■Overview
This is a flow to register a client in freee Accounting when a deal is closed in Salesforce.
■Recommended for
1. Companies managing deals in Salesforce
・Those who register the status of each project and share it with the team
・Executives or sales managers who oversee all internal projects
2. Those responsible for expense settlements using freee Accounting
・Accounting personnel processing invoices from client companies
・Sales assistants responsible for creating documents with client companies
■Benefits of using this template
Registering detailed information in Salesforce and checking the progress of each sales activity is very effective for managing the team's projects.
However, manually entering company information into freee Accounting for document creation is a significant hassle.
This flow is suitable for those who want to smoothly register information of companies with confirmed orders into freee Accounting.
By automatically registering company information in freee Accounting using Salesforce data only when a deal is closed, you can eliminate the hassle of manual entry and ensure the same information is registered accurately.
■Notes
・Please integrate both Salesforce and freee Accounting with Yoom.
・Branching is a feature available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful.
・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 an error, 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 otherwise restricted.
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