Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.

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  3. Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.
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■Overview

This is a flow that adds records to a Microsoft Excel database when they are registered in a Salesforce custom object.

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■Recommended for‍

1. Business personnel using Salesforce custom objects

・Those who want to list and analyze information managed in Salesforce custom objects in Microsoft Excel

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2. Team leaders and managers

・Those who want to visualize custom object record information in Microsoft Excel to aid in progress management and understanding the team's status

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■Benefits of using this template

Salesforce is a very powerful tool for customer management, but in the process from lead acquisition to deal conversion, quick and accurate communication greatly influences the success rate. However, manually transferring lead information registered in Salesforce custom objects to a Microsoft Excel database is time-consuming and labor-intensive, and carries the risk of transcription errors.

By implementing this flow, data is automatically added to the Microsoft Excel database as soon as records are registered in Salesforce custom objects. This improves work efficiency without the need for manual transcription by the personnel.
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■Notes‍

・Please integrate both Salesforce and Microsoft Excel 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 Flowbot 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.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

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関連したテンプレートをすべて見る
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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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