Use Salesforce opportunity information to issue an invoice with Money Forward Cloud Invoice.

■Overview

This is a flow to issue invoices using Money Forward Cloud Invoicing with Salesforce opportunity information.

By using a trigger with a Chrome extension, you can directly activate the trigger from Salesforce.

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■Recommended for

1. Those who need to manage and process client company documents

・Sales assistants and accounting staff

・Administrative staff and office managers

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2. Companies that manage customer information using Salesforce

・Sales assistants who manage customers using digital tools

・Sales department personnel responsible for managing numerical targets

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3. Those who want to reduce manual input tasks and automate processes

・Owners of small and medium-sized enterprises aiming for operational efficiency

・Administrative personnel handling multiple tasks

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■Benefits of using this template

・You can automatically issue invoices using the registered content in Salesforce, reducing manual work and increasing operational efficiency.

・It prevents manual input errors and transcription errors when creating invoices, maintaining data accuracy.

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■Notes

・Please integrate Yoom with both Salesforce and Money Forward Cloud Invoicing.

・Salesforce is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in 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.