When a row is updated in Google Sheets, update the Salesforce record as well.

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■Overview

This is a flow that updates Salesforce records when a row is updated in Google Sheets.

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■Recommended for‍

1. Those who use Google Sheets for business

・Office workers who manage shared sheets and share information

・HR personnel who share sheets with multiple offices to share employee information

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2. Companies managing deals with Salesforce

・Those who manage and share progress for each project within the team

・Sales managers who oversee all internal projects

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■Benefits of using this template

Google Sheets helps to smoothly accumulate and share information, facilitating business operations.
However, manually entering updates in both Google Sheets and Salesforce is inefficient and time-consuming.

This flow is suitable for those who want to reflect updates without spending time.
By referencing updates in Google Sheets to edit Salesforce information, it prevents manual errors and saves 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, 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 usually restricted.

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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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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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