■Overview
This is a flow that notifies a Chatwork room when an outbound message is received in Salesforce.
■Recommended for
1. Those who want to eliminate manual input tasks by using both Salesforce and Chatwork and aim for automation
・Business owners of small and medium-sized enterprises aiming for operational efficiency
・Administrative and clerical staff with many data entry tasks
・Marketing personnel conducting business using digital tools
2. Those who use Chatwork as their main communication tool
・Personnel in charge of managing multiple departments
・Managers of companies that organize projects for each task
■Benefits of using this template
・By receiving notifications in a Chatwork room as soon as an outbound message is received in Salesforce, team members can quickly check and respond to the information.
・It eliminates the need to manually notify Chatwork every time an outbound message is received in Salesforce, thereby improving operational efficiency.
・You can check the content of outbound messages on Chatwork, saving the hassle of accessing Salesforce each time.
・By being notified in a Chatwork room, the entire team can share the content of outbound messages, enabling quick collaboration.
■Notes
・Please integrate Yoom with both Salesforce and Chatwork.
・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 apps subject to restrictions during the free trial.
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