Get Salesforce reports daily and notify on Google Chat

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  2. Salesforce
  3. Get Salesforce reports daily and notify on Google Chat
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■Overview

This is a flow that automatically retrieves Salesforce reports daily and notifies Google Chat.

‍

■Recommended for

1. Those who need to manage and report sales activities daily

  • Sales representatives and sales team leaders
  • Sales managers
  • Business analysts

‍

2. Those who manage data using Salesforce

  • Personnel from companies utilizing CRM systems
  • Project managers who require real-time data sharing

‍

3. Those who use Google Chat for team communication

  • Companies that prioritize rapid information sharing with team members
  • Organizations promoting remote or hybrid work

‍

■Benefits of using this template

・Eliminates the need for manual data retrieval and notification tasks, improving work efficiency.

・By regularly obtaining Salesforce reports and automatically notifying Google Chat, it streamlines team information sharing and supports quick decision-making.

‍

■Notes

‍・Please integrate both Salesforce and Google Chat with Yoom.

・Integration with Google Chat is only possible with Google Workspace. For more details, please refer to the following link. https://intercom.help/yoom/ja/articles/6647336

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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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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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