■Overview
This flow automatically performs a RoboRobo compliance check when an account is registered in Salesforce and reflects the results in the Salesforce record information.
■Recommended for
1. Sales and compliance personnel using Salesforce
・Those who want to eliminate the hassle of manually entering account information registered in Salesforce into RoboRobo for compliance checks
・Those who want to reduce input errors in account information and improve the accuracy of compliance checks
2. Executives and managers
・Those who want to reduce compliance risks across the company
・Those who want to centrally manage compliance check results of accounts in Salesforce to strengthen risk management systems
■Benefits of using this template
Salesforce is a very powerful tool for customer management, but compliance checks at the time of account registration are time-consuming and labor-intensive if done manually.
By utilizing this flow, compliance checks are automatically executed as soon as an account is registered, freeing personnel from manual checking tasks, significantly improving operational efficiency, and reducing human error.
■Notes
・Please integrate Yoom with both Salesforce and RoboRobo compliance check.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, 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 2-week free trial. You can use apps subject to restrictions during the free trial period.
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