When a record is registered in a Salesforce custom object, add it to Google Sheets.

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■Overview

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

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■Recommended for‍

1. Data analysts who utilize Google Sheets

・Those who want to import data from Salesforce custom objects into Google Sheets for detailed analysis

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2. Business personnel using Salesforce custom objects

・Those who want to list and analyze information managed in Salesforce custom objects in Google Sheets as well

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■Benefits of using this template

Salesforce is a very powerful tool for customer management, but timely communication in the process from lead acquisition to deal conversion is essential for improving conversion rates. However, manually transferring information to Google Sheets at the right time based on lead information can be burdensome and poses a risk of oversight.

By utilizing this flow, data is automatically transferred to Google Sheets as soon as a record is registered in a Salesforce custom object, eliminating the need for manual data entry by the personnel, significantly improving work efficiency and reducing the risk of human error.
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■Notes‍

・Please integrate Salesforce and Google Sheets 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 flow bot you have set will result in errors, so please be aware.

・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

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

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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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