■Overview
This is a flow that adds a task to Trello when a ToDo object is registered in Salesforce.
■Recommended for
1. Project Managers and Product Owners
・Those who want to improve products or services by reflecting customer feedback and internal requests in task management through the integration of Salesforce ToDo and Trello.
・Those who want to visualize the collaboration status between teams to streamline overall project progress management.
2. Project Teams Using Trello
・Those who want to manage customer issues and requests registered in Salesforce ToDo as cards on Trello to visualize the response status.
・Those who want to quickly respond by understanding information from sales and support teams in real-time.
■Benefits of Using This Template
Salesforce is a powerful tool for streamlining customer management and facilitating smooth sales activities. However, manually adding tasks to Trello every time a ToDo object is registered can lead to human errors and information omissions.
By implementing this flow, information is automatically added to Trello, allowing centralized management of ToDo information. This helps visualize the number of ToDos by person in charge or by deadline, aiding in improving work efficiency and identifying bottlenecks.
■Notes
・Please integrate both Salesforce and Trello 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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