When a ToDo object is registered in Salesforce, add it to GitHub.

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■Overview

This is a flow to add a ToDo object registered in Salesforce to GitHub.

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■Recommended for‍

1. Sales and support personnel using Salesforce's ToDo object

・Those who want to manage customer inquiries, requests, and internal tasks with Salesforce's ToDo and register requests for the development team in GitHub

・Those who want to improve work efficiency by eliminating the need to manually transfer ToDos to GitHub

・Those who want to strengthen information linkage between Salesforce and GitHub to streamline customer and development responses

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2. Development teams using GitHub

・Those who want to manage customer issues and requests registered in Salesforce's ToDo on GitHub and incorporate them into the development process

・Those who want to quickly respond by understanding information from sales and support teams in real-time

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■Benefits of using this template

Salesforce is a very powerful tool for customer management, but manually adding ISSUES to GitHub every time a ToDo object is registered can lead to input errors and information omissions.

By utilizing this flow, necessary information is automatically added to GitHub when a ToDo object is registered in Salesforce, eliminating the need for sales personnel and development teams to check both Salesforce and GitHub, and allowing efficient sharing of the latest information.
Additionally, as manual input is no longer required, work efficiency is improved and input errors can be prevented.

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■Notes‍

・Please integrate each of Salesforce and GitHub 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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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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GitHub

Yoom allows you to utilize GitHub's API without any coding. You can automatically create new issues or add users to a repository using GitHub's API. Additionally, it is possible to synchronize GitHub issue information with Yoom's database.

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