■Overview
This is a flow to send SMS using SMSLINK by selecting the target record from the Salesforce Opportunity object.
■Recommended for
1. Those who use Salesforce for business
・Those who manage Salesforce opportunities using the Opportunity object
・Those who send SMS to customers based on Salesforce information
2. Those who communicate with customers using SMSLINK
・Those who use SMSLINK as a means of contacting customers
・Those who want to automatically send SMS from Salesforce
■Benefits of using this template
When sending SMS to customers starting from the Salesforce Opportunity object, there are concerns about incorrect recipients or missed sends.
Incorrect recipients or missed sends can potentially lead to a breakdown in trust with customers, so it is important to prevent this in advance.
This template allows you to automatically send SMS by selecting the target record you want to send SMS to using SMSLINK.
There is no need to log in to SMSLINK, allowing you to proceed with your work efficiently.
SMSLINK allows you to set phone numbers and message content optionally, enabling you to differentiate by customer.
■Notes
・Please integrate both Salesforce and SMSLINK 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 of the configured 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.
・For instructions on setting triggers using the Chrome extension, please refer to here.
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