When an account is registered in Salesforce, register the account in Money Forward Cloud Invoice.

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■Overview

This is a flow to register an account in Money Forward Cloud Invoicing when an account is registered in Salesforce.

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■Recommended for

1. Those in charge of customer management using Salesforce

・Sales teams responsible for interactions with customers

・Customer service representatives handling inquiries from customers

・Marketing teams using Salesforce to make proposals to customers

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2. Those in charge of back-office operations using Money Forward Cloud Invoicing

・General affairs and administrative staff responsible for creating forms

・Accounting staff managing forms

・Management staff handling product management

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3. Those who want to automate the manual registration of accounts in Money Forward Cloud Invoicing

・Individuals who regularly register accounts in Money Forward Cloud Invoicing

・Owners of small and medium-sized enterprises aiming for business automation

・Those who want to streamline operations by integrating Salesforce with Money Forward Cloud Invoicing

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■Benefits of using this template

・By being able to register accounts in Money Forward Cloud Invoicing when they are registered in Salesforce, you can improve operational efficiency.

・Automating the registration of accounts in Money Forward Cloud Invoicing helps prevent human errors from manual work.

・You no longer need to manually register accounts in Money Forward Cloud Invoicing, allowing you to allocate time to other important tasks.

・By customizing the flow, you can notify specific users upon registration completion, enabling rapid information sharing.

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■Notes

・Please integrate both Salesforce and Money Forward Cloud Invoicing 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. You can use restricted apps during the free trial period.

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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.

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Money Forward Cloud Invoice

In Yoom, you can utilize the Money Forward Cloud Invoice API without any coding. By integrating Money Forward Cloud Invoice with Yoom, you can automate the entire process from invoice creation to sending via the API. Additionally, you can aggregate and synchronize the information from Money Forward Cloud Invoice into Yoom's database for various uses.

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