When approval is completed in CollaboFlow, update the record in Salesforce.

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■Overview

This is a flow that updates Salesforce records once approval is completed in CollaboFlow.

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■Recommended for

1. Companies using both Salesforce and CollaboFlow

・Those who want to conduct approval processes such as approval requests and contract approvals in CollaboFlow and link them with Salesforce records

・Those who want to eliminate the manual effort of updating Salesforce records after approval is completed and improve business efficiency

・Those who want to reflect approval status in Salesforce in real-time to maintain data consistency

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■Benefits of using this template

・By automatically updating Salesforce records triggered by approval completion in CollaboFlow, you can eliminate the manual effort of updating, significantly improving business efficiency.

・You can prevent errors associated with manual updates and ensure data accuracy.

・Since the approval status is reflected in Salesforce in real-time, you can always grasp the latest information.

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■Notes

・Please integrate both CollaboFlow and Salesforce 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 FlowBot 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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Yoom allows you to integrate with the CollaboFlow API without code, enabling the automation of various tasks. For example, it can automatically submit applications in CollaboFlow and automate the creation of forms. Additionally, it can send notifications to Slack or Chatwork triggered by the approval of applications in CollaboFlow.

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