Add a record to Salesforce when a row is added in Google Sheets.

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■Overview

This is a flow that adds a record to Salesforce when a row is added in Google Sheets.

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■Recommended for‍

1. Those who use Google Sheets for business

・Office workers who manage shared data and share information

・Sales assistants who share sheets with client companies and exchange information

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2. Companies that manage deals with Salesforce

・Those who register and share the status of each project with their team

・Executives or sales managers who oversee all internal projects‍

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■Benefits of using this template

Google Sheets allows for smooth accumulation and sharing of information, which helps facilitate business operations.
However, manually entering information from Google Sheets into Salesforce takes time away from tasks that should be prioritized.

This flow is effective for those who want to register information between different apps without spending much time.
By referencing the registration content in Google Sheets, you can also register it in Salesforce, preventing manual errors and saving effort.
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■Notes‍

・Please integrate both Google Sheets and Salesforce 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 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. During the free trial, you can use apps that are subject to restrictions.

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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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Salesforce