When posted on Google Chat, register the record in Salesforce.

■Overview

This is a flow that registers messages posted on Google Chat as records in Salesforce.

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■Recommended for

1. Sales teams and customer support teams using Salesforce

・Those who want to automatically record customer interactions and internal discussions on Google Chat in Salesforce

・Those who want to manage customer inquiries and feedback as cases or leads in Salesforce

・Those who want to reduce the manual effort of transferring information and improve operational efficiency

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2. Salesforce administrators

・Those who want to strengthen the integration between Google Chat and Salesforce and make better use of Salesforce data

・Those who want to utilize Google Chat messages in Salesforce for data analysis and report creation

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■Benefits of using this template

・It eliminates the need to manually transfer Google Chat messages to Salesforce, leading to significant time savings and improved operational efficiency.

・Recording interactions with customers in Salesforce makes it easier to refer to past histories, enabling more personalized responses.

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■Notes

・Please integrate both Google Chat and Salesforce with Yoom.

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

・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 normally restricted.