Get Salesforce reports daily and notify on LINE WORKS

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■Overview

This is a flow that automatically retrieves Salesforce reports daily and notifies LINE WORKS.

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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 regularly use Salesforce reports

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

3. Those who regularly use LINE WORKS

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

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■Benefits of using this template

・Salesforce reports are automatically notified to LINE WORKS daily, allowing the entire team to share the latest sales data.

・Quick decision-making based on the latest data improves team performance.

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■Notes

‍・Please integrate both Salesforce and LINE WORKS 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 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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LINE WORKS

Yoom allows you to integrate with LINE WORKS API without any code, enabling the automation of various tasks. You can automatically send messages and files to LINE WORKS or register events in the LINE WORKS calendar. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign with LINE WORKS.

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Slack