatwork by obtaining Salesforce reports daily.

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■Recommended for

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

Sales team leaders and managers
Sales analysts and business intelligence personnel

2. Those who routinely use Salesforce reports

Marketing personnel conducting data analysis using Salesforce
Executives and administrators evaluating performance using Salesforce reports

3. Those who routinely use Chatwork

Business teams communicating within the team using Chatwork
Project teams sharing information and managing tasks using Chatwork

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■Benefits of using this template

・Improves team performance by enabling quick decision-making based on the latest data.

・Improves work efficiency by eliminating the need to manually obtain and share reports.

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■Notes

‍・Please integrate Yoom with both Salesforce and Chatwork.

・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 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 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.

Related apps

Salesforce

Templates using

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Chatwork

Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.

Related apps

Slack