When an employee is registered in Kaonavi, register them in the Salesforce employee management table as well.

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■Overview

This is a flow where once an employee is registered in Kaonavi, they are also registered in the Salesforce employee management table.

■Recommended for

‍1. HR and General Affairs Personnel

・Those who manage employee information in both Kaonavi and Salesforce

・Those who want to eliminate the hassle of manually transferring employee information entered in Kaonavi to Salesforce

・Those who want to reduce input errors and improve data accuracy

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2. Sales and Marketing Personnel Utilizing Salesforce

・Those who want to check the latest employee information on Salesforce

・Those who want to conduct customer service and sales activities based on employee information

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■Benefits of Using This Template‍

Kaonavi is a convenient tool for centralized management of employee information, but manually transferring registered employee information to the Salesforce employee management table can lead to delays in information sharing and input errors.

By utilizing this flow, once employee information is registered in Kaonavi, the necessary information is automatically added to the Salesforce employee management table. This eliminates the need for HR personnel to check both Kaonavi and Salesforce, allowing for efficient sharing of the latest employee information.
Additionally, eliminating manual transfer work improves operational efficiency and prevents input errors.

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■Notes‍

・Please integrate Yoom with both Kaonavi and Salesforce.

・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 two-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

Kao Navi

Yoom allows you to integrate with Kaonavi's API without code, enabling the automation of various tasks. You can automatically register employee information in Kaonavi when a new employee joins the company or update employee information automatically during department transfers. Additionally, you can automatically sync Kaonavi's employee information with Yoom's database for various uses.

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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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