■Overview
This flow involves searching Google with company information registered in Salesforce, summarizing the obtained snippets using AI, and updating the records.
■Recommended for
1. Those who want to retrieve information through Google search
・Sales assistants researching information on competitor companies
・Sales representatives who want to gather information on client companies to use in their approach
2. Companies managing deals with Salesforce
・Those who register the status of each project and share it with the team
・Executives or sales managers who check all internal projects
■Benefits of using this template
Salesforce allows for detailed information registration and is an effective tool for facilitating sales activities.
However, manually researching companies registered in Salesforce via Google search increases the risk of human error.
This flow is effective for those who want to minimize mistakes.
By automating the completion of information registration, it prevents human error from manual input and maintains the accuracy of the information.
■Notes
・Please integrate Yoom with both Google search and Salesforce.
・When searching, combining multiple keywords can help obtain relatively accurate information.
・Salesforce and AI operations are apps and features available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the set flow bot operations will result in data connect 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 and AI features (operations) that are subject to restrictions.
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