■Overview
This is a flow that adds a ToDo object registered in Salesforce to Asana.
■Recommended for
1. Project teams using Asana
・For those who want to manage issues and requests from customers registered in Salesforce's ToDo as tasks in Asana and visualize the response status
・For those who want to quickly respond by understanding information from sales and support teams in real-time
2. Project Managers and Product Owners
・For those who want to reflect customer feedback and internal requests in task management through the integration of Salesforce's ToDo and Asana to improve products and services
・For those who want to visualize the collaboration status between teams and streamline overall project progress management
■Benefits of using this template
Salesforce is a powerful tool for streamlining customer management and facilitating sales activities, while Asana is useful for team-wide task management and project progress visualization. By integrating these tools, you can streamline task management based on customer information and seamlessly connect sales activities with project management.
Additionally, since the progress and assignees of tasks become clear in Asana, information sharing within the team is promoted, enhancing collaboration.
■Notes
・Please integrate both Salesforce and Asana 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 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 subject to restrictions.
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